今天有请到公司的副总经理王总做一个交流分享下面会议正式开始首先还是想请王总对公司的业务以及近期的一些变化做一个简单的更新然后我们再开始提问环节下面有请王总 谢谢好的 谢谢郭海 刘老师然后也感谢各位投资人的时间因为近期感觉整个行业的政策是频发 所以也非常有幸的给大家来做一个政策的解读其实这几次的政策我个人认为它是可以串起来看的因为这两年的话最上面的总体的政策方向就是数据经济数据要素人工智能和新智生产力然后其实通过总体的纲领 最后到演化成行业那现在最大的交通里边最大的一个问题就是我们的感知测的这些设备其实是不能承受不能承担目前咱们想要的这种数据或者是数据要素的这么一个应该说是全国的这么一个范围内的去统筹去做的这么一个重要任务因为它的质量化率还是非常低的 所以其实紧跟着上面这些最整体的政策然后我们整个行业尤其是这两年发生了一些我觉得是政策的拐点的变化那我接下来就给大家做一个汇报因为整个交通行业它是五年一个周期现在已经是五年的后两年了 根据以往的这个历史规律看呢现在这后两年呢就是个政策的一个验收的节点所以呢相应到企业里面就是我们行业的一个大周期的一个旺季然后大家可以回顾去年就是上一个上一个那个五年前呢就是19年突然的 ...

有一个这个比较大规模的一个测试场包括给这个啊根据地这边的一些整个场上这个之前有这个红旗了百度的几款包括最近的小米啊还有几款车呢都提供这种一个是研发等等的测试服务另外一个呢这个车呢是L4级别的一些认证这块呢就是 包括在过去几年当中从路侧大家非常熟悉的感知端从摄像头的毫米波雷达到路侧的通信单元到边缘地带的智能体到监控中心再到车载的终端然后全产品全软件的产业链都进行了一个布局那么过去几年的话实际上这个行业来讲的话就是像车路协同很多都在各个地方的城市内做一个示范区一个小规模的像之前在北京一段这块实际上北京的城市还走得非常靠前的 经过1.0 2.0 3.0不同小范围的这种实验包括局部的一些推广然后一直到今年到整个市区绝大部分也不到还没有说全部市区从四环到六环这样一个区域绝大部分三分之二的这样一个红绿灯的路口进行改造就这样这么一步步走过来所以就说公司也随着这个行业的进展再把整个产业链包括相关的智囊硬件产品的布局相对来讲也比较完整那么也有相对比较多的应用场景这方面的经验 那么这个事情实际上是过去几年我觉得这个事情是推进到今天这样的一个就是一个比较显著的一个进展包括可能最近大家也都在关心说还有哪些城市那么像工信部从去年到今年 ...

Financial Data and Key Metrics - The company has sufficient cash flow and is deepening cooperation with regions like Beijing-Tianjin-Hebei through joint ventures [2] - The company's historical highest transportation revenue was 4 billion, last year it was 2.5-2.6 billion, and the overall revenue volume may significantly exceed the historical highest level [7][11] Business Line Data and Key Metrics - The company has a complete layout in the industrial chain of vehicle-road-cloud integration, with a relatively good foundation in cities like Chengdu, Chongqing, and Guangzhou [2] - The company has a 10% market share in the transportation sector, which has a scale of several hundred billion [7][11] Market Data and Key Metrics - The company has won a large project in Uzbekistan worth tens of millions, which is a significant project overseas [4] - The company is promoting transportation projects to countries along the Belt and Road, with some new products like the integration of transportation and energy, and the enrichment of charging pile product categories [4] Company Strategy and Industry Competition - The company has a first-mover advantage in the transportation sector and is deeply involved in creating benchmarks in some municipal-level projects [11] - The competition in the transportation sector is expected to intensify as the industry upgrades and transforms [11] Management Comments on Operating Environment and Future Prospects - The transportation industry is entering a new construction cycle in the coming years [8] - The company expects the overall revenue volume to significantly exceed the historical highest level due to the pure incremental market in cities and the large scale of the highway sector [7][11] Other Important Information - The company has a comprehensive product layout in the vehicle-road-cloud integration sector, including perception units, signal machines, cloud control centers, edge computing, and onboard OBUs [16] - The company has been involved in large-scale testing fields in Beijing since 2015-2016, providing automotive technical services and L4 level certification services to companies like Hongqi, Baidu, and Xiaomi [13] Q&A Session Question: What is the performance increment of the vehicle-road-cloud integration project for the company? - The company expects a significant increase in revenue due to the pure incremental market in cities and the large scale of the highway sector [7][11] Question: What is the progress of overseas business? - The company has won a large project in Uzbekistan worth tens of millions, which is a significant project overseas [4] Question: What is the landing rhythm and sustainability of the vehicle-road-cloud integration project? - The project will be promoted in batches, with the first batch covering no more than 10 provinces this year and the second batch next year, with a total of 20,000-30,000 kilometers in three years [5][7] Question: What is the impact on the industry? - The industry is transitioning from pilot practices to standard implementation, with other cities able to follow the established standards [6] Question: What is the progress of AI terminal products? - The company has launched many related products in the security sector, with some deployments in airports this year [9] Question: What are the company's competitive advantages? - The company has a first-mover advantage and is deeply involved in creating benchmarks in some municipal-level projects [11] Question: What is the value breakdown of a single intersection? - A single intersection is worth over 1 million, with 70% being over 1 million, and the perception unit at the road end is worth 200,000-300,000 for pure equipment and 400,000 including construction and installation [6][12] Question: What are the company's product layouts in the vehicle-road-cloud integration sector? - The company has a comprehensive product layout, including perception units, signal machines, cloud control centers, edge computing, and onboard OBUs [16]

