截至10月10日收盘，深圳国企改革概念上涨1.85%，位居概念板块涨幅第6，板块内，20股上涨，深振 业A、深赛格等涨停，深纺织A、国信证券、深物业A等涨幅居前，分别上涨7.14%、5.94%、4.27%。跌 幅居前的有怡亚通、深深房A、特发信息等，分别下跌2.20%、2.18%、2.15%。 深圳国企改革概念资金流入榜 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 4.83 | 国家大基金持股 | -5.04 | | 2025三季报预增 | 3.44 | 同花顺果指数 | -4.64 | | 天津自贸区 | 2.13 | 中国AI 50 | -4.52 | | 动物疫苗 | 1.93 | MCU芯片 | -4.26 | | 草甘膦 | 1.92 | 汽车芯片 | -4.22 | | 深圳国企改革 | 1.85 | AI手机 | -3.99 | | 水泥概念 | 1.84 | AI PC | -3.94 | | 玉米 | 1.71 | 无线耳机 | -3.64 | | 赛马概念 | 1.6 ...

资金流入比率方面，深赛格、国信证券、深城交等流入比率居前，主力资金净流入率分别为24.59%、 12.04%、10.83%。（数据宝） 深圳国企改革概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002736 | 国信证 | 5.94 | 2.11 | 34915.13 | 12.04 | | | 券 | | | | | | 000058 | 深赛格 | 9.96 | 3.78 | 9678.35 | 24.59 | | 000006 | 深振业A | 10.05 | 8.40 | 8705.42 | 6.78 | | 301091 | 深城交 | 2.91 | 2.84 | 5592.01 | 10.83 | | 000045 | 深纺织A | 7.14 | 8.99 | 4701.62 | 8.71 | | 301038 | 深水规 | 3.87 | 4.46 | 1817.06 | 7.11 | | ...

证券之星消息，10月10日工程咨询服务板块较上一交易日上涨0.96%，华建集团领涨。当日上证指数报 收于3897.03，下跌0.94%。深证成指报收于13355.42，下跌2.7%。工程咨询服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600629 | 华建集团 | 29.74 | 5.09% | 108.14万 | | 30.97亿 | | 301038 | 深水规院 | 25.76 | 3.87% | 9.95万 | | 2.56亿 | | 301091 | 深城交 | 34.61 | 2.91% | 14.99万 | | 5.16亿 | | 603909 | 建发合诚 | 10.71 | 2.10% | - 3.33万 | | 3562.03万 | | 920873 | 中设咨询 | 7.77 | 1.83% | 4.06万 | | 3150.33万 | | 002883 | 中设股份 | 11.54 | 1.58% | 4.31万 | | 49 ...

分红方面，深城交A股上市后累计派现9099.76万元。近三年，累计派现4283.76万元。 机构持仓方面，截止2025年6月30日，深城交十大流通股东中，香港中央结算有限公司位居第八大流通 股东，持股254.03万股，相比上期减少7.25万股。 融资方面，深城交当日融资买入3694.05万元。当前融资余额4.56亿元，占流通市值的2.57%，融资余额 低于近一年50%分位水平，处于较低位。 融券方面，深城交10月9日融券偿还3700.00股，融券卖出900.00股，按当日收盘价计算，卖出金额3.03 万元；融券余量3.13万股，融券余额105.26万元，超过近一年70%分位水平，处于较高位。 10月9日，深城交涨0.57%，成交额3.09亿元。两融数据显示，当日深城交获融资买入额3694.05万元， 融资偿还4720.23万元，融资净买入-1026.18万元。截至10月9日，深城交融资融券余额合计4.57亿元。 资料显示，深圳市城市交通规划设计研究中心股份有限公司位于广东省深圳市龙华区民治街道北站社区 龙华设计产业园总部大厦1栋1101，成立日期2008年1月14日，上市日期2021年10月29日，公司主营业 ...

人民财讯9月30日电，企查查APP显示，近日，深圳市城交智算科技有限公司成立，注册资本2000万 元，经营范围包含：物联网技术研发；物联网设备销售；人工智能硬件销售；信息系统集成服务等。企 查查股权穿透显示，该公司由深城交（301091）全资持股。 ...

