您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [灼识投资咨询(上海)]:China’s V2X (Vehicle-to-Everything) Industry Report - 发现报告

China’s V2X (Vehicle-to-Everything) Industry Report

2026-06-08 灼识投资咨询(上海) 还是郁闷闷啊
报告封面

©2026CIC.Allrightsreserved.Thisdocumentcontainshighlyconfidentialinformationandissolelyfortheuseofourclient. Nopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenconsentofCIC. CICReports|China’s V2X(Vehicle-to-Everything)Industry Report Ex ecutiveSummary Intelligentdriving relies heavily on the synergy between VehicleIntelligenceand V2X(Vehicle-to-Everything)technology.Whilevehicleintelligence forms the foundational core,it is physicallyconstrainedbyblindspots.V2Xbridgesthesegapsbyconnectingvehicles,roads,clouds,andnetworksviastandardizedcommunicationframeworks(likeDSRCandC-V2X),ensuringsafetyandefficiencyacrossallroadusers. TableofContents 1.MarketOverview 1.1MarketDefinition1.2V2XCoreComponents1.3MarketSizeandGrowth 2.KeyGrowthDrivers2.1KeyDrivers2.2FutureOutlook CICReports|China’s V2X(Vehicle-to-Everything)Industry Report 1.Mark etOverview 1.1MarketDefinition IntelligentdrivingreliesonthesynergybetweenvehicleintelligenceandV2X(Vehicle-to-Everything)technology.Whilevehicleintelligenceprovides the foundation through onboard perception,decision-making,andcontrol,itsuffersfromphysicallimitationslikeblindspots and poor infrastructure integration;meanwhile,V2Xbridgesthese gaps by connecting vehicles,roads,clouds,andnetworks.Together,theyeliminateinformationblindspotsincomplextrafficandenablecoordinatedcontrolandintentionsharingbetweenvehiclesand infrastructure,ultimately resolving roadconflicts andsignificantlyenhancing both transportation safety and systemefficiency. 1.2V2XCoreComponents On-BoardUnit(OBU):It is a vehicle-installed wireless transceiverthattransmits vehicle status data to other vehicles and roadsideinfrastructureviathe5.9GHzfrequencyband. RoadsideDevice:ComprisingRSUsandsensors(likecamerasandLiDAR),it broadcasts real-time traffic conditions to vehicles andconnectswiththecloudplatform. CICReports|China’s V2X(Vehicle-to-Everything)Industry Report CloudPlatform:Serving as the central data and traffic decisioncenter,itanalyzesaggregateddatafromOBUsandRSUstoprovidetrafficoptimizationplansandcontrolcommands. CommunicationInfrastructure:Consisting of optical fibers and4G/5Gbasestations,itensuresefficient,stable,andhigh-speeddatatransmissionacrosstheentireV2Xnetwork. Toenableseamlessinterconnectivityamonghardwarefromdiversemarketplayers,theindustryreliesonstandardizedcommunicationframeworkslikeDSRCandC-V2X.WhiletheV2Xecosystem—comprising hardware suppliers,software providers,systemintegrators,and network operators—delivers limited directvaluetoindividualvehicleslackinganOBU,theoveralldeploymentofV2Xsolutions generates systemic benefits that enhance trafficefficiencyandroadsafetyforallroadusers. 1.3MarketSizeandGrowth China'sV2X market has arrived at a pivotal breakthrough stage,propelledby technological advancements in 5G,sensing andartificialintelligence,complemented by robust government policysupport,comprehensive standardization efforts and large-scaletestinggroundconstruction.Todate,Chinahasdeployed17national CICReports|China’s V2X(Vehicle-to-Everything)Industry Reportdemonstrationzones,7nationalV2Xpilotzonesand16"dual-intelligence"pilotcities,whichhavesuccessfullypioneeredthedevelopmentandimplementationoffullyintegratedvehicle-road-cloudcollaborativesystems.Themarketsizefortheseintegratedsystems is forecast to experience explosive growth,expandingfromRMB2.0billionin2024toRMB23.8billionby2030,correspondingtoanimpressiveCAGRof50.9%. Source:CICReports CICReports|China’s V2X(Vehicle-to-Everything)Industry Report 2.KeyGrowthDrivers 2.1KeyDrivers FavorableGovernmentPolicy Governmentpolicy is a critical driver for China's V2X industry,focusingoninfrastructureconstruction,intelligentapplications,cloudplatforms,and expanded use cases.Key initiatives include a 2021pilotprogram establishing 7 national V2X pilot zones and 16dual-intelligencepilotcitiesbylate2024,whichattractedhundredsofbillions ininvestments.Additionally,a 2024 jointministry noticelaunchedthe"Vehicle-Road-Cloud"applicationpilot,positioningV2Xasaprimarycatalystforthefuturegrowthofthenation'sautomotivesector. DemandforTrafficSafety Dueto increasing private vehicle ownership and the growingcomplexityof traffic conditions,the number of traffic accidentscontinuesto rise,causing economic losses of trillions of dollarsannually.V2X can significantly reduce traffic accidents,such aschaincollisionsandred-lightrunningincidents,bycommunicatingtrafficconditionsandsendingwarningstovehicles. CICReports|China’s V2X(Vehicle-to-Everything)Industry Report IncreasedDemandforUrbanTrafficEfficiency Asurbanizationaccelerates andpopulationdensity increases,thedemandfor fast and convenient travel grows.V2X integratesinformationfrom vehicles,roadside infrastructure and cloudplatforms,helping traffic management authorities monitor trafficconditions,optimizeroutesandpreciselycontroltrafficflow,therebysignificantlyimprovingefficiencyandreducingcongestion. ImprovedSmartRoadsideInfrastructure Continuouslyimproved r