Car Networking Industrial Revolution 2015 market scale or broken billions

Currently, an important scene of mobile internet has not been fully excavated, that is, the car scene.

As car ownership increases dramatically, cars will become the next major mobile Internet portal. With the strong IT giants to move in, as well as the full vehicle enterprises and communications operators to actively promote the car scene has not been fully explored the status quo will change.

With the Internet giant in the field of car networking deployment, vehicle networking ecosystem is gradually maturing, 2015, a large number of car networking applications will be born, the rapid development of the industry led by the hundreds of billions of market space, is bound to generate industrial chain investment opportunities.

Internet giant deployment Vehicle networking

With the advent of the Internet to the mobile Internet, owning a portal means having a huge user and great business value. Car ownership has increased dramatically, and car networking has become the next major mobile Internet portal.

The so-called car networking is based on the vehicle intranet, vehicle network and mobile Internet, according to the agreed communication protocol and data exchange standards, in the car and X (vehicles, roads, pedestrians and the internet, etc.) between the wireless communication and information exchanges of large systems network.

By the end of 2013, China's car ownership has reached 137 million vehicles, accounting for about 1/10 of the world's car ownership. With the increasing of China's automobile sales, the auto industry will become more and more diversified, and the car networking market closely related to automobiles can develop rapidly. According to Yi-Zhi-chi, intelligence research Consulting, the 2015-year network penetration rate will increase from 4.67% in 2010 to 10%, the market is expected to break through 150 billion yuan, the 2020-year car network users will be more than 40 million, penetration rate of more than 20%, market size exceeded 400 billion yuan.

Some insiders pointed out that the mobile Internet for car networking development provides the basis, but before 2014, the car networking market changes are not obvious, mainly because of the lack of the Internet giant's strong impetus, this situation in 2014 changed.

In April 2014, Apple and Google each released the underlying system of the car network; in September, Tencent teamed up with NavInfo (002405,SZ) to release the first integrated vehicle networking solution "Wedrive", Tencent will be the platform to build Tencent car networking map; October, Tencent Road Treasure Box officially released, providing intelligent navigation, The whole car physical examination, fault interpretation and fuel consumption reminding four major functions, the main car after the market service. In addition, as Tesla and other electric vehicles mature, automotive electronics and car networking for the importance of cars again, so it can be expected that 2015 will be a large number of car networking applications, car networking industry will rapidly develop.

Chengdu Yi Gao Investment Management Co., Ltd. Investment director Wu Yang told the Daily Economic news reporter, with the smart phone, 4G network A large number of popular, car networking into the tens of thousands of households are sure, and China's car sales growth began to slow down, the future focus must be the car market. At the same time, Google, bat constantly layout, car networking must be the future development trend, in the short term, medium and high-end vehicle penetration rate will be faster.

More potential in the back pack market

Internet giants in the field of vehicle networking, the user and service-themed internet thinking is expected to make car users of the network services to enhance the stickiness, thus further stimulate the rapid popularity of car networking. In the industry hundreds of billions of market space, this will also be the whole industry chain feast.

According to the car networking market division, can be roughly divided into the former market and after the market, car before the market mainly refers to the car before the factory included in the entire vehicle electronic products and a variety of spare parts, mainly a variety of vehicle navigation system; After the market is the car sales, around the use of the car services Covers all the services that consumers need to buy a car. Since the market covers a wide range, long service cycle, so the market potential will be even greater. Representative service items include on-board diagnostic OBD (such as Golo), Automotive market service (O2O car repair, maintenance, car washing, etc.). In addition, around the automotive service, the network extension industry chain also includes the provision of traffic information, road it, second-hand car, car rental, financial payments and insurance and other projects. Car networking plate involves many links, with the domestic network of more than 10% vehicles, car networking industry is facing an outbreak of growth opportunities, 2015 is expected to be the birth of a large number of investment opportunities.

On the specific investment strategy, there are brokerage industry analysts pointed out that the rapid development of car networking, will be the first advantage of the entire vehicle manufacturers benefit, such as SAIC (600104,SH), equipment provider benefits include Sheng Road Communications (002446,SZ), the Gold fixed shares (002488,SZ); In the platform operation period, NavInfo, Rongzhilian (002642,SZ) and other data merchants and platform operators will also benefit; In addition, the vehicle networking data can also solve the problem of the opaque use of second-hand car transactions, which will also benefit the dealers used cars business.

Wu Yang that, after all, internet companies and traditional enterprises have only begun to contact, reflected to the enterprise performance is still relatively early, so 2015 years car network after the market more or subject to the theme or the topic of opportunity, investors focus can focus on Apple and other technology companies to drive the smart terminals of the U.S. stock rally, linked to a-share related companies investment opportunities. In addition, in the field of automotive aftermarket, investment opportunities in the 2015 can be considered from three aspects, one is the contact between the Internet and the traditional enterprises; the other is the new energy, new technology and new mode represented by Tesla, and the third is the core parts of domestic substitution import, etc., will be a good investment target.

At present, the four-dimensional map Xin from a map data vendors to become the leading automotive networking products, platforms and service providers, Tencent became the company's second largest shareholder, and has two representatives to the company's board of directors. September 2014, the company and Tencent jointly launched a car-mounted internet overall solution fun driving wedrive, the product not only enriched the company's network of vehicles in the content and services, but also help to enhance the company's data resources, its birth marks the two sides in the field of vehicle networking cooperation in the landing.