证券代码：301091 证券简称：深城交 深城交上市公司投资者关系活动记录表 | | √特定对象调研 □媒体采访 | | | □分析师会议 □业绩说明会 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 投资者关系活动 | | | | | | | | | | □新闻发布会 | | | □路演活动 | | | | | 类别 | □现场参观 | | | √电话会议 | | | | | | | | □其他：（请文字说明其他活动内容） | | | | | | | 华泰证券 | 方宴荷 | 王玺杰 | | 东吴证券 | 戴晨 | | | | 长江证券 | 张弛 | 张智杰 | | 东方财富 | 康卫荣 | | | | 华福证券 | 邓娴仪 | | | 恒泰证券 | 周晟昂 | | | | 广发证券 | 范方舟 | 汪家豪 | | 国投证券 | 郭倩倩 | | | | 华创证券 | 吴一凡 | | | 西部证券 | 郭好格 | | | | 富国基金 | 李响 | | | 华夏基金 | 周天翎 | | | | 华银基金 | 苏培海 | | | 中银基金 ...

行 业 研 究 / 建 筑 装 饰 / 证 券 研 究 报 告 [Table_Title] 建筑装饰行业周报 政策稳中求进，关注低位央企和转型AI 算力等业务企业机会 1）主线一：推荐建筑央企。推荐【中国铁建】、【中国中铁】、【中国 交建】、【中国建筑】、【中国能建】、【中国电建】、【中国中冶】，关注 【中国化学】、【中材国际】、【中钢国际】、【中工国际】、【北方国际】。 2）主线二：推荐高景气赛道产业链重点企业。隧道掘进设备行业： 推荐【铁建重工】、【中铁工业】，关注【五新隧装】；民爆行业：推荐 【易普力】，【高争民爆】，关注【雅化集团】、【保利联合】等；岩土 工程行业：推荐【中岩大地】。 3）主线三：关注顺周期及布局转型 AI/机器人等新质生产力方向的优 质标的机会。推荐【罗曼股份】，关注【海南华铁】、【宁波建工】、【深 城交】、【鸿路钢构】、【深圳瑞捷】、【金诚信】。 【风险提示】 2025 年 03 月 09 日 [Table_Summary] 【投资要点】 2）3 月进入业绩披露期，关注业务布局高景气赛道、业绩表现较优的 建筑企业。本周浦东建设、安徽建工等景气区域地方国企公告经营情 况。浦东建设 2 ...

Summary of Conference Call Notes Company and Industry Overview - The company is a key participant in the low-altitude flight support system, focusing on software systems and take-off and landing facilities between ground channels. It has initiated comprehensive demonstration projects in Shenzhen, including hardware, software, and take-off and landing facility systems, serving as a national model for pilot projects [2][4][9]. Core Points and Arguments - The Shenzhen government is actively promoting 5G communication and millimeter-wave technology to establish a low-altitude flight safety guarantee system, integrating smart city AI models to support future automated unmanned flight control [2][4]. - The company plans to focus on smart city and smart transportation sectors, developing a large number of terminal perception monitoring hardware systems, such as autonomous driving roadside measurement devices and meteorological monitoring equipment, supported by AI technology [2][8]. - Since its transformation in 2017 into a new infrastructure delivery and equipment supplier, the company expects a contract growth of over 50% in 2024, with total orders reaching 2.6-2.7 billion RMB, indicating a fundamental shift in its business structure towards a technology-oriented enterprise [2][9]. - The company is addressing the bottlenecks in low-altitude flight development, particularly safety concerns, by focusing on ground support systems and software [3][4]. - The company is leveraging factoring to recover some accounts receivable and is optimizing its business through general contracting to ensure stable cash flow, with a current debt ratio of approximately 25%-26% [3][14]. Additional Important Insights - The company is strategically positioning itself in the low-altitude economy and computing-related businesses, collaborating with the Shenzhen government to develop a commercial code system and promote new infrastructure and safety control centers in Guangdong Province [3][17]. - There is an expectation of increased industry support, including funding and special bonds, which will facilitate the launch of new infrastructure projects [5][6]. - The company plans to replicate its success in Shenzhen on a national and even global scale, recruiting city partners with rich resources, particularly those with backgrounds in major tech firms like Huawei [3][19]. - The company has made significant strides in international business, registering a Hong Kong company as a global R&D center and signing key cooperation agreements, with expectations of revenue generation starting in mid-2025 [20]. - The company has been actively involved in national scientific projects, receiving substantial subsidies and transforming these projects into intellectual property, which supports its business development [24]. Financial and Operational Outlook - The company anticipates a significant improvement in local government financial conditions, which will support the development of related industries [7]. - The company has a stable market share in planning consulting and design, with a recent order of approximately 20 million RMB, and is optimistic about the market outlook for 2025 [10]. - The company is focusing on enhancing its core technology capabilities rather than acquiring new qualifications, emphasizing software and hardware capability development [11]. - The company’s revenue growth target is to achieve over threefold growth, with significant investments expected in the computing sector [25][26]. Future Plans and Developments - The company is set to enter a comprehensive demonstration phase for social scenarios in various cities, with project tenders expected to begin in April to May 2025 [6]. - The company is planning to establish new transportation hubs in Shenzhen, integrating ground and aerial transport systems, and is exploring international market opportunities in regions like the Middle East and Southeast Asia [16][20][19]. - The company’s new infrastructure planning in Shenzhen is projected to be completed by 2026, with an estimated total investment of around 10 billion RMB [28].

