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鋭明技術(002970.SZ):在L2及L2+自動駕駛業務上的研發還在持續進行中
格隆匯 07-26 07:45

格隆匯7月26日丨鋭明技術(002970.SZ)近期在接待機構投資者調研時表示,公司經過幾年的研發投入,涉及自動駕駛的業務目前主要有兩大類,分別是L2及L2+自動駕駛業務及L4低速自動駕駛業務。L2及L2+自動駕駛業務主要是出租車的AEBS(自動緊急制動系統)及公交車的AEBS業務。出租車的AEBS業務目前已經實現規模化銷售,公交車的AEBS業務也已經推向市場,規模化銷售指日可待。據相關統計,AEBS市場規模達200多億美元,根據前瞻產業研究院的預測,2020-2025年中國營運客車AEBS市場規模將以30%左右的複合增長率增長,到2025年將達到30億元,預估行業滲透率不足10%,未來該行業的市場空間仍很大。據出租車AEBS使用方的數據統計,出租車安裝AEBS後,事故率明顯降低。公司在L2及L2+自動駕駛業務上的研發還在持續進行中,鋭明人願為人們的公共出行提供更多安全解決方案,守護千家萬户安全、高效出行。

公司研製的L4低速自動清掃車的自動駕駛業務,主要解決全封閉或半封閉場景下的道路自動清掃,2022年底已完成該產品的開發,目前該業務已經通過頭部物業公司、多地旅遊景區等多個使用方的嚴格測試,示範應用已經落地。隨着各地試點運營政策的逐步實施,市場空間將逐步被打開,預計年內將有一定的銷售額落地。據麥肯錫的相關報吿,低速自動駕駛業務的市場空間超過數萬億元,主要是Robotaxi場景、城市開放場景(包括城配物流場景、環衞場景及最後一公里場景)、高速場景、封閉場景下的礦區場景及港口場景等。公司的低速自動駕駛業務目前主要以環衞、礦區及港口場景為主,涉及的市場空間約7000多億元。

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