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 ...

Group 1 - The A-share market in Shenzhen is experiencing active bidding in the state-owned enterprise reform sector [1] - Shenzhen Urban Transport (深城交) opened over 6% higher [1] - Lihe Science and Technology (力合科创) opened over 5% higher, with other companies like Jianke Institute (建科院), Zhongxin Saike (中新赛克), Shenzhen Saige (深赛格), and Yiyaton (怡亚通) also seeing gains [1]

Core Insights - The core viewpoint of the articles emphasizes the rapid development and investment in intelligent highway construction in China, driven by advanced information technology and strong policy support, with a projected investment scale of over 46 billion yuan during 2023-2024 [1][16]. Industry Overview - Intelligent highway construction utilizes advanced information technologies such as smart traffic lights and real-time traffic monitoring to achieve efficient road management [2]. - The investment in intelligent highway construction is expected to maintain over 46 billion yuan from 2023 to 2024, with a significant increase in the length of intelligent upgrades, reaching 12,000 kilometers in 2024, a year-on-year increase of 42% [1][16]. - By the end of 2024, the number of video cloud networks is expected to reach 300,000 sets, with approximately 50,000 traffic flow monitoring and vehicle perception facilities, over 7,000 meteorological monitoring facilities, and 1,200 active safety warning facilities [1][16]. Advantages of Intelligent Highway Construction - Enhanced traffic operation efficiency through intelligent traffic management [3]. - Reduction of traffic congestion via real-time monitoring and intelligent traffic guidance [3]. - Increased road safety through real-time monitoring and rapid response to emergencies [3]. - Improved aesthetic and ecological benefits through intelligent greening and landscape management [