新能源汽车大数据应用的投资机会前瞻研究

Prospective Research on Opportunities for Investing in Application of New Energy Vehicle Big Data

新能源汽车产业近年来迅速发展,随着保有量的持续上升,使用环节缺乏专属配套政策、管理标准、产品服务等问题逐步凸显。明确了新能源汽车大数据的定义,剖析了其在智慧监管、汽车金融、保险创新、二手车交易等环节的应用价值及进展,充分分析了当前应用环境并研判未来发展趋势,同时,梳理了行业相关参与者概况及投资机会。研究表明,新能源汽车大数据将在使用端服务方面,逐步形成成熟的商业模式,发挥巨大应用价值。相关投资机会主要包括国家级数据平台及创新中心、地方级数据平台及运营中心、专业类科研院所、智能网联相关科技企业四大类主体。

The new energy vehicle industry has developed rapidly in recent years.With the continuous rise in ownership,the lack of specialized supporting policies,management standards and product services has gradually become a prominent problem for customers.This paper introduces the big data of new energy vehicles,analyzes its application value and progress in smart supervision,auto finance,insurance innovation,second-hand car trading,etc.and studies the current application environment and future development trends.Meanwhile the paper sorts out the relevant participant profiles and their investment opportunities in the industry.The analysis shows that new energy vehicle big data will gradually form a mature business model and play an important role in end user services.The relevant investment opportunities mainly fall into four categories:national data platform and innovation center,local data platform and operations center,professional and scientific research institutes and science and technology enterprises related to intelligent networking.