| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301027 | 华蓝集团 | 16.70 | -17.81% | 35.63万 | | 6.34亿 | | 301505 | 苏州规划 | 22.97 | -4.17% | 12.87万 | | 2.986.Z | | 300492 | 华图山路 | 61.90 | -3.66% | 4.25万 | | 2.55亿 | | 301365 | 矩阵股份 | 19.44 | -3.52% | 6 8.01万 | | 1.57亿 | | 300500 | 启迪设计 | 15.14 | -3.44% | 16.54万 | | 2.54亿 | | 301024 | 霍普股份 | 45.40 | -2.20% | 1.87万 | | 8500.63万 | | 603017 | 中衡设计 | 9.71 | -1.52% | 11.96万 | | 1.16亿 | | 300844 | 山水比德 | 43.53 | -1.20% | 6995.6 ...

Core Insights - Shenzhen is advancing high-quality development in transportation under the national strategy, launching the first smart travel platform for taxis in China, "SZ坐出租" [1][4] Group 1: Platform Features - The platform integrates big data, cloud computing, and AI, transforming the traditional taxi service ecosystem and enabling digital order management [2] - Passengers can input destinations in advance, enhancing convenience and addressing traditional service pain points such as tracking and feedback [2][3] - The platform will connect with 22,000 taxis in the city, focusing on "online + cruising + scenario-based" service innovation [2] Group 2: Service Enhancements - Key features include "driver-passenger visibility," "lost and found," and "service evaluation," improving transparency and service quality [3] - The platform will utilize real-time passenger flow data to optimize taxi resource allocation and enhance operational efficiency [3] - Future developments will include tailored services for specific needs, such as "Party Car Pioneer" and "Love Assistance for the Elderly," as well as customized functions for events [3] Group 3: Industry Impact - The "SZ坐出租" platform aims to empower the traditional taxi industry through technology, addressing service efficiency and supply-demand matching [4] - The initiative is expected to elevate urban travel services towards refinement, intelligence, and quality [4]

Core Insights - Shenzhen is advancing high-quality development in transportation under the national strategy, launching the first smart taxi platform "SZ坐出租" to enhance service efficiency and citizen satisfaction [1][2] - The platform integrates big data, cloud computing, and AI technologies to transform the traditional taxi service ecosystem, addressing pain points such as order tracking and feedback [1][2] Company Overview - Shenzhen Urban Transportation Planning and Design Research Center Co., Ltd. (深城交) is leading the initiative in collaboration with other enterprises like Xihu and Bus Group [1] - The platform will connect 22,000 taxis in the city, focusing on "online + cruising + scenario-based" service innovation [1][2] Technological Integration - Key features include "Driver-Passenger Display," "Lost and Found," and "Service Evaluation," enhancing trip transparency and efficiency in lost item recovery [2] - The platform aims to create a smart scheduling system by analyzing passenger flow data in real-time, improving operational efficiency [2] Future Developments - The platform plans to deepen "smart + scenario" collaboration, offering real-time traffic conditions and passenger flow predictions to enhance operational efficiency [2] - It will introduce specialized services like "Party Car Pioneer" and "Love Assistance for the Elderly" to meet specific needs and respond flexibly to temporary scenarios [2] Industry Impact - "SZ坐出租" aims to empower the traditional taxi industry through technology, addressing service efficiency and supply-demand matching issues [2] - The initiative is expected to accelerate the transformation of urban transportation services towards refinement, intelligence, and quality [2]

