Recently, the integrated development of “smart vehicles” and “intelligent roads” has once again become a focal point for both the capital market and the industry. On May 31, the Beijing Municipal Government officially released the Tender Announcement for the Vehicle–Road–Cloud Integrated New Infrastructure Construction Project (Preliminary Design and Construction Drawings), with a total investment of approximately RMB 9.94 billion.
This landmark investment signals that China’s intelligent connected vehicle (ICV) development path based on vehicle–road–cloud integration is transitioning from pilot programs to large-scale application and normalized operation.
According to the announcement, the project will cover approximately 2,324 square kilometers, involving the construction and upgrading of around 6,050 road intersections, as well as the development and renovation of dual-intelligence dedicated network centers. The project is jointly tendered by Beijing Digital Infrastructure Investment & Development Co., Ltd., Beijing Smart City Network Co., Ltd., and Beijing Chewang Technology Development Co., Ltd.
Duan Zhiqiang, President of the SHINDEV Research Institute, stated in an interview with Securities Daily that this RMB 10 billion-level investment represents a milestone-scale commitment within the intelligent connected vehicle industry. As funding is rapidly deployed, Beijing is expected to gain a first-mover advantage among national smart mobility pilot cities, potentially driving broader adoption across other regions.
As a key participant in the vehicle–road–cloud ecosystem, Wanji Technology noted that the launch of Beijing’s tender represents a concrete example of the transition toward scaled deployment. It also provides clear operational guidance for the commercialization and promotion of high-level autonomous driving vehicles.
In January this year, five central government ministries jointly issued the Notice on Conducting Pilot Applications for Vehicle–Road–Cloud Integration, triggering strong responses from local governments nationwide. Since late April, multiple regions have actively submitted pilot applications, and the first batch of pilot cities is expected to be announced soon—marking the beginning of a nationwide construction cycle.
In addition to Beijing, regions including Anhui, Jiangsu, and Shenyang have also launched public tenders related to vehicle–road–cloud integration. According to Everbright Securities, the release of design tenders indicates that projects are officially entering the implementation phase, accelerating the deployment of vehicle–road collaboration as both hardware and software infrastructures advance in parallel.
From a long-term perspective, Duan emphasized that vehicle–road–cloud integration represents a core development path for intelligent connected vehicles, with strong underlying industry fundamentals. Supported by sustained policy initiatives, 2025 may become a pivotal turning point for the sector, ushering in a new stage of development.
He added that Beijing’s large-scale investment not only sends a clear signal to the market, but also creates a more favorable environment for enterprises committed to domestic and independently controlled technology development, significantly reinforcing industry confidence.
Globally, vehicle–road–cloud integration has become a strategic frontier in the automotive industry. By leveraging high-definition maps, sensors, cloud computing, and next-generation information and communication technologies, the sector enables seamless collaboration among vehicles, roads, and cloud platforms—driving deep cross-industry integration across transportation, communications, and energy.
On the supply chain side, localization across key components is accelerating. Duan noted that domestic enterprises have achieved substantial breakthroughs in critical areas such as intelligent driving chips, automotive LiDAR, and millimeter-wave radar, giving rise to a group of representative national players.
At the vehicle and application levels, automakers continue to enhance intelligent driving capabilities, with L2 to L3/L4 technologies steadily entering real-world deployment. Regulatory frameworks are also advancing; for example, Hangzhou’s Regulations on the Testing and Application of Intelligent Connected Vehicles took effect on May 1, making it the first provincial capital city in China to legislate vehicle road access for intelligent connected vehicles.
At the infrastructure and communications level, China’s Ministry of Industry and Information Technology recently announced plans to allocate 100 million 11-digit public mobile network numbers exclusively for vehicle-to-everything (V2X) services, providing critical support for large-scale deployment.
Wanji Technology stated that, leveraging years of technical expertise and operational experience in vehicle–road–cloud integration, the company will continue to deepen its involvement and investment in future projects.
