平台整合运营线路沿线的停车、充电、信号灯及动态事件信息，为无人车提供路侧安全预警和设施服务 引导。行驶中的无人车可据此及时找到合适停车充电点，避开突发路况，实现安全高效的全天候运转。 针对运行中可能出现的各类安全事件（运行、功能、网络、数据安全），平台建立了政府、运营主体、 车企统一的应急响应机制。遇突发情况，主管部门可通过平台进行会议协商与远程指挥，实现多方协同 处置，为自动配送行业健康发展保驾护航。 深圳市功能型无人车管理服务平台是在深圳市交通运输局指导下，由深圳市城市交通规划设计研究中心 股份有限公司依托其自主研发的城市级全域数字孪生TransPaaS平台搭建而成，是自动配送领域的重大 突破，不仅为企业提供了高效便捷的管理服务，也为无人车行业的规范化、规模化发展树立了标杆。它 的投用将加速自动配送2.0时代的到来，推动低速物流行业迈向更智能、高效、安全的未来。 采写：南都记者 张艳丽 南都讯 在功能型无人车加速发展的背景下，深圳再次引领创新。日前，全国首个功能型无人车管理服 务平台在深圳正式上线运行。该平台以一站式上路审批、动态路权管理、全天候状态监管、智能设施服 务、远程救援脱困五大核心功能模块为支撑 ...

Core Viewpoint - The company is in the process of establishing a dedicated subsidiary for intelligent computing and is actively advancing the construction and operation of major intelligent computing projects in Shenzhen, along with preparations for key cooperative areas in investment and operation [1] Group 1 - The company is currently in the process of setting up a specialized subsidiary for intelligent computing [1] - The company is closely promoting the construction and operation of significant intelligent computing projects in Shenzhen [1] - Preparatory work is being conducted for investment and operation in key cooperative areas related to intelligent computing [1]

Core Insights - The company is the first state-owned enterprise to provide comprehensive urban transportation solutions, focusing on smart urban transportation products and technology for construction and operation [1] - The company aims to enhance urban transportation efficiency by 20%-30% and reduce investment costs by over 20% through its services [1] - The company has established a systematic technology product framework centered on intelligent networking, which is expected to play a leading role in the future urban transportation system [1] Company Competitiveness - The company has developed a city-level digital twin platform and the TransPaas platform, which supports over 15 categories and 2100+ traffic twin data connections [2] - The digital twin platform encompasses 15 major categories and over 3000 standardized traffic data assets, enhancing the company's core competitiveness [2] - The company has created a comprehensive digital application platform covering the entire lifecycle from planning to operation, significantly broadening its product range [2] Financial Performance - In 2024, the company reported revenue of 1.316 billion yuan, a decrease of 7.26%, and a net profit of 106 million yuan, down 34.74% [3] - The company signed new contracts worth 2.58 billion yuan in 2024, a year-on-year increase of 49%, with new business accounting for over 67% of total contracts [3] - The company is experiencing a temporary revenue decline during its transformation phase, but losses are narrowing [3] Low-altitude Economy Development - The company is positioned as a key player in Shenzhen's low-altitude economy, with plans for large-scale infrastructure construction expected to begin soon [4] - Shenzhen aims to establish over 1000 low-altitude takeoff and landing points by 2025/2026, supported by national policies and financial backing [3][4] - The company has launched several core products to support the low-altitude economy, enhancing its operational capabilities across the entire value chain [4] New Product Development - The company has established a city-level "Vehicle-Road-Cloud" smart supervision network and is a key technical support unit for integrated pilot city construction [5] - It has developed a management and scheduling platform for functional unmanned vehicles, with over 200 units deployed for urban logistics [5] - The company is also advancing in virtual power plants and computing power construction, with significant projects underway [5] Future Outlook - The company is transitioning to a product-oriented and platform-oriented technology firm, with expected revenue growth from 2.035 billion yuan in 2025 to 3.489 billion yuan in 2027 [6] - The net profit is projected to increase from 227 million yuan in 2025 to 467 million yuan in 2027, with a decreasing price-to-earnings ratio [6] - The company is well-positioned to benefit from the upcoming infrastructure orders in the low-altitude economy sector [6]