交通部近期关于交通基础设施数字化转型升级政策和以前交通信息化政策有什么区别？对行业有 何影响？ 以前更多是一些试点实践，现在是落地到一些标准，模式落地，按照一些模式推进，除了有试点 的城市，其他城市都可以按这个标准去落地。 北京 100 亿，别的城市，上海和深圳路口也不少，基本可以按照路口推算，一个路口 100 多万。 城市后面越来越多，是纯增量市场，另外就是公路端，有大几百亿的规模，我们有 10%的市场份 额，正常拿到的话，我们交通收入历史最高的是 40 亿，去年 25-26 亿，整体收入体量可能有比较 大幅的提升，可能会超过历史最高水平。 1.北京近 100 亿项目对应的价值量：30%和通信网络相关，主要和运营商相关，70%和核心设 备、软件、设备安装调试等工作。信息化这种软硬件的比例能达到 80%以上。路端的感知单元， 纯设备大概 20-30 万，包括摄像头、激光雷达等，含施工安装大概 40 万。剩下的是云控中心、边 缘端计算单元，加起来单个路口有 50-60 万。公司涉及到的能占到 60%以上。 2.交通项目落地节奏和持续性：除了北京之外，剩下十几个城市都会作为试点城市推动，北京车 路云一体化项目下半 ...

*本篇内容均来自公司电话会交流，不代表我方观点。 摘要： 1.北京近100亿项目对应的价值量：30%和通信网络相关，主要和运营商相关，70%和核心设备、软 件、设备安装调试等工作。信息化这种软硬件的比例能达到80%以上。路端的感知单元，纯设备大概 20-30万，包括摄像头、激光雷达等，含施工安装大概40万。剩下的是云控中心、边缘端计算单元，加 起来单个路口有 50-60万。公司涉及到的能占到60%以上。 2.交通项目落地节奏和持续性：除了北京之外，剩下十几个城市都会作为试点城市推动，北京车路云一 体化项目下半年到明年都会有一些招标落实。高速公路今年第一批不超过10个省，明年第二批，参照 第一批模式去推进，三年也就搞2-3万公里，三年之后，如果示范做的不错，再把存量和新建的高速公 路都按照新标准去搞，所以是持续会进行的。 3.对公司业绩增量：一个路口100多万，城市后面会越来越多，是纯增量市场，另外就是公路端，有大 几百亿的规模，我们有10%的市场份额。交通收入历史最高的是40亿，去年25-26亿，整体收入体量可 能有比较大幅的提升，可能会超过历史最高水平。 车路云一体化方面，公司有哪些产品布局？ 最早15-1 ...

Financial Data and Key Metrics Changes - The company has achieved significant progress in video data monetization, completing projects in various scenic spots and cultural tourism sectors, indicating the commercial value of video data [2] - The company reported a healthy asset structure with low debt levels and sufficient cash on hand, ensuring that project implementation does not exert significant pressure on cash flow [30] Business Line Data and Key Metrics Changes - In the field of smart transportation, security, large model applications, video data monetization, and transportation-energy integration, the company has made notable advancements [3] - The company has developed charging pile products and secured orders worth hundreds of millions, marking important progress in new product development and market expansion [3] Market Data and Key Metrics Changes - The bidding cycle for the new round of smart transportation construction in Beijing is set from the end of June to the end of July, with a construction period expected to be completed within one to two years [8][12] - The government and enterprises are collaborating to ensure the smooth progress of transportation infrastructure projects, with significant investments being made in various cities [20][21] Company Strategy and Development Direction - The company aims to continue promoting the integration of vehicle, road, and cloud technologies to enhance the safety and reliability of autonomous driving [3] - The focus on edge computing and cloud control centers is expected to change the competitive landscape, with fewer companies participating due to higher barriers and challenges [36] Management's Comments on Operating Environment and Future Outlook - The management highlighted that despite current fiscal constraints, funding issues for transportation infrastructure projects have been resolved, with clear funding sources established [22][23] - The management emphasized the importance of government support in leveraging investments for project completion, particularly in economically favorable cities [20][21] Other Important Information - The company has a strong R&D and production capability for its proprietary products, including millimeter-wave radar and cameras, while opting for external procurement for certain server-related products [15] - The gross margin for the new round of smart transportation construction projects is expected to be higher than traditional businesses due to reduced costs associated with civil engineering [36] Q&A Session Summary Question: What new progress has the company made in video data monetization? - The company has completed several projects in scenic spots and cultural tourism sectors, showcasing the commercial value of video data [2] Question: What new products and progress has the company made in transportation and energy integration? - The company has developed charging pile products and secured significant orders, indicating progress in new product development [3] Question: How is the funding issue for transportation infrastructure projects being resolved amid current fiscal constraints? - Despite fiscal constraints, funding issues have been addressed, with clear funding sources established, including government investments [22][23] Question: How does the company view the competitive landscape for edge computing and cloud control centers? - The competitive landscape is expected to change significantly, with fewer companies participating due to higher barriers and challenges [36] Question: What is the expected gross margin for the new round of smart transportation construction projects compared to traditional businesses? - The gross margin is expected to be higher due to reduced costs associated with civil engineering and a focus on software and hardware [36]