Investment Rating - The industry rating is "Outperform the Market" [6][54]. Core Insights - The low-altitude economy sector is currently experiencing a period of stagnation, with expectations for a rebound driven by industry catalysts and supportive policies [4][29]. - The focus for the low-altitude industry this year is on infrastructure development and the implementation of drone applications, which are seen as essential for the sector's growth [5][30]. - The market is awaiting significant policy support and advancements in the industry, with local governments actively working on practical measures such as airspace planning and low-altitude flight management [4][29]. Summary by Sections Market Review - The Wind Low Altitude Economy Index decreased by 0.55% this week, ranking 164 out of 338, underperforming the market as the Shanghai Composite Index rose by 0.21% [3][13]. - The top five gainers in the A-share and Hong Kong stock markets included: Kaizhong Co. (up 15.44%), Xingwang Yuda (up 11.84%), Shencheng Transportation (up 10.13%), Aerospace Nanhua (up 5.99%), and Zongheng Co. (up 5.78%) [3][16]. Industry Dynamics - Recent developments include strategic partnerships and policy announcements aimed at fostering the low-altitude economy, such as the signing of a cooperation agreement between Hefei City and a helicopter company, and the release of support policies for low-altitude economic development in Shanghai [33][36]. - The Guangdong low-altitude economy has reached a scale of over 100 billion, with more than 15,000 related enterprises, accounting for over 30% of the national low-altitude economy industry chain [37]. Investment Strategy - The report suggests focusing on infrastructure companies such as Les Information and Suzhou Planning, as well as drone-related companies like Jifeng Technology and Henghe Precision [6][32]. - The low-altitude industry is seen as having the potential for a rebound, with the right conditions and catalysts expected to drive growth in the coming months [4][29].

Core Insights - The 2025 World Unmanned Vehicle Economic Expo held in Shenzhen showcased the strong momentum of the unmanned vehicle industry transitioning from technology validation to large-scale commercial application, attracting over 30,000 professional visitors and exceeding 600 million yuan in intended cooperation amounts on the first day [1][2][4]. Industry Overview - The unmanned vehicle industry is approaching a commercialization inflection point, with predictions indicating that sales of low-speed unmanned vehicles in China will exceed 47,000 units and generate sales of 18.5 billion yuan by 2025 [1]. - Shenzhen is recognized as the city with the largest operational scale and highest density of functional unmanned vehicles in China, having opened over 1,000 road rights and operating nearly 800 vehicles, providing a replicable "city-level" model for industry development [1]. Exhibition Highlights - The expo covered over 2,000 square meters and attracted more than 50 industry chain enterprises, including major players like Meituan, JD.com, and New Stone Technology, showcasing the entire ecosystem of the unmanned vehicle economy [2][4]. - The quality of professional visitors was notably high, with over 35% being decision-makers or procurement personnel, and 15% being international visitors from 25 countries and regions [2]. Market Demand - The first day of the expo saw intended cooperation amounts surpassing 600 million yuan, with 65% of the logistics unmanned vehicle procurement orders, indicating strong demand in the smart logistics sector [4]. - Market demand is evolving from single vehicle purchases to comprehensive solutions that include scheduling platforms and roadside equipment, reflecting a trend towards large-scale and systematic development in the industry [4]. New Product Launches - Several companies launched new products at the expo, including Meituan's next-generation autonomous micro delivery vehicle with a range exceeding 30 kilometers, and New Stone Technology's latest model with a range of 400 kilometers, already operational in over 100 cities globally [5][6][8]. - JD Logistics showcased its latest intelligent delivery vehicle with significant improvements in load capacity and range, planning to officially offer unmanned vehicle products and services next year [8][10]. Standards and Initiatives - The expo featured the release of the "Shenzhen Functional Unmanned Vehicle Standard System V2.0," enhancing safety operation norms and road management, providing a clear "standard blueprint" for the scale and standardization of unmanned vehicle development [11]. - The "Deep City Transportation Global Smart Logistics Ecological Platform" was launched, connecting China with international markets, with strategic partnerships signed among major industry players [13]. Insights from the Summit - The summit highlighted the collaborative efforts of government, industry, academia, and research sectors, showcasing the vitality and progress of the unmanned delivery industry from technological breakthroughs to global collaboration [14][16]. - Key discussions included the opportunities and challenges of unmanned delivery, with insights from industry leaders on scaling operations and integrating logistics networks [16].

