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24日 至2025年7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 4,241,000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 | | 3046 号惠名大厦 8 楼 | | 权益变动时间 | 2025 年 6 月 24 日至 2025 年 7 月 | | 16 日 | | 股票 ...

Core Viewpoint - The major shareholder, Lenovo (Beijing) Co., Ltd., has completed its share reduction plan, selling a total of 4,672,800 shares, which accounts for 1% of the company's total share capital [2][3]. Group 1: Shareholder Reduction Plan - Lenovo (Beijing) Co., Ltd. initially planned to reduce its holdings by up to 4,056,000 shares, representing a maximum of 1% of the company's total shares [1]. - The reduction was executed through centralized bidding, with the completion date being July 10, 2025 [2]. - The total number of shares reduced exceeded the initial plan, reaching 4,672,800 shares [2]. Group 2: Shareholding Structure - Prior to the reduction, Lenovo held 24,729,754 shares, which was 6.0971% of the total share capital [3]. - After the reduction, Lenovo's holdings decreased to 26,875,880 shares, now representing 5.0971% of the total share capital [3]. - The total share capital increased from 405,600,000 shares to 527,280,000 shares due to a capital reserve transfer [3]. Group 3: Compliance and Regulations - Lenovo (Beijing) adhered to its commitments made in the company's initial public offering documents, ensuring that the reduction price did not fall below the IPO price of 36.5 yuan per share [2][3]. - The share reduction was conducted in compliance with relevant regulations, including the Interim Measures for the Reduction of Shares by Shareholders of Listed Companies [2][3].

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 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》（公告编号：2025-004），公司持股 5%以上股东联想（北京）有限公司（以下 简称"联想北京"）计划通过集中竞价方式减持本公司股份不超过 4,056,000 股， 即不超过公司股份总数的 1%。减持期间如公司发生送红股、转增股本、增发新 股、配股或注销回购股份等导致总股本变动事项的，则拟减持的比例不变，减持 数量相应调整。 近日公司收到联想北京出具的《关于股份减持计划实施完成的告知函》，其 内容称：截至 2025 年 7 月 10 日，本次减持计划已实施完成，联想北京已累计减 持公司股票 4,672,800 股，减持比例占公司总股本的 1%。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 | | --- | --- | - ...

Group 1 - The 2025 International Low Altitude Economy Expo will be held from July 23 to July 26 in Shanghai, covering an area of 60,000 square meters and featuring over 30 forums, with an expected attendance of more than 50,000 visitors [1] - Nearly 300 exhibitors, including well-known companies such as DJI, Puzhou, and China Post Express Logistics, will participate in the expo, showcasing advancements in low-altitude industries [1] - The Civil Aviation Administration of China (CAAC) has established a leadership group for general aviation and low-altitude economy, signaling a strong policy direction to promote the safe and orderly development of these sectors [1] Group 2 - Currently, 30 provinces and cities in China have included low-altitude economy development in their government work reports or related policies, accelerating the implementation of low-altitude economic projects [2] - Nearly 20 cities, including Beijing and Guangzhou, have established industry-specific funds to attract more social capital into the low-altitude economy sector [2] - The low-altitude economy is expected to enter its third phase by 2025, driven by a significant increase in orders, with top-level design being a crucial factor for its development [2] Group 3 - Shenzhen City Transportation Group has applied for pilot projects related to low-altitude infrastructure and RFID cross-border low-altitude logistics in Hong Kong and other regions [3] - CITIC Offshore Helicopter operates helicopters and drones, indicating active participation in the low-altitude economy [4]

