"13th Five-Year" Smart Transport Development Judgment

Smart transport is making full use of next-generation information technologies such as the Internet of Things, spatial perception, cloud computing, and mobile Internet in the entire transportation field. It integrates the use of transportation science, system methods, artificial intelligence, knowledge mining, and other theories and tools for comprehensive perception and depth. Focused on integration, active service, and scientific decision-making, through the construction of a real-time dynamic information service system, in-depth mining and transportation-related data to form a problem analysis model to achieve industry resource allocation optimization capabilities, public decision-making capabilities, industry management capabilities, public service capabilities Promote and promote safer, more efficient, more convenient, more economical, more environmentally friendly, and more comfortable operation and development of transportation, and drive the transformation and upgrading of transportation-related industries.

I. Background and Significance of Smart Transportation Development

1. The policy dividend released by the government provides a good opportunity for the development of smart transportation

Over the years, the state and the government have attached great importance to the development of the transportation industry. In 2000, the Ministry of Science and Technology together with the relevant departments of the State Development Planning Commission, the Economic and Trade Commission, the Ministry of Public Security, the Ministry of Transport, the Ministry of Railways, the Ministry of Construction, and the Ministry of Information Industry established the National Intelligent Transportation System Coordinating Steering Group and Office to organize research into China’s intelligence. The development of transportation systems; the "Eleventh Five-Year Plan for the Development of Information Industry Science and Technology in the Mid-to-Long-Term Plan for 2020" identified the "Intelligent Transportation System" as a key development project; and the "Twelfth Five-Year Development Plan for Transportation" stated: " During the 12th Five-year Plan period, we must promote the construction of transportation information, vigorously develop intelligent transportation, and improve the modernization level of transportation; in the “Guiding Opinions on Promoting the Healthy Development of Smart Cities” drafted by eight ministries and commissions of the country, ITS is ranked as the top ten One of the areas of smart engineering construction; the report made by Minister Yang Chuantang in the National Transport Working Conference in 2014 “Deepening the reforms and pragmatic innovations and accelerating the development of the “four transportations”” proposes “four transportations” (integrated traffic and smart transportation). , green transportation, and safe traffic are used as transportation for the future and the current period of time. The main theme of the exhibition; Minister Yang mentioned twice in the speech at the 2015 National Transport Working Conference that "Smart traffic is the main battlefield."

In recent years, the Ministry of Transport has attached great importance to the development of smart transportation and proposed to build two systems of transportation infrastructure and informatization infrastructure, and to upgrade informationization to an equally important position in transportation infrastructure. Smart traffic has picked up the banner of leading the modernization of transportation and is one of the major trends in the future of traffic development.

2. The development of a new generation of emerging technologies provides strong support for smart transportation

The rapid development of next-generation information technologies such as the Internet of Things, cloud computing, big data, and mobile Internet has provided strong technical support for smart transportation. The use of Internet of Things technology can comprehensively perceive the construction status of transportation infrastructure and transportation vehicles, and monitor the operation of the entire traffic. The use of big data technology can fully tap and utilize the value of information data, revitalize existing data, and apply, evaluate, and make decisions on this basis to serve the management and decision-making of the transportation sector. Cloud computing provides a new model for the storage of various types of traffic data. The establishment of the "traffic cloud" will break the "information isolated island" and completely realize the sharing of information resources and the interconnection of systems. By using mobile Internet technology, smooth transmission and exchange of information among various modes of transportation can be achieved, so as to achieve rational distribution, coordination, and efficient operation of various modes of transportation.

