Company and Industry Summary Company Overview - The company is undergoing a transformation period, focusing on autonomous driving and computing power as its main lines for 2026, with plans to finance AI algorithms, low-altitude communication chips, and hardware development [2][3]. Key Points and Arguments Business Transformation - The company is shifting from traditional planning consulting to technology productization and internationalization, with initial products in low-altitude economy and intelligent connected vehicles [3]. - A debt financing plan is in place to support the transition, targeting core hardware products like AI algorithms and low-altitude communication modules [3]. Autonomous Driving Focus - The company is concentrating on L4 level buses and general chassis, avoiding competition in the Robotaxi market, and leveraging the need for public transport upgrades to drive automation for state-owned enterprise clients [2][3][7]. - The company has developed prototypes for unmanned buses and logistics vehicles, currently testing in various locations [3]. Low-altitude Economy - The current industry outlook for the low-altitude economy is less favorable than in 2024, with slower-than-expected order releases primarily due to commercial return rates [4][5]. - The company is focusing on urban governance with a "one network for management" platform, integrating drone technology for inspections and governance [4][5]. Computing Power Expansion - The company has invested in and is operating 500P of computing power as of 2025, with plans to expand to approximately 3,000P in 2026 to optimize its business structure [2][6]. - The project aims to create a platform connecting all intelligent terminal devices for urban governance, enhancing the company's software capabilities [6]. Product Development - Key products under development include smart towers for unified management of low-altitude and ground traffic, and a "platform + drone" solution for various government departments [7][8]. - The company is focusing on modular autonomous driving chassis applicable in multiple scenarios, including logistics and passenger transport [7]. Global Expansion - The company is targeting Southeast Asia and the Middle East for international expansion, aiming to replicate Shenzhen's urban traffic management model [9][11]. - Collaboration with major infrastructure companies is planned to provide smart city solutions as part of the Belt and Road Initiative [9]. Capital Operations - A change application for capital operations was accepted in mid-March 2026, with results expected by August or September 2026 [10]. - The company is focusing on a "three-pronged" strategy: technology productization, platformization, and internationalization [10]. Revenue and Order Outlook - Expected revenue growth in 2026 includes three large software platform projects worth approximately 30-40 million yuan each, and a smart upgrade project in Huanggang worth over 300 million yuan [12]. - The company is also planning regional smart city pilot projects and further investments in computing power [12][13]. Future Development Focus - The company is at a critical transformation point, with 2026 and 2027 being pivotal years for expanding its autonomous driving and computing services [15]. - The focus is on product development from prototype to pilot application, preparing for future scale expansion and refinancing [15].

股票简称：深城交 股票代码：301091 深城交科技集团股份有限公司 总部大厦1栋1101） 2025年度向特定对象发行股票 募集说明书 （申报稿） 保荐机构（主承销商） （住所：深圳市罗湖区红岭中路 1012 号国信证券大厦 16-26 层） 二〇二六年三月 （注册地址：广东省深圳市龙华区民治街道北站社区龙华设计产业园 深城交科技集团股份有限公司 募集说明书 公司声明 本公司及全体董事、董事会审计委员会委员、高级管理人员承诺本募集说明 书内容真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，按照诚信 原则履行承诺，并承担相应的法律责任。 本公司控股股东承诺本募集说明书内容真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，按照诚信原则履行承诺，并承担相应的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人保证募集说明书中财务 会计资料真实、完整。 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对申请 文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行人的 盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与之相反 的声明均属虚假不实陈述。 根据《 ...

关于向特定对象发行股票申请获得深圳证券交易所受理的 公告 证券代码：301091 证券简称：深城交 公告编号：2026-009 深城交科技集团股份有限公司 公司本次向特定对象发行股票的事宜尚需通过深交所审核，并获得中国证券 监督管理委员会（以下简称"中国证监会"）同意注册后方可实施，最终能否通 过深交所审核并获得中国证监会同意注册的决定及时间仍存在不确定性。公司将 根据该事项进展情况及时履行信息披露义务，敬请广大投资者谨慎决策，注意投 资风险。 特此公告。 深城交科技集团股份有限公司董事会 2026 年 3 月 17 日 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。 深城交科技集团股份有限公司（以下简称"公司"）于近日收到深圳证券交 易所（以下简称"深交所"）出具的《关于受理深城交科技集团股份有限公司向 特定对象发行股票申请文件的通知》（深证上审〔2026〕46 号）。深交所对公司 报送的向特定对象发行股票的申请文件进行了核对，认为申请文件齐备，决定予 以受理。 ...