Investment Rating - The report suggests a positive investment outlook for the low-altitude economy, highlighting significant government support and infrastructure development opportunities [3][5][6]. Core Insights - The low-altitude economy is experiencing rapid growth driven by continuous policy support and substantial project investments, with over 120 billion yuan in public bidding projects reported since 2024 [3][27]. - The establishment of the Low Altitude Economy Administration indicates a more structured approach to managing and promoting the low-altitude economy [6][11]. - The report emphasizes the necessity of building foundational infrastructure, including takeoff and landing sites, low-altitude intelligent networks, and communication/navigation facilities to ensure safe low-altitude operations [3][30]. Summary by Sections 1. Policy and Industry Dynamics - Since early 2024, low-altitude economy policies have been increasingly emphasized at the national level, with over 50 provinces and cities releasing action plans targeting a trillion-yuan industry scale [3][21][27]. - The report notes that the establishment of the Low Altitude Economy Administration is a significant step towards enhancing the organizational framework for low-altitude economic development [6][11]. 2. Infrastructure Planning - The report categorizes low-altitude infrastructure into three main types: takeoff and landing sites, low-altitude communication/navigation facilities, and air traffic management systems [30]. - It predicts that by 2035, investments in general airports and various takeoff platforms will reach approximately 1.8 trillion yuan [3]. 3. Intelligent Network Development - The report highlights the importance of developing a low-altitude intelligent network to ensure the safe operation of low-altitude activities, requiring advanced technology and system capabilities [3][30]. 4. Communication and Monitoring Facilities - The report stresses the urgent need for low-altitude communication and monitoring facilities, particularly focusing on 5G-A, radar, and Beidou systems as critical areas for investment [3][30]. 5. Investment Recommendations - The report recommends focusing on companies involved in low-altitude air traffic management, data services, and infrastructure development, suggesting specific companies for investment consideration [3][27].

将点支撑的这套设施是去年底中标6700万我们就连了几个牵头房带了一个电讯的设计医院好像是我们赚绝大部分的然后还有最近中标的屏山的智能网联市场本来这个市场原来也是我们为主在参与建设它要在网联封闭市场基本上叠加低空测试的功能要3000万的这么一个标我们最近是中了 那基于这三个标还有我们在整个深圳大鹏新区政府给递给我们我们去建一套设施交通改建的东西去支撑整个文旅飞行因为大鹏是一个旅游区然后通过这四个基建的项目我们既是这四个项目的总体的技术方案设计商又是整个基建的总承包商 所以利用这个身份的优势吧我们想着在整个转型进一步转型就是因为里面其实地空设置只要是空感间这套体系的价值量比较大也是核心基础在我们想通过利用我们前面包括这种网链一些硬化硬件研发经验啊更多调研既要添加微信sccf777666 去整合整个生态因为中国做这一块的其实厂家蛮多的非商务公司也很多大家很多从这个国外留学回来的创业好高科技人员创业好其实生态是比较丰富的我们需要的是把整个城市的复查场景跟我们整个计划案那些指标性能的要求去跟厂家联合去研发一些符合程度内部的支撑整个低空的通讯啊感知啊这个监测啊 这七项啊这套硬件体系而且像通信我们大股东深圳城他是做智慧城市 ...

深圳市城市交通规划设计研究中心股份有限公司（以下简称"公司"）于 2024 年 11 月 2 日披露了《关于持股 5%以上股东拟减持本公司股份的预披露公告》 （公告编号：2024-051），公司持股 5%以上股东珠海道远企业管理中心（有限合 伙）（以下简称"减持股东"或"珠海道远"）计划通过集中竞价方式、大宗交易 方式共减持本公司股份不超过 12,168,000 股，即不超过公司股份总数的 3%。减 持期间如公司有送股、资本公积金转增股本等导致持股数量变化，减持股东可以 根据公司股本变动对前述减持数量进行相应调整。 近日公司收到珠海道远出具的《关于股份减持计划期限届满告知函》，其内 容称：截至 2025 年 2 月 24 日，本次减持计划时间区间已届满，珠海道远已累计 减持公司股票 7,365,345 股，减持比例占公司总股本的 1.82%。根据《上市公司 股东减持股份管理暂行办法》及《深圳证券交易所上市公司自律监管指引第 18 号——股东及董事、监事、高级管理人员减持股份》等有关规定，现将具体情况 公告如下： 一、股东减持情况 | 股 东 | 减持 | | 减持均价 | 减持价格区 | 减持股数 | 减持比 ...