3. Smart transportation is an important means to comprehensively deepen reforms in the transportation sector

At the Third Plenary Session of the 18th CPC Central Committee, the CPC Central Committee decided on several major issues concerning the comprehensive deepening of reforms: “To advance the modernization of national governance systems and governance capabilities. We must effectively transform government functions, deepen administrative system reforms, innovate administrative methods, and strengthen the government. Credibility and execution, building a government of the rule of law and a service-oriented government.” In order to deepen the implementation of relevant requirements for deepening reforms, the Ministry of Communications formally published the “Opinions on Comprehensively Deepening the Reform of Transportation” in January 2015, aiming at an integrated transportation system. The specific requirements have been put forward for reforms in the fields of transportation, modern market systems, toll road systems, and modern transportation services. The governance capacity of the contemporary government has already faced important challenges. Social participation and co-governance have become necessary tools. The development of informatization technology has created the basis for social participation, and information construction will become an important tool for the modernization of governance systems and governance capabilities. Smart transportation has become an important means for deepening the reform of the government system, accelerating the construction of service-oriented government, comprehensively improving the government's effective governance capacity, and actively adapting to the new trends in the development of new information technologies and the Internet.

4. Smart traffic is an important breakthrough in solving existing traffic problems

In recent years, with the advancement of urbanization and the rapid growth of the number of motor vehicles in China, the volume of urban road traffic has continuously increased, and various traffic problems have emerged: Traffic congestion has become the primary issue affecting the travel of large cities, and the number of traffic accidents is on the rise. , Vehicle exhaust pollution has become the main source of urban air pollution. These traffic problems have caused huge losses in economic development. In the first quarter of 2014, 40,283 road accidents involving casualties occurred throughout the country, causing 10,575 deaths and direct property losses of 210 million yuan. In April 2015, TomTom, a Dutch traffic and navigation service provider, released a global congestion city ranking. China became a major congested list. Among the 100 most congested cities in the world, there are 21 cities in mainland China, among which Beijing is ranked as the most congested city in the world. 15th place.

The development of smart transportation can ensure traffic safety, alleviate congestion problems and reduce traffic accidents. According to the analysis, intelligent traffic can reduce the accident rate of vehicles by more than 20%, reduce the number of deaths caused by traffic accidents by 30% to 70% each year, reduce traffic congestion by about 60%, and increase the efficiency of short-distance transportation by nearly 70%. Increase the capacity of the existing road network by 2 to 3 times. On the other hand, the development of smart transportation can improve the operational efficiency of vehicles and roads and promote energy conservation and emission reduction. When the vehicle is driving in the intelligent traffic system, the number of parking stops can be reduced by 30%, travel time can be reduced by 13% to 45%, and the vehicle use efficiency can be increased by more than 50%, resulting in a reduction in the amount of fuel consumed and exhaust emissions. According to analysis, car fuel consumption can also be reduced by 15%. The development of smart transportation in China has become inevitable and very urgent.

II. Current Status of China's Smart Transportation Industry Development

At present, the Chinese intelligent transportation system has entered the actual development and application stage from the exploration stage. Next, we will elaborate on the great achievements that have been made in China's smart transportation from three aspects: application areas, industry scale, and enterprise distribution.

From the application perspective, at present, China's smart transportation is mainly used in road traffic information, urban road traffic management service informatization, and urban public transport information.

In terms of highway traffic informationization. Beijing has implemented the "Technology Olympics" demonstration project of intelligent traffic application pilot projects. Guangzhou, Zhongshan, Shenzhen, Shanghai, Tianjin, Chongqing, Jinan, Qingdao, Hangzhou and other cities have also made beneficial attempts as demonstration cities for intelligent transportation systems; In the country, highways ETCs of 14 provinces and municipalities across the country are formally connected to operate in Beijing-Tianjin-Hebei, and the Yangtze River Delta region is gradually developing inter-provincial-area charging systems.

In the city road traffic management services informatization. Nanjing City Smart Cloud Traffic Guidance Service System provides road users with optimal route guidance information and various types of real-time traffic assistance information services by comprehensively analyzing traffic influence factors such as people, vehicles, and roads, and using various information dissemination methods. Travelers optimize the path. Xiamen Intelligent Traffic Command and Control Center collects road traffic information through multiple devices such as testing equipment, video patrols, telephones, WeChat, and Weibo, and releases information in a timely manner through outdoor induction screens, websites, and mobile phones.

In the city bus transit information. 37 cities have been selected as cities for the construction of public transit city demonstration projects. They have actively explored and achieved certain results in enhancing the attractiveness of public transport systems, regulating the total urban transport demand and travel structure, and improving the efficiency of urban transport operations.