Group 1 - Oumei Medical (002950.SZ) shareholder Chen Haohua reduced holdings by 4.214 million shares, accounting for 0.67% of total shares, bringing his stake down to 10.87% [1] - Bestar (300822.SZ) shareholders plan to reduce holdings by up to 9.298731 million shares, representing 3% of total shares, within three months after 15 trading days [1] - Boying Special Welding (301468.SZ) shareholder Shenzhen Zhanxing Fund has reduced holdings by 2.616 million shares, accounting for 1.98% of total shares, since the disclosure of the reduction plan [1] Group 2 - Guizhou Gas (600903.SH) shareholders plan to reduce holdings by up to 34.5 million shares, representing 3% of total shares, within three months after 15 trading days [2] - Guotai Group (603977.SH) controlling shareholder has reduced holdings by 1.652 million shares, accounting for 0.266% of total shares, with the reduction plan completed [2] - Hongjing Technology (301396.SZ) directors plan to reduce holdings by up to 1.535 million shares, each accounting for 1% of total shares, within three months after 15 trading days [2] Group 3 - Huazhong Group (301027.SZ) senior management plans to reduce holdings by up to 32.8 million shares, 600,000 shares, 150,000 shares, and 500,000 shares respectively within three months after 15 trading days [1][2] - Mingyang Electric (301291.SZ) shareholders have completed a reduction of 3.23 million shares, accounting for 1.03% of total shares, with one shareholder required to buy back shares due to price issues [4] - Olin Bio (688319.SH) controlling shareholder plans to reduce holdings by up to 12.178 million shares, representing 3% of total shares, within three months after 15 trading days [5] Group 4 - Xinhai Technology (688595.SH) repurchase account reduced holdings by 1.071844 million shares, accounting for 0.75% of total shares, with the reduction plan completed [7] - Zhonghua Rock and Soil (002542.SZ) director Wang Hao completed a reduction of 500,000 shares, accounting for 0.0277% of total shares [8] - Zhongze Special Materials (300963.SZ) shareholder Shanghai Dunjia plans to reduce holdings by up to 8.0885 million shares, representing 1.76% of total shares, within three months after 15 trading days [9]

Core Viewpoint - The major shareholder, Shenzhen Shenyuan Transportation Investment Co., Ltd., has reduced its stake in Shenzhen Urban Transportation Planning and Design Research Center Co., Ltd. from 22.50% to 20.00%, while still maintaining over 5% ownership, and the reduction plan has reached its deadline [1][2][5]. Shareholder Reduction Details - Shenzhen Shenyuan Transportation Investment Co., Ltd. held 36,000,000 shares (22.50% of total shares) before the reduction and now holds 105,455,900 shares (20.00% of total shares) after the reduction [1][5]. - The reduction plan involved selling up to 12,168,000 shares (3% of total shares) through various methods including centralized bidding and block trading [1][2]. - The total shares reduced amounted to 12,325,000 shares, representing 2.5001% of the total share capital during the reduction period [2][8]. Compliance and Impact - The reduction was conducted in compliance with the commitments made during the company's initial public offering, with the selling price not falling below the initial offering price of 36.5 yuan per share [4][6]. - The reduction will not significantly impact the company's governance structure or ongoing operations [1][7].

证券代码：301091 证券简称：深城交 公告编号：2025-030 深圳市城市交通规划设计研究中心股份有限公司 关于持股 5%以上股东权益变动触及 5%暨减持计划期间届满 的公告 公司持股 5%以上股东深圳市深研交通投资股份有限公司保证向本 公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或 重大遗漏。 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%以上股东深圳市深研交通投资股份有限公司（（以 下简称"深研投资"）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36,000,000股，占公司总股本的22.50%。本次权益变动后， 深研投资持有公司股份105,455,900股，占公司总股本20.00%，仍是公司持股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。本次权益 变动后深研投资的减持股份计划实施期限已届满。 公司于2025年3月28日披露了《关于部分持股5%以上股东拟减持本公司股份 的预披露公告》（公告编 ...

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 截至本报告书签署之日，除本报告书披露的持股信息外，信息披露义务人没 有通过任何其他方式增加或减少其在上市公司中拥有权益的股份。 股份变动性质：股份减少 签署日期：2025 年 7 月 22 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。 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：深圳市深研交通投资股份有限公司 注册地址：深圳市罗 ...