北京国枫律师事务所 关于深城交科技集团股份有限公司 北京国枫律师事务所 Grandway Law Offices 北京市东城区建国门内大街 26 号新闻大厦 7 层 邮编：100005 电话（Tel）：010－66090088/88004488 传真（Fax）：010－66090016 2025 年度向特定对象发行股票的 法律意见书 国枫律证字[2026]AN027-1 号 | 目 录 | | --- | | 释 义 2 | | --- | | 一、本次发行的批准和授权 7 | | 二、本次发行的主体资格 7 | | 三、本次发行的实质条件 7 | | 四、发行人的独立性 10 | | 五、发行人的股本及演变 10 | | 六、发行人的业务 10 | | 七、关联交易及同业竞争 11 | | 八、发行人的主要财产 15 | | 九、发行人的重大债权债务 16 | | 十、发行人的重大资产变化及收购兼并 16 | | 十一、发行人章程的制定与修改 16 | | 十二、发行人股东会、董事会及规范运作 17 | | 十三、发行人董事、监事和高级管理人员及其变化 17 | | 十四、发行人的税务 18 | | 十五、 ...

保荐人（主承销商） （深圳市罗湖区红岭中路 1012 号国信证券大厦 16-26 层） 国信证券股份有限公司 关于深城交科技集团股份有限公司 创业板向特定对象发行股票的 上市保荐书 保荐机构声明 3-3-2 深圳证券交易所： 本保荐机构及所指定的两名保荐代表人均是根据《中华人民共和国公司法》 （以下简称《公司法》）、《中华人民共和国证券法》（以下简称《证券法》）、《上 市公司证券发行注册管理办法》（以下简称《注册管理办法》）等有关法律、法规 和中国证券监督管理委员会（以下简称"中国证监会"）的有关规定，诚实守信， 勤勉尽责，严格按照依法制订的业务规则、行业执业规范和道德准则出具本上市 保荐书，并保证所出具的文件真实、准确、完整。 3-3-1 | 一、发行人基本情况 3 | | --- | | （一）发行人简介 3 | | （二）主营业务 3 | | （三）主要经营和财务数据及指标 4 | | （四）发行人面临的主要风险 5 | | 二、本次发行的基本情况 8 | | （一）发行股票的种类和面值 8 | | （二）发行方式和发行时间 8 | | （三）发行对象和认购方式 8 | | （四）定价基准日、发行价格及 ...

目 The | 审计报告 … | | --- | | 二、财务报表 ………………………………… ·················· 第 7-14 页 | | --- | | (一) 合并资产负债表 ………………………………………………………………………… 第 7 页 | | (二) 母公司资产负债表………………………………………………………………………………… 第 8 页 | | (三) 合并利润表 | | (四) 母公司利润表 | | (五) 合并现金流量表 | | (六) 母公司现金流量表……………………………………………………第 12 页 | | (七) 合并所有者权益变动表…………………………………………第 13 页 | | (八)母公司所有者权益变动表 ……………………………………………………………………………第 14 页 | 三、财务报表附注………………………………………………………………………… 第 15—103 页 证书复印件 ……………………………………………………………… 第 104—107 页 山山区县是否申请书称亚诗可的会计 您可使用手机"扫一扫"或危机-【注册会 (http://a ...

国信证券股份有限公司关于 深城交科技集团股份有限公司创业板 向特定对象发行股票的 发行保荐书 保荐人（主承销商） （深圳市罗湖区红岭中路 1012 号国信证券大厦 16-26 层） 保荐机构声明 本保荐机构及所指定的两名保荐代表人均是根据《中华人民共和国公司法》 （以下简称《公司法》）、《中华人民共和国证券法》（以下简称《证券法》）、 《上市公司证券发行注册管理办法》（以下简称《注册管理办法》）等有关法律、 法规和中国证券监督管理委员会（以下简称"中国证监会"）的有关规定，诚实 守信，勤勉尽责，严格按照依法制订的业务规则、行业执业规范和道德准则出具 本发行保荐书，并保证所出具的文件真实、准确、完整。 3-1-1 | 第一节 本次证券发行基本情况 3 | | | --- | --- | | 一、保荐代表人情况 3 | | | 二、项目协办人及其他项目组成员情况 3 | | | 三、发行人基本情况 4 | | | 四、发行人与保荐人的关联情况说明 7 | | | 五、保荐机构内部审核程序和内核意见 8 | | | 第二节 保荐人承诺 10 | | | 第三节 对本次证券发行的推荐意见 | 11 | | 一、对本次 ...