In terms of industry scale, the overall market size of China's intelligent transportation industry in 2011 reached 25.28 billion yuan, an increase of 25.21% from 20.19 billion yuan in 2010. In 2012, with the advancement of smart city construction in various regions, investment in IT applications in the intelligent transportation industry was increased. Intensified efforts were made, with an increase of 25.59% in 2012 over 2011, and the scale reached 31.75 billion. In 2013, influenced by government investment to promote the construction of smart cities, the investment in intelligent transportation industry applications grew to 40.8 billion yuan, with a growth rate of 28.5%. It is estimated that by 2020, the investment in the domestic intelligent transportation sector will reach 100 billion yuan, and the intelligent transportation industry will enter a new round of rapid development.

From the perspective of business distribution, there are currently more than 2,000 companies engaged in the intelligent transportation industry in China, mainly concentrated in road monitoring, highway toll collection, 3S (GPS, GIS, RS) and system integration. The construction of safe cities in recent years has provided tremendous market opportunities for road monitoring. At present, there are about 500 companies in China that are engaged in the production and sales of surveillance products. Expressway toll system is a very unique intelligent transportation field in China. There are about 200 companies in China engaged in the production of related products, and domestic enterprises have obtained dual-interface CPU card technology with independent intellectual property rights. In the 3S field, although there are more than 200 domestic companies, there are still relatively few companies that can implement system functions. Although domestic enterprises engaged in intelligent transportation are "mixed", some enterprises that focus on specific fields have achieved good results in related fields after years of development. Some leading enterprises occupy an important position in the field of highway electromechanical systems, highway smart cards, geographic information systems, and BRT smart systems.

III. Judging the Development Trend of Smart Transportation during the 13th Five-Year Plan Period

1. The depth of Internet thinking penetrates fusion

In the second session of the 12th session of the CPPCC National Committee, Premier Li Keqiang proposed to formulate an “Internet +” action plan, which means that “Internet Plus” has officially risen as a national strategy, and the Internet will penetrate into the transportation industry in depth during the “13th Five-Year Plan” period. It will profoundly change the relevant links and will become an upgrade technology and important ideas for building smart transportation.

Big data thinking. The city will open up non-confidential data in a conditional manner, encourage enterprises to conduct data mining based on open data, tap the potential value behind big data, and provide people with more intelligent and convenient traffic information services.

User thinking. In order to make the funds invested in smart transportation more efficient and more targeted, in the construction of the project, using the idea of ​​crowdfunding on the Internet, we carry out surveys of the needs of the people and understand the issues that the people most want to solve, so that they can select projects in a targeted manner. The limited "good steel" (funds) are used in the "blade."

Cross-border thinking. The gradual integration of e-commerce and intelligent transportation makes people's travel experience and shopping, consumption and other services combined. Typical cases such as Alibaba, China’s largest e-commerce company, acquired Goude and integrated Goerd’s location services and travel route guidance with e-commerce services, giving users a whole new experience.

Free thinking. In terms of profitability, the profitability idea of ​​internet thinking has been introduced, and the business operation model of innovative projects has been used to enhance the feasibility study of the commercial operation mode of specific projects for marketable projects, and the hematopoietic function of the project itself has been enhanced so that the costs can be quickly and continuously recovered after the completion of the project. For example, free basic services, value-added service fees, or short-term free, long-term charges, or to the people free, transfer fees and so on.

2. Green traffic becomes the new background for traffic development

Accelerating the development of a green cycle of low-carbon transportation is an arduous and urgent strategic task of accelerating the transformation of transportation development methods and advancing the modernization of transportation. In recent years, the national level has actively promoted the construction of green traffic by issuing relevant policies and piloting cities. In 2010, the company launched a special campaign for low-carbon transportation for thousands of companies in the “car, ship, road, and harbor”; in 2012, the Ministry of Transport promulgated “Implementation Opinions on Implementing the “Guiding Opinions of the State Council on Urban Priority Development of Public Transportation””. Afterwards, the public transport city construction work was started. As of the end of 2013, 37 cities were selected as pilot cities for public transit cities; in 2013, the Ministry of Transport printed and issued the “Guiding Opinions on Accelerating the Development of Green Circulation Low Carbon Transportation Development”, and in the same year, it promulgated "Guidelines for the application of liquefied natural gas in the water industry", organized 10 cities including Wuxi to carry out pilot projects for low-carbon transportation cities.

