Autonomous driving heavy truck tracks will open mass production in the year of new players

Cover reporter Meng Mei Ouyang Hongyu

In the field of autonomous trucks, he squeezed into a heavyweight player.

On July 28, Xiaoma Zhixing and Sanyi Card announced that the two parties will set up a joint venture to carry out the R & D, production and sales of L4 autonomous driving heavy truck products, and jointly build a high -end autonomous driving heavy truck brand.

According to the agreement, the two parties will integrate the technical capabilities of the "virtual driver" technical capabilities of Xiaoma Wisdom and the technical accumulation of the three -day card online control chassis and the entire vehicle development field. Heavy card products. The overall plan of the project is planned to be delivered in small -scale mass production in 2022, and large -scale mass production will begin in 2024. In a few years, the annual output will be expected to exceed 10,000 vehicles.

The starting company represented by the starting company represented by Tunsen Future, Zhijia Technology, and Quan Tech Technology around 2015. Subsequently, the major players gradually clarified the technical route, told the stories of trucks to the capital market, and attracted a lot of funds ammunition. In 2021, the autonomous truck track ushered in a turning point. The future listing in the United States has become the world's "first share of autonomous driving", marking the capital market's recognition of the future of autonomous truck tracks.

Since then, giant players have gradually started commercial operation. Baidu and Lion Bridge jointly established Deepway, and released the first concept car deep · Star Road 1st generation. It is expected to be delivered in 2023. Autonomous trucks open road testing licenses; in the future, the unmanned truck "Big Man Donkey" developed by Alidhara will carry out road tests in the designated area of ​​Deqing.

In addition to policy encouragement, the high demand for logistics scenarios also depicts the blueprint for trillion spaces. According to data from the National Bureau of Statistics, the total cost of freight logistics in China in 2020 exceeded 11 trillion yuan. Among them, intercity trunk transportation undertaken by Zhongzhong Card is the most important composition, and transportation costs account for 82%of the entire road freight.

However, at present, autonomous trucks have faced two major obstacles. On the one hand, the cost of R & D is huge. Taking Tucson's future as an example, its financial report in the first quarter of 2022 pointed out that in the past three years, a cumulative loss of more than $ 1 billion, of which R & D expenses accounted for more than 70 % of the total expenditure.

On the other hand, the imperfect policy and law brings difficulties in commercialization. Ma Zhe, CEO of Xuncho Technology, has publicly stated that the rivalry of autonomous driving technology is only a matter of time. At present, more need to be negotiated and promoted to solve the improvement of national laws and regulations. "For example, in the process of vehicle formation, the distance between the two vehicles is very close, which is beyond the label of the current regulations."

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