Core Insights - The 19th China (Shenzhen) International Logistics and Supply Chain Expo opened on September 25, showcasing the strong momentum of the unmanned vehicle industry transitioning from technology validation to large-scale commercial application [1] - The expo attracted over 30,000 professional visitors on its first day, with intended cooperation amounting to over 600 million yuan, indicating robust demand in the smart logistics sector [2] Industry Overview - The expo covered over 2,000 square meters and featured more than 50 industry chain enterprises, including major players like Deep City Transportation, Meituan, and JD Logistics, presenting a comprehensive view of the unmanned vehicle economic ecosystem [1][2] - The demand in the market has evolved from single vehicle purchases to comprehensive solutions that include scheduling platforms and roadside equipment, reflecting a trend towards systematic development in the industry [2] Product Launches and Innovations - Several companies launched new products at the expo, including Deep City Transportation's low-altitude intelligent tower and indoor inspection drones, showcasing their technological advancements in smart transportation and unmanned systems [2] - Meituan introduced a new generation of autonomous micro delivery vehicles with a range exceeding 30 kilometers, complementing their previous short-distance models [2] - JD Logistics displayed its latest intelligent delivery vehicle, which has significant improvements in load capacity and range, with plans to officially offer unmanned vehicle products and services next year [2] Market Projections - The unmanned vehicle industry is approaching a commercial turning point, with predictions indicating that by 2025, sales of low-speed unmanned vehicles in China will exceed 47,000 units, generating sales of 18.5 billion yuan [3] - Shenzhen is recognized as the city with the largest operational scale and highest density of functional unmanned vehicles in China, having opened over 1,000 road rights and operating nearly 800 vehicles, providing a replicable "city-level" model for industry scale development [3] International Participation - The expo featured an international section, attracting companies from Germany, Japan, and Singapore, with representatives noting that China is at the forefront of unmanned vehicle commercialization, offering valuable insights for global practices [3] Future Expectations - The expo is expected to attract a total of 100,000 professional visitors and over 100 media outlets, with over 1,000 convertible orders anticipated over the course of the event [4]

Company Overview - Shenzhen Urban Transportation Planning and Design Research Center Co., Ltd. was established on January 14, 2008, and listed on October 29, 2021. The company focuses on urban transportation, providing comprehensive solutions based on traffic big data analysis, including planning consulting, engineering design, and smart transportation services [2]. Financial Performance - For the first half of 2025, the company reported operating revenue of 415 million yuan, a year-on-year decrease of 10.63%. The net profit attributable to the parent company was -9.40 million yuan, an increase of 2.62% year-on-year [2]. - Cumulatively, the company has distributed dividends totaling 90.10 million yuan since its A-share listing, with 42.84 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders was 29,400, a decrease of 8.07% from the previous period. The average circulating shares per person increased by 8.78% to 17,942 shares [2]. - Hong Kong Central Clearing Limited is the eighth largest circulating shareholder, holding 2.54 million shares, a decrease of 72,500 shares from the previous period [3]. Market Activity - On September 25, the company's stock price fell by 2.38%, with a trading volume of 558 million yuan. The margin trading data indicated a financing purchase amount of 50.72 million yuan and a net financing purchase of 2.79 million yuan for the day [1]. - The total margin trading balance as of September 25 was 452 million yuan, with the financing balance accounting for 2.51% of the circulating market value, which is below the 50th percentile level over the past year, indicating a low level of financing [1].

证券之星消息，9月24日工程咨询服务板块较上一交易日上涨1.24%，华蓝集团领涨。当日上证指数报收 于3853.64，上涨0.83%。深证成指报收于13356.14，上涨1.8%。工程咨询服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301027 | 华蓝集团 | 15.74 | 7.81% | 13.51万 | 2.09亿 | | 600667 | 太极实业 | 7.80 | 6.70% | 193.35万 | 14.86 Z | | 603458 | 勘设股份 | 8.63 | 6.41% | ● 16.58万 | 266ET | | 301091 | 深城交 | 34.92 | 5.18% | 20.93万 | 7.16亿 | | 301505 | 苏州规划 | 24.34 | 4.87% | 7.58万 | 1.80亿 | | 833427 | 保维设计 | 16.05 | 3.62% | 1.81万 | 2882.26万 | | 600846 | 同济科技 ...