During the “Thirteenth Five-Year Plan” period, with the continuous innovation of science and technology and the strong support of national policies, green transportation will become the new background for transportation development, and energy conservation and emission reduction will become the key words for the development of smart transportation. Vigorously develop the networking of cars and improve the efficiency of vehicle operations; attach importance to the development of smart cars, increase the level of intelligent vehicles, and strengthen the intelligent management of vehicles; actively adopt energy-saving and environmentally-friendly operating vehicles such as hybrid vehicles and alternative material vehicles; and build green “slow lines” The “Transportation” system enhances the attractiveness of public transport and non-motorized travel; builds a green transportation technology system, promotes the electronic and networking of the passenger and cargo transport market, improves transport efficiency, reduces energy consumption, and achieves technical energy-saving and emission reduction.

3. Emerging technology applications become more popular

During the “Thirteenth Five-Year Plan” period, with the development of emerging technologies such as cloud computing, big data, mobile Internet, and social networking media, its application in the smart transportation industry will become more popular.

— Internet of Things: Activates smart elements. Through various types of sensors, mobile terminals or electronic tags, the information system's perception of the external environment is more plentiful and detailed. This perception provides infinite possibilities for mutual recognition, interoperability, or intelligent control among people, vehicles, roads, goods, and systems. . In the future, intelligent highways, smart navigation channels, smart railways, smart civil aviation, intelligent vehicles, smart goods, smart stations, etc. will develop rapidly. Managers' technical performance and external environment of transportation infrastructure, transportation equipment, and station equipment can be improved. More comprehensive, timely and accurate.

- Cloud computing, big data: Light up the wisdom of traffic management. According to incomplete statistics, the amount of data generated by the current transportation industry is 100 PB per year, and the storage capacity is expected to reach tens of PB. Take the Beijing Traffic Operation Monitoring and Dispatching Center (TOCC) as an example. At present, the TOCC includes more than 6000 static and dynamic data and 60,000 multi-channel videos. Its static and dynamic data storage reaches 20T, and the daily data increment reaches 30G or so. Faced with the rapid growth of massive data, and under the support of technical support such as cloud computing and big data, the future traffic management system will have strong storage capabilities, rapid computing capabilities, and scientific analysis capabilities. The system will simulate real-world and predictable judgments. The capability is even better. It can quickly and accurately extract high-value information from massive data, and provide management and decision-makers with solutions that can be changed as needed. The predictability, initiative, timeliness, synergy and rationality of traffic management will be greatly improved. Promote.

- Mobile Internet: Improve the level of information services. Service is an essential attribute of transportation. With the large-scale application of mobile Internet and smart mobile terminals, information services are being developed to be personalized and customized. The information interaction between information service systems and transportation elements is more frequent. The system tracks and recognizes the needs of users more accurately and timely. It can provide users with the whole process planning of transportation trips or cargo transportation, real-time navigation and ticketing services, and location-based information services. The level of active push services has greatly improved.

4. The car network ushered in explosive growth

With the rapid expansion of domestic vehicle ownership, China is stepping into the automobile society. Social issues and conflicts related to automobiles have also become increasingly prominent. Among them, the conflicts between automobiles and roads, automobiles and the environment, automobiles and energy, and cars and pedestrians are increasingly increasing. prominent. All these show that China's car networking market contains a huge space. At the same time, the national government has clearly defined relevant policies and vigorously supports the development of the car network. The “Twelfth Five-Year Plan” has already adopted the Internet of Vehicles as one of the ten key deployment areas of the Internet of Things, and the relevant projects of the Internet of Vehicles have been listed as an important project of the third special project of China's major special projects, and the first capital investment has reached one trillion RMB level. The Ministry of Industry and Information Technology will start from many aspects such as industrial planning and technical standards, increase support for vehicle information services, and fully promote the comprehensive development of the vehicle networking industry.