Core Insights - Shenzhen is leading the development of the low-altitude economy in China, integrating traditional logistics with low-altitude logistics to provide comprehensive services for smart city operations [1][2] - The city has made significant progress in low-altitude infrastructure construction, with various districts launching differentiated projects to support the low-altitude economy [1][2] - The development of low-altitude economy faces challenges such as airspace resource allocation and sustainable business models [1][2] Infrastructure Development - Shenzhen has fully initiated low-altitude infrastructure construction, with Nanshan District being the first to advance related projects [1] - Other districts like Longhua and Longgang are also starting their own projects, focusing on unique local characteristics [1][2] Policy and Regulation - The government needs to play a guiding role in infrastructure investment, as low-altitude flight heavily relies on systematic construction of takeoff and landing facilities [2] - Strengthening the central-local coordination mechanism is essential to overcome management barriers in cross-border logistics and transportation [2] Communication Networks - The debate between using dedicated networks versus public networks for low-altitude communication is ongoing, with dedicated networks showing significant cost advantages [3] - A dedicated network can cover a radius of 10 kilometers with only a few hundred base stations, compared to thousands needed for a public network [3] Market Expectations - The low-altitude economy is recognized as a national strategic emerging industry, requiring patient capital for cultivation [5] - The market's early optimism has been tempered, with a shift towards rational development and a focus on safety as a primary concern [5] Investment Focus - Investment should prioritize electric vertical takeoff and landing (eVTOL) technology, while addressing technical bottlenecks such as battery energy density and lightweight materials [6] - Infrastructure investment should concentrate on five key areas: perception, communication, navigation, monitoring, and meteorology [6] Commercial Viability - Open airspace is a core prerequisite for establishing a sustainable commercial ecosystem in low-altitude logistics [7] - The successful implementation of drone delivery services by companies like SF Express demonstrates the potential for cost-effective long-distance delivery [7]

Core Insights - The housing inspection sector has seen a significant increase of 4.35%, ranking fifth among concept sectors in terms of growth, with 41 stocks rising, including Jinju Group, Chongqing Construction, and Subote, which reached their daily limit [1][2] - The sector attracted a net inflow of 473 million yuan from main funds, with 28 stocks receiving net inflows, and seven stocks exceeding 30 million yuan in net inflow, led by Leizhi Group with 118 million yuan [2][3] Sector Performance - The housing inspection concept sector's performance is highlighted by the following stocks: - Leizhi Group: 10.04% increase, 11.66% turnover rate, 117.51 million yuan net inflow, 30.87% net inflow ratio [3] - Oriental Yuhong: 5.98% increase, 4.86% turnover rate, 70.29 million yuan net inflow, 6.43% net inflow ratio [4] - Chongqing Construction: 10.14% increase, 3.13% turnover rate, 63.60 million yuan net inflow, 28.38% net inflow ratio [4] Notable Declines - The stocks with notable declines include: - *ST Dali: -0.19% decrease, 0.54% turnover rate [5] - Te Fa Service: -0.07% decrease, 2.86% turnover rate [5]

Summary of Key Points Core Viewpoint - On July 18, Shen Cheng Jiao experienced significant trading activity with a total of 11 block trades amounting to 3.1853 million shares and a total transaction value of 76.4472 million yuan, with a trading price of 24.00 yuan, representing a discount of 17.04% compared to the closing price of the day [2]. Trading Activity - The total transaction volume for the day was 3.1853 million shares, with a total transaction value of 76.4472 million yuan [2]. - The trading price of 24.00 yuan was at a discount of 17.04% relative to the closing price of 28.93 yuan [2]. - Institutional special seats participated in all 11 trades, with a net purchase amount of 76.4472 million yuan [2]. Recent Trading Trends - Over the past three months, Shen Cheng Jiao has recorded a total of 43 block trades, with a cumulative transaction value of 195 million yuan [2]. - The stock closed at 28.93 yuan on the day of the report, showing a slight increase of 0.31% [2]. - The stock's turnover rate was 1.67%, with a total trading volume of 253 million yuan for the day [2]. Financing Data - The latest margin financing balance for Shen Cheng Jiao was 437 million yuan, with an increase of 2.1415 million yuan over the past five days, reflecting a growth rate of 0.49% [2].