Core Viewpoint - The development of low-altitude economy in Jianye District is gaining momentum with the signing of key projects, including the All-Space Unmanned Technology Island Flight Base, Jiangxinzhou FPV Racing Industry Base, and Agricultural Reclamation Intelligent Project, which will diversify the regional economy and enhance its competitiveness [1][2]. Group 1: Project Overview - The All-Space Unmanned Technology Island Flight Base will cover an area of approximately 285 acres and will establish four major centers: R&D, testing, consulting services, and training and exhibition, forming a comprehensive industrial system [2]. - The Jiangxinzhou FPV Racing Industry Base aims to create a national benchmark for drone training, with an annual training capacity of no less than 5,000 people, and will host national competitions such as the "National Drone Racing League" [2]. - Jianye District has signed contracts with over 20 leading enterprises in the low-altitude economy sector, establishing a development pattern of "leading enterprises + ecological enterprises" [2]. Group 2: Application Scenarios - The successful testing of logistics drones by Zhongtong Express demonstrates the efficiency of drone delivery, with a 15 kg drone completing a delivery in 4 minutes compared to 70 minutes by traditional delivery methods [3]. - Jianye District has established a commercial drone transportation route, which is now operating regularly, and has deployed four unmanned intelligent airports for rapid response [3]. - The district has initiated a drug delivery route that takes only 5 minutes, with an average of four flights per day, showcasing the integration of drones into daily life [3]. Group 3: Policy Support and Ecosystem Development - Jianye District benefits from its geographical advantage with minimal airspace restrictions, making it suitable for various drone applications [4]. - The district has established multiple public service and technology innovation platforms to support the low-altitude economy, including a flight service platform based on telecommunications [4]. - A three-year action plan for the low-altitude economy has been released, with financial incentives for innovation and collaboration with educational institutions to enhance technological capabilities [5]. Group 4: Future Prospects - Jianye aims to develop the low-altitude economy into a 10 billion yuan industry cluster, focusing on R&D, operations, and services while attracting leading enterprises [5]. - The district is committed to building the first all-space unmanned technology island in China, leveraging its strategic location and technological advancements [5].

| 证券代码：301091 证券简称：深城交 公告编号：2025-027 | | | | | | --- | --- | --- | --- | --- | | 深圳市城市交通规划设计研究中心股份有限公司 | | | | | | 5%以上股东减持公司股份触及 1%整数倍的公告 | | 关于持股 | | | | 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。 | | | | | | 近日，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"） | | | | | | 收到持股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"） | | | | | | 出具的《关于减持公司股份触及1%的整数倍的告知函》，获悉其在2025年6月9日 | | | | | | 至2025年6月16日期间通过集中竞价交易及大宗交易的方式合计减持公司股份 | | | ...

证券代码：301091 证券简称：深城交 公告编号：2025-027 证券代码：301091 证券简称：深城交 公告编号：2025-027 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%以上股东减持公司股份触及 1%整数倍的公告 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 近日，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"） 收到持股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"） 出具的《关于减持公司股份触及1%的整数倍的告知函》，获悉其在2025年6月9日 至2025年6月16日期间通过集中竞价交易及大宗交易的方式合计减持公司股份 2,857,000股，本次变动触及1%的整数倍。现将具体情况公告如下： | 1.基本情况 | | | | | --- | --- | --- | --- | | 信息披露义务人 | 深圳市深研交通投资股份有限公司 | | | | 住所 | 深圳市罗湖区黄贝街道爱国路 | | 304 ...

Core Insights - The conference on transportation technology and industrial innovation highlighted the growing importance of Urban Air Mobility (UAM) and the launch of the "One Network Unified Flight Low-altitude Smart Inspection Service Platform" [1][2] Group 1: Industry Trends - The rapid urbanization and development of low-altitude economy are creating new demands for urban transportation systems, making UAM a social hotspot [1] - The challenges facing UAM include ensuring safety, addressing the scarcity of practical safety vehicles, and developing reliable aerial regulatory platforms [1] - Opportunities for UAM are emerging as the industry moves towards commercialization, particularly in cities like Shenzhen that are leading pilot projects [1] Group 2: Platform Features - The "One Network Unified Flight Low-altitude Smart Inspection Service Platform" is built on the TransPaaS platform, integrating multimodal large models and AI algorithms to create a robust low-altitude data security system [2] - The platform covers eight key urban management areas, aiming for intelligent and refined governance through full business coverage and cross-department collaboration [2] - Key technological innovations include a 26G millimeter-wave private network for high-speed data transmission, AI algorithm orchestration tools, and a 3D digital twin base for low-altitude inspections [2][3] Group 3: Strategic Value - The platform represents a comprehensive capability in the low-altitude economy, supporting the safe, efficient, and collaborative operation of urban low-altitude environments [3] - It facilitates the standardized management of various types of drones, enhancing operational efficiency and safety in urban air traffic [3] - The strategic value of the platform lies in its ability to promote the commercialization and sustainable development of the urban air traffic industry [3]

