The first domestic self -driving heavy truck open road test sign is born heavy truck autonomous driving into the "main driver" era

After the capital layout boom, the commercialization process of autonomous driving heavy trucks has accelerated again.

On June 28, the reporter of "Daily Economic News" learned from the aspects of Xunjejo Technology that Xun Tech Technology has recently won the first domestic "main driving driving unmanned" autonomous driving heavy card issued by the traffic police detachment issued by the Huzhou Public Security Bureau of Zhejiang Province. Public road test license.

Xuncho Technology was awarded the first L4 "main driving driver unmanned" autonomous driving heavy card open road test sign in Deqing, Zhejiang Deqing

Picture source: 嬴 提供 图片 图片 图片 图片

This also means that after obtaining this license, Xun Tech Technology can conduct a self -driving self -driving test in the designated area. "Person" test stage.

It is worth mentioning that after the technology, the unmanned truck "Big Man" developed by Arida also obtained a license. In the future, "Big Man Donkey" will be allowed to perform road testing in the designated area, including some high -speed road sections.

In recent years, the commercialization of heavy trucks has accelerated the commercialization of autonomous driving, and the combination of trucks and industries has been closer. In mid -June, Yuan Rongqi, a self -driving technology company, announced that it will provide a one -year normal freight transfer service for Debon Express. This is the first domestic L4 -level autonomous driving light card commercialization project to successfully land.

The first license was born, and the heavy card autonomous driving entered the era of "the main driving" from "assisting"

Road testing is a necessary condition for the evolution of autonomous driving technology and the implementation of the product. The "main driving" road test is an important link to high -end autonomous driving.

Previously, the open road test of the autonomous driving truck was L3, and it still needs to be equipped with safety officers in the main driver's seat. The L4 -level test license can perform unmanned autonomous driving tests in the designated area. The birth of the first "main driving driver" heavy truck of autonomous driving card means that autonomous driving began to enter a new and higher -level exploration stage.

In terms of technology, the company has completed the first domestic L4 driverless heavy truck test with the L4 level unmanned heavy truck test in Laiwu's closed high -speed test venue on December 23, 2021. Traffic flow, comprehensively displaying L4 capabilities, unmanned driving throughout the process, without remote intervention.

As the main player of the autonomous driving track, Joho has also received capital and industrial attention. Since its establishment for 4 years, Xun Tech Technology has obtained a number of rounds of financing such as Jingdong Logistics, Meituan, Debon Express, IDG Capital, Ningde Times, Weilai Capital, Sequoia Capital, and Junlian Capital.

Compared to Ji Tech Technology, Ali has a low -key layout of the autonomous driving heavy truck. In September 2021, the Alida Institute's Autonomous Driving Lab announced that Dharma Institute is developing the "big baron" of the L4 -level autonomous truck. According to industry analysis, Ali's layout of autonomous trucks is that Ali wants to accelerate the implementation of the commercialization of autonomous trucks.

In addition, as autonomous driving technology gradually matures, under capital and industry catalysis, autonomous driving is also ushered in a new round of "honeymoon" combining the industry.

Especially in the first half of 2022, the epidemic situation was repeated, and the road transportation environment was complicated. It also further promoted the process of commercialization of unmanned driving and enriched the scene of driverless use. Since the beginning of this year, the acceleration of industrial capital such as SF, Jingdong Logistics, Debon, Meituan and other industrial capital is also the opportunity to seize the application of autonomous driving technology before commercialization. The competition is intensified.

According to the data of "Special Research on the Special Research of China Heavy Card Intelligence Upgrade 2022", the intelligent market size of China's heavy card (total quality greater than 14 tons) in 2021 is 13.59 billion yuan. 1 trillion yuan. From 2021 to 2022, the intelligent card intelligence entered the critical period of commercialization.

The industry believes that autonomous trucks have attracted the entry of Meituan, Ali, JD.com, and industrial capital such as SF and Debon. After experiencing a wave of financing, autonomous trucks have also entered a new stage this year: the cooperation between the autonomous driving and the logistics industry has become the mainstream, the commercialization of commercialization has accelerated, and the L4 mass production competition has become the main point of the next few years.

Capital continues to surge, and large -scale commercial landing still takes time

After the first birth of the truck of autonomous driving and the influx of capital into the track, the self -driving heavy truck is still hot this year.

Since 2022, the autonomous truck track has ushered in a number of large investment in the short term. Smart Lidar System R & D, Pei Motors, L4 Autonomous Driving Solutions Offer, Yun Jizhixing, Autonomous Driving Truck Technology and Operation Players such as the company, Yixing Smart, the company, and the self -driving chip research and development enterprise Yixing Smart have received financing of tens of millions to hundreds of millions of yuan.

On June 25, Cool Wow Robot, which focused on L4 -level autonomous driving solutions, announced the completion of the D1 round of financing. This round of financing was led by Asia Investment Capital. Official information shows that in the first half of 2022, Kwa's new autonomous driving city service orders exceeded 500 million yuan. The total order this year is expected to exceed 1 billion yuan.

The "China Highway Freight Market Development Trends" report released by Boston Consultation shows that L4 is expected to start large -scale commercialization in the long -distance trunk line in 2030. The impact of L4 on the market structure is reflected in the significant reduction of management. The average management scale of the team has increased. The original small and medium -sized freight operators have further expanded, the scale has increased to the level of large and medium -sized freight operators, and it is still the backbone of the industry. "If the L4 autonomous driving is really large -scale commercial transportation, it will bring disruptive changes to the entire freight mode. Because L4 makes the most difficult point in the entire freight -the difficulty of managing man management has decreased significantly, which will cause super fleet The possibility of super platforms has increased significantly. "Ge Lei, managing director and global partner of BCG (Boston Consulting), and Ge Lei, the head of BCG TURN and the director of China, has analyzed it with the reporter of the Daily Economic News.

However, some people in the industry believe that compared to traditional cars, there are more advantages of autonomous driving heavy trucks, but there are still uncertainty in safety. From the perspective of the industrial chain, the combination of autonomous driving cards and logistics will save more time compared to passenger cars, but it also requires relevant policies, regulations and corporate support.

Zhang Tianlei, CEO of the main line technology, also publicly stated in an interview with the media recently that at this stage, it is necessary to break through the commercialization path of autonomous trucks to break through three bottlenecks. First, product bottleneck. In the end, the user pays for the autonomous truck product. Only after the large -scale operation of the product can we continue to maintain technical advancedness. Second, operate bottlenecks. How to ensure that users operate the product and generate benefits. Third, data bottleneck. By operating data and experience to nurture technology, open up the entire closed -loop process of R & D, production, and operation.

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