东吴证券研究所提醒您本次电话会议仅面向机构投资者或受邀客户第三方专家发言内容仅代表其个人观点 所有信息或所表述的意见均不构成对具体证券在具体价位具体时点具体市场表现的判断或投资建议未经合法授权严禁录音转发及相关解读涉嫌违反上述情形等我们将保留追究法律责任的权利感谢您给予的理解和配合谢谢 各位投资者晚上好我是动物计算机的研究员张文嘉近期在交通部相关的交通信息化的政策指导下我们可以看到像北京福州等等地区已经开始了车路云一体化的招标特别是上周末北京将近100个亿的招标引起了市场广泛的关注今天我们也是非常荣幸邀请到在交通信息化领域有非常多年的布局积累而且也有相关经验的天方科技 咱们的公司领导董秘石总来给我们做一个分享那个石总要不就是先请您就车路云一体化这方面公司的具体的一些产品布局做一个相对比较详细的介绍可以感谢本市动物证券邀请然后因为最近这几天就是从周末开始北京市99个亿的招标信息发布之后 大家这两天呢也对这块都非常关注然后包括就是过去的几年这个车路协同吧车路云一体化这个模式吧然后过去几年呢就是最早在1516年的时候公司已经在这块开始布局了然后包括在北京一庄呢实际上我们还联合了几家单位呢有一个这个比较大规模的一个测 ...

感谢大家参加本次会议,会议即将开始,请稍后。感谢大家参加本次会议,会议即将开始,请稍后。 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议,会议即将开始,请稍后。感谢大家参加本次会议,会议即将开始,请稍后。 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议,会议即将开始,请稍后。感谢大家参加本次会议,会议即将开始,请稍后。 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议,会议即将开始,请稍后。感谢大家参加本次会议,会议即将开始,请稍后。 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议,会议即将开始,请稍后。感谢大家参加本次会议,会议即将开始,请稍后。 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议,会议即将开始,请稍后。感谢大家参加本次会议,会议即将开始,请稍后。 感谢大家参加本次会议会议即将开始请稍后 感谢大家 ...

证券代码：002373 证券简称：千方科技 公告编号：2024-037 北京千方科技股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 北京千方科技股份有限公司（以下简称"公司"）于2024年1月23日召开第六 届董事会第三次会议，会议审议通过了《关于拟以集中竞价交易方式回购公司股 票的议案》，同意公司使用自有资金以集中竞价交易方式回购公司部分已发行的人 民币普通股（A股）股票，回购股票的资金总额不低于人民币0.5亿元（含），且不 超过人民币1亿元（含）；回购股票将用于未来实施员工持股计划或股权激励，如 未能在股票回购实施完成之后36个月内使用完毕已回购股票，尚未使用的已回购 股票将予以注销。本次回购价格不超过15.00元/股，回购期限自董事会审议通过本 次回购股票方案之日起不超过6个月。具体回购股票的数量和占总股本的比例以回 购期满时实际回购的股票数量为准。 具体内容请参见同日刊登在《中国证券报》、《上海证券报》、《证券日报》、 《证券时报》及巨潮资讯网（www.cninfo.com.cn）的《关于拟以集中竞价交易方 式 ...

感谢大家参加本次会议,会议即将开始,请稍后。感谢大家参加本次会议,会议即将开始,请稍后。 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议,会议即将开始,请稍后。感谢大家参加本次会议,会议即将开始,请稍后。 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议,会议即将开始,请稍后。感谢大家参加本次会议,会议即将开始,请稍后。 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议,会议即将开始,请稍后。感谢大家参加本次会议,会议即将开始,请稍后。 感谢大家参加本次会议,会议即将开始,请稍后。 感谢大家参加本次会议,会议即将开始,请稍后。感谢大家参加本次会议,会议即将开始,请稍后。 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本次会议会议即将开始请稍后 感谢大家参加本 ...