Group 1 - The company plans to raise up to 1.8 billion yuan through a private placement of A-shares, issuing no more than approximately 158 million shares, which accounts for 30% of the pre-issue total share capital [1] - The funds raised will be allocated to several projects, including 400 million yuan for a traffic industry model and ecological applications, 1.09 billion yuan for research and large-scale application of intelligent transportation equipment, 110 million yuan for global business expansion, and 200 million yuan for working capital [2] - The private placement plan has been approved by the board of directors but is subject to approval from regulatory bodies such as the China Securities Regulatory Commission and is influenced by market conditions, indicating uncertainty [2] Group 2 - For the first three quarters of 2025, the company reported total operating revenue of 671 million yuan, a year-on-year decrease of 13.96%, and a net profit attributable to shareholders of 43.07 million yuan, down 27.24% year-on-year [3]

Core Viewpoint - The urban renewal master plan for Wujiang District, Suzhou, aims to address multiple challenges such as regional development transformation, ecological environment protection, and industrial upgrading, while aligning with Jiangsu Province's urban renewal actions and inefficient land redevelopment initiatives [1]. Group 1: Planning Framework - The planning framework is based on four key focuses and four guiding principles, integrating macro development strategies with an ecological green development approach [3]. - The plan identifies four categories of potential renewal resources: old industrial, old commercial, old residential/urban villages, and villages outside the boundary, establishing a comprehensive understanding of the area's renewal assets [3]. - A spatial structure of "one circle, one belt, two corridors, and three cores with multiple points" is established, focusing on ecological corridors and key innovation spaces [3]. Group 2: Implementation Guidelines - The plan proposes a control guideline that includes collaborative promotion of four types of renewal, strengthening area-based coordination, phased progressive renewal, and guided town and street updates [3]. - A two-tiered, five-category renewal planning system is constructed to optimize the three-phase implementation process, enhancing policies for "industrial transformation" and "old town" renewal [3]. Group 3: Innovative Features - The plan incorporates innovative measures to create a "Wujiang model" for urban renewal, focusing on the management of scattered low-efficiency industrial land while maximizing ecological space protection [4]. - Differentiated renewal strategies are proposed for industrial land within development boundaries to promote smart renewal [4]. Group 4: Governance Mechanism - The planning promotes multi-departmental collaboration in the renewal process, establishing clear identification standards for renewal resources and setting scientific targets for land supply and industrial land renewal [5]. - A total of 71 renewal areas are delineated, with a "two maps, one table" town-level renewal guideline established to create a control transmission system [5]. - The plan has become a crucial tool for guiding the overall renewal framework in Wujiang District, with 27 renewal implementation plans progressing, including four completed and 19 in the implementation stage [5].

Core Insights - The engineering consulting services sector experienced a rise of 1.91% on February 3, with Shenzhen Ruijie leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Sector Performance - Shenzhen Ruijie (300977) closed at 25.20, with a significant increase of 6.92% and a trading volume of 39,900 shares, amounting to a transaction value of 97.39 million yuan [1] - Other notable performers included: - Company 300989, closing at 16.47, up 3.98% with a trading volume of 60,900 shares [1] - Huatu Shanding (300492) closed at 81.60, up 3.80% with a transaction value of 249 million yuan [1] - New City (300778) closed at 14.24, up 3.64% with a transaction value of 105 million yuan [1] Capital Flow - The engineering consulting services sector saw a net outflow of 34.60 million yuan from institutional investors, while retail investors experienced a net outflow of 4.22 million yuan [2] - Conversely, speculative funds recorded a net inflow of 38.83 million yuan [2] Individual Stock Capital Flow - Major capital flows included: - Taiji Industry (600667) with a net outflow of 31.35 million yuan from institutional investors and a net inflow of 35.56 million yuan from speculative funds [3] - Company 300989 had a net inflow of 20.92 million yuan from institutional investors [3] - Shenzhen Ruijie (300977) recorded a net inflow of 3.37 million yuan from speculative funds [3]