Summary of Conference Call Records Company and Industry Overview - **Company**: 深城交 (Shenzhen Urban Transport) - **Industry**: Low-altitude economy and energy storage Key Points and Arguments 1. **Expansion in Low-altitude Economy and Energy Storage**: 深城交 is actively expanding its low-altitude economy and energy storage applications, with multiple demonstration projects in Shenzhen and plans to purchase 9 Bell 505 aircraft [2][4][5] 2. **Government Investment Increase**: The Shenzhen municipal government has significantly increased fixed asset investment by 50%, expected to reach 200-300 billion yuan, focusing on the construction of ultra-fast charging infrastructure [2][6][17] 3. **Future Development Focus**: The company will focus on smart connected supply chain management, transportation energy integration, digital governance, and computing, while exploring pilot projects in photovoltaic and charging infrastructure [2][7][8] 4. **Peak Fly Company Initiatives**: Peak Fly plans to establish multiple low-altitude routes from Shenzhen Dapeng and is developing an integrated communication and meteorological monitoring system expected to launch this year [2][9] 5. **Industrial Drone Applications**: Peak Fly's industrial drones are utilized for indoor positioning, facility safety inspections, urban patrols, and traffic accident handling, with plans to promote a unified drone management platform in the Greater Bay Area and Central China [2][10][11] 6. **Policy Support for Low-altitude Economy**: Shenzhen's latest policies support the low-altitude economy and energy storage, aiming to make Shenzhen a digital energy pioneer and promote comprehensive demonstration zones [3][19] 7. **Investment and Acquisition Strategy**: 深城交's strategy focuses on technology companies with core technologies for domestic substitution, currently negotiating in the chip sector to enhance core competitiveness [4][14][21] 8. **Integration of Energy and Transportation**: The company is involved in significant research projects on smart grids, focusing on the interaction between new energy vehicles and urban grids [5][13] 9. **Commercial Model Exploration**: The business model includes planning consultation and subsequent operational revenue, with a focus on integrating energy into transportation hubs and take-off/landing facilities [15][18] 10. **Market Expectations**: There is cautious optimism regarding orders and revenue in the low-altitude sector, contingent on favorable national policies and the rapid rollout of ultra-fast charging projects [20][22] Additional Important Content - **Project Development Timeline**: The Dapeng base for Peak Fly is expected to be operational by August or September this year, with ongoing overseas project consultations in the UAE and Saudi Arabia [2][9] - **Technological Collaboration**: 深城交 is collaborating with major companies like BYD, Huawei, and Meituan to develop systems applicable to both vehicles and aircraft, aiming to build a robust smart manufacturing ecosystem [21]

证券代码：301091 证券简称：深城交 公告编号：2025-026 深圳市城市交通规划设计研究中心股份有限公司 2024 年年度权益分派实施公告 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。 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"或"发行 人"）2024 年年度权益分派方案已获 2025 年 5 月 20 日召开的 2024 年度股东会 审议通过，现将公司 2024 年年度权益分派事宜公告如下： 3、本次实施的权益分派方案与股东会审议通过的分配方案及其调整原则是 一致的。 4、本次权益分派实施距离股东会审议通过分配方案时间未超过两个月。 二、权益分派方案 本公司 2024 年年度权益分派方案为：以公司现有总股本 405,600,000 股为基 数，向全体股东每 10 股派 0.510000 元人民币现金（含税；扣税后，通过深股通 持有股份的香港市场投资者、QFII、RQFII 以及持有首发前限售股的个人和证券 投资基金每 10 股派 0.459000 元；持有首发后限售股、股权激励限售股及无限售 流通股的个人股息红利税实行差别化税率征 ...

Investment Rating - Investment rating: Positive (maintained) [1] Core Insights - The low-altitude economy is experiencing significant developments, with various companies actively pursuing logistics applications and collaborations in this sector. The establishment of the low-altitude economic work committee by the China Internet Association and the successful launch of Meituan's drone delivery service in Hong Kong highlight the growing momentum in this industry [3][20][23][24]. Summary by Sections 1. Market Overview - The average change in stock prices for low-altitude economy-related A-shares was +0.7% from June 2 to June 6, with notable performers including Xicai Testing (+37.1%) and Lihang Technology (+9.5%) [4][13]. 2. Industry Dynamics - Meituan's drone delivery service in Hong Kong has commenced, achieving a delivery efficiency improvement of nearly 7 times compared to traditional methods [23]. - The China Internet Association plans to establish a low-altitude economic work committee to promote collaboration in low-altitude applications and standards [24]. - The second low-altitude economic cooperation development conference was held by China Telecom, focusing on technological innovation and ecological collaboration [25]. - A low-altitude economic industry education integration community was established in Liaoning to enhance collaborative development [26]. - Guangdong achieved its first cross-water drone delivery of lychees, marking a significant milestone in low-altitude logistics [28]. 3. Company Developments - China Aviation Engine Corporation signed contracts for the AES100 engine with United Aircraft Group, set for delivery in 2026 [31]. - Sanyangma signed a strategic cooperation agreement with Tianyu Aviation Technology to explore "low-altitude + unmanned" logistics [29]. - Xingtuxin Technology established a subsidiary focusing on "low-altitude + emergency" services [30]. - Shenzhen Urban Transport has developed various low-altitude logistics-related software and hardware products [32]. - SF Express and Guangdong University of Technology are collaborating to establish a low-altitude logistics intelligent technology research institute [33].