编号：2025-001 证券代码：301091 证券简称：深城交 深城交上市公司投资者关系活动记录表 | | √特定对象调研 | | □分析师会议 | | | --- | --- | --- | --- | --- | | 投资者关系活动 | □媒体采访 | | □业绩说明会 | | | | □新闻发布会 | | □路演活动 | | | 类别 | □现场参观 | | √电话会议 | | | | | □其他：（请文字说明其他活动内容） | | | | | 中泰证券 | 方宴荷 王子杰 | 朱柏睿 | | | | 招商证券 | 卢思宇 王超 | 葛小川 | | | | 银河证券 | 周兵 朱昕阳 | 中信证券 | 张丁 | | | 方正证券 | 孔德璋 | 国信证券 | 曹翰民 | | | 国联证券 | 殷超 | 天风证券 | 许宸溪 | | | 民生证券 | 赵丹 | 东吴证券 | 戴晨 | | | 长城证券 | 张文欣 | 东北证券 | 上官京杰 | | 参与单位名称及 | 江海证券 | 王金帅 | 国金证券 | 李阳 赵铭 | | 人员姓名 | 国海证券 | 张婉姝 | 联储润达 | 林先玺 | | | 平 ...

证券代码：301091 证券简称：深城交 | | √特定对象调研 □媒体采访 | | | □分析师会议 □业绩说明会 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 投资者关系活动 | | | | | | | | | | □新闻发布会 | | | □路演活动 | | | | | 类别 | □现场参观 | | | √电话会议 | | | | | | | | □其他：（请文字说明其他活动内容） | | | | | | | 中泰证券 | 方宴荷 | 王子杰 | 朱柏睿 | | | | | | 招商证券 | 卢思宇 | 王超 | 葛小川 | | | | | | 银河证券 | 周兵 | 朱昕阳 | 中信证券 | 张丁 | | | | | 方正证券 | 孔德璋 | | 国信证券 | | 曹翰民 | | | | 国联证券 | 殷超 | | 天风证券 | | 许宸溪 | | | | 民生证券 | 赵丹 | | 东吴证券 | 戴晨 | | | | | 长城证券 | 张文欣 | | 东北证券 | | 上官京杰 | | | 参与单位名称及 | 江海证券 | 王 ...

近日，公司收到持股5%以上股东珠海道远出具的《告知函》和《简式权益变 动报告书》，获悉其于2023年5月31日至2025年2月11日，累计减持公司股份共计 9,277,815股，减持后的持股比例占公司总股本的4.99998%，触及中国证券监督 管理委员会《证券期货法律适用意见第19号——<上市公司收购管理办法>第十三 条、第十四条的适用意见》规定的1%、5%的相关披露要求。现将具体情况公告如 下： 一、本次权益变动触及5%的情况 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信 息一致。 特别提示： 1、本次权益变动前，持股5%以上珠海道远企业管理中心（有限合伙）（以下 简称"珠海道远"）持有深圳市城市交通规划设计研究中心股份有限公司（以下 简称"公司"）股份12,000,000股，占公司总股本的7.50000%。本次权益变动后， 珠海道远持有公司股份20,279,925股，占公司总股本4.99998%，不再是公司持股 5%以上股东。 2、本次权益变动不触及要约收购，本次权益变动不会导致公司控制权发生 变更，不会对公司的治理结构、股权结构及持续性经营产生重大影响。 珠海道远自2023年5月31日至2 ...

深圳市城市交通规划设计研究中心股份有限公司 简式权益变动报告书 上市公司名称：深圳市城市交通规划设计研究中心股份有限公司 信息披露义务人：珠海道远企业管理中心（有限合伙） 注册地址：珠海市横琴新区宝华路 6 号 105 室-16379 通讯地址：珠海市横琴新区宝华路 6 号 105 室-16379 股份变动性质：股份减少 签署日期：2025 年 2 月 11 日 股票上市地点：深圳证券交易所 股票简称：深城交 股票代码：301091 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国证券法》《上市公司 收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益 变动报告书》及其他相关法律、法规及规范性文件的有关规定编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人合伙协议或内部规章中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行证 券的公司信息披露内容与格式准则第 15 号——权益变动报告书》的规定，本报 告书已全面披露信息披露义务人在上市公司拥有权益的股份变动情况。 截至本报告书签署 ...