However, due to the existence of bottlenecks such as industrial structure, business model, and safety regulations, China's car networking is still in its infancy. During the "Thirteenth Five-Year Plan" period, with the gradual release of the country's car-to-car networking policy dividends, continuous improvement of the technological level, and gradual infiltration of internet thinking, car networking will usher in an explosive growth period. According to Galaxy Securities’ forecast, in 2015 China’s car networking users will penetrate 10 million households, accounting for nearly 10% of the total number of car users at the time. The number of users will reach 40 million within five years, and the penetration rate is expected to exceed 20%. The "Internet of Things Industry Development Research (2010)" predicts that the market size of the Internet of Vehicles will reach 200 billion yuan in 2015 and 1 trillion yuan in 2020.

5. Participants tend to diversify

In December 2014, the National Development and Reform Commission issued the "Guiding Opinion on Launching Government and Social Capital Cooperation" to support the construction of social capital in key areas. The "Opinions of the Ministry of Transport on Comprehensively Deepening the Reform of Transportation" put forward: Improve the social capital's participation in the traffic construction mechanism. During the “Thirteenth Five-Year Plan” period, the state’s attitude toward the participation of social capital in smart transportation has become increasingly clear. At the same time, as the “Internet Plus” has risen to a national strategy, the Internet’s technology, thinking modes, etc. will gradually infiltrate into major areas of the transportation industry. Internet companies will actively participate in the construction of smart transportation, and users will also become important participants in smart transportation. The main body of smart transportation construction will exhibit diversified features.

-government. The government should consider more policy innovation, consider government information disclosure, and consider improving a fair and equitable market environment. Formulate relevant policies and regulations, actively encourage multi-party capital to enter the smart transportation sector, and at the same time provide a good environment for business innovation and business model innovation in the transportation field through initiatives such as creating an innovative culture (300,336 stock market) and promoting data opening. In addition, the government will also take more responsibility for the supervision and management of construction projects. Through the establishment of a performance evaluation and evaluation index system, the government will supervise and manage construction projects.

-Internet companies. Baidu, Alibaba and Tencent acted frequently in the areas of maps, navigation, and transportation. Ali invested in EtoTong, wholly-owned acquisition of Gaode, through Alipay's NFC into the public transportation sector; Baidu acquired the long-term Wanfang, through linkage with the traffic management department. Big Data, launched CarNet on-board equipment; Tencent acquired Keling Hangrui, cooperated with NavInfo (002405, stocks), and launched Lu Po, a car networking hardware product. BAT robbed mobile payment entrance by taxi and car software, Tencent invested a quick taxi, Alibaba invested a drip, Baidu invested in American App Uber, and the situation of “Three Kingdoms” continued until April 1, 2015. Fast merger. Internet companies possessing strong technology, data precipitation and mature Internet thinking will play a key role in the development of smart transportation industry and will also have a significant impact on the business model innovation of the transportation industry.

- Operators. The three major telecommunications operators have cooperated with the government, relying on the authoritative data back-end of the government, and have the advantage that Internet companies do not have the data resources to launch smart transportation APP applications. For example, under the leadership of the Guangzhou Municipal Government, based on the “Smart Guangzhou” background, the three major operators have jointly launched the “Xinxitong” series of APPs. This kind of “Operator-Government”-oriented application is very good. Shared their own advantages of resources. Operators can provide fast and smooth wireless network support and user groups, while governments provide powerful traffic information data.

-public. In the future, the smart transportation sector will pay more attention to user experience. User thinking will become the main theme in the construction and operation of smart transportation, and the public will play the role of investor, builder and supervisor. The public pays for high-quality, market-oriented and intelligent transportation services. At the same time, it is also an important participant. In the future, many smart transportation projects will come from the people and truly put user needs in the first place.