Summary of the Conference Call for 深城交 Industry and Company Overview - The conference call focuses on 深城交, a company actively involved in the low-altitude economy and urban logistics, with a strong emphasis on technological innovation and digital transformation [2][4][32]. Key Points and Arguments Low-altitude Economy Projects - 深城交 is advancing low-altitude economy projects, including a low-altitude meteorological warning project valued at 30 million RMB [2][4]. - The company launched the "One Network Unified Flight" platform, integrating government data through drone algorithms for urban governance [2][4]. - The company is involved in low-altitude facility planning and regulatory platform construction in multiple cities, including Shenzhen, Chengdu, and Suzhou [4][10]. Core Product Development - Three core products are under development: 1. Integrated low-altitude tower, currently in the key component assembly stage [6]. 2. Indoor inspection drones, suitable for enclosed environments, have completed prototype testing [6]. 3. Station mobility robots, currently being tested at Bao'an Airport, intended for use in airports and high-speed rail stations [6][21]. International Market Expansion - The company has formed an overseas business team and is pursuing low-altitude planning consulting projects in Saudi Arabia and the UAE, valued at approximately 7-8 million RMB each [7]. - Tracking projects in Hong Kong worth around 60-70 million RMB related to low-altitude platform construction [7]. Digital Transformation Initiatives - 深城交 is actively pursuing digital transformation, applying for the establishment of a national technology innovation center focused on transportation and energy integration [8]. - The company is leading national key R&D plans, including an integrated emergency medical supply dispatch platform [8]. Infrastructure and Investment Plans - A joint venture with 福田区 aims to promote low-altitude aviation operations in the region [5][10]. - Plans to construct hub take-off and landing facilities in 大鹏新区 and pilot medical supply transport projects in 佛山, valued at 2-3 million RMB [10]. Smart City and Transportation Development - The company is involved in the development of smart city projects, including urban intelligent power grids and virtual power plants [14][15]. - The Shenzhen government is promoting smart roads and unmanned logistics, with plans to evaluate and upgrade existing road networks [18][19]. Future Growth and Market Potential - The company anticipates significant growth opportunities in the low-altitude economy, supported by national policies and urban infrastructure development [29][32]. - The expected order volume from smart city projects is substantial, with ongoing infrastructure projects in various districts [22]. Challenges and Strategic Adjustments - The company has undergone personnel optimization to adapt to product line transformations and aims to enter industrial production for its core products [17]. - The impact of smart road construction on business growth is expected to be significant, with numerous projects underway [20]. Other Important Insights - The company is collaborating with Huawei on a digital twin platform project, expected to be completed in 2025 [28]. - The low-altitude economy is anticipated to receive policy support, including a 15th Five-Year Plan and specific guidelines for urban low-altitude operations [29][30]. - The company has a strong foundation in low-altitude planning consulting, having provided services since 2018, which positions it well for future opportunities [30]. This summary encapsulates the key developments and strategic directions of 深城交 as discussed in the conference call, highlighting its focus on innovation, market expansion, and infrastructure development in the low-altitude economy and smart city initiatives.

Core Insights - Shenzhen has launched the first functional unmanned vehicle management service platform in the country, aimed at accelerating the development of the automated delivery 2.0 era and injecting strong momentum into the low-speed logistics unmanned vehicle industry [1][4]. Group 1: Platform Features - The platform offers five core functional modules: one-stop road approval, dynamic road rights management, all-weather status monitoring, intelligent facility services, and remote rescue assistance [1][3]. - It significantly simplifies the process for unmanned vehicles to obtain road testing, application, and license renewal, allowing companies to complete the entire process online [3]. - The platform creates a full lifecycle profile of vehicles and optimizes cross-departmental approvals, achieving "instant review and approval" to enhance efficiency and accelerate the commercialization of unmanned vehicles [3]. Group 2: Safety and Monitoring - A dynamic road risk map based on the TransPaaS platform evaluates risks from six dimensions: road end, lane, time, speed, vehicle type, and scale, enabling precise route planning to minimize operational risks [3][4]. - The platform can monitor the operational status, location, and task execution of unmanned vehicles in real-time, using electronic fences and automatic alerts to identify and report anomalies such as speed deviations and prolonged stops [3][4]. - In case of emergencies, the platform initiates a rapid response and rescue process to ensure operational safety and reduce delivery delays [3][4]. Group 3: Emergency Response and Industry Impact - An emergency response mechanism has been established, unifying government, operators, and vehicle manufacturers to collaboratively address various safety incidents [4]. - The platform is developed under the guidance of the Shenzhen Municipal Transportation Bureau and is a significant breakthrough in the automated delivery sector, setting a benchmark for the standardized and large-scale development of the unmanned vehicle industry [4].

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].

Core Viewpoint - Shenzhen Urban Transportation Planning and Design Research Center Co., Ltd. (referred to as "the company") announced that its major shareholder, Shenzhen Shenyuan Transportation Investment Co., Ltd. (referred to as "Shenyuan Investment"), has reduced its shareholding by 2,857,000 shares, which is a decrease of 0.7044% of the total share capital [1][2]. Shareholding Changes - Shenyuan Investment's shareholding decreased from 91,260,000 shares (22.5%) to 88,403,000 shares (21.7956%) following the reduction [1]. - The reduction occurred between June 9, 2025, and June 16, 2025, through centralized bidding and block trading [1][2]. Compliance and Disclosure - The company confirmed that the reduction does not violate any prior commitments made by Shenyuan Investment [2]. - The actual reduction aligns with the previously disclosed reduction plan, and the company will fulfill its information disclosure obligations in a timely manner [2].