Skip to content
N
Data Layer · High-Definition Maps and Autonomous Driving Data

NavInfo

📈 002405:SZ🌍 China

Provides navigation maps, high-definition maps, autonomous driving data services, and connected vehicle solutions; it is the largest vehicle-location data service provider in China.

⚔️ Core Moat

Holds the country's most scarce national-scale high-definition location data assets, and is an indispensable data provider in the high-definition map and autonomous driving data sector in China.

Company Overview

NavInfo was founded in 2002, formerly a subordinate unit of the State Bureau of Surveying and Mapping, headquartered in Beijing. It was listed on the Shenzhen Stock Exchange in 2010. The company is China's largest provider of navigation map and connected vehicle data services.

NavInfo's core moat lies in "license + data." The production of navigation electronic maps requires the national Class A surveying and mapping qualification, which poses an extremely high entry barrier in China. NavInfo is one of the few companies in China holding this qualification and also possesses the most comprehensive data for in-vehicle location services (navigation, real-time traffic, high-definition maps). Under the development trend of AI-driven autonomous driving (end-to-end large models), high-quality location and road condition data are key to training autonomous driving models.

Core Business

HD Map (High-Definition Map)

Standard configuration for L2+/L3 autonomous driving solutions. Provides lane-level map data with 10–20cm accuracy, covering major highways and urban expressways nationwide.

Provides built-in navigation map data for nearly all car brands sold in China, including BMW, Mercedes-Benz, and Volkswagen.

Connected Vehicle Big Data

Leverages real-time location and driving data from millions of connected vehicles to deliver data services such as traffic condition prediction and charging pile planning.

Market Landscape

DimensionData
Domestic in-vehicle navigation mapsNo.1 in market share
HD mapsTop 3 domestically
Key competitorsBaidu Maps, AMap

Risks and Summary

NavInfo's high-precision location data is an important foundation for training "end-to-end" large models for autonomous driving. This dual barrier formed by "licensing + data accumulation" gives it an irreplaceable position in the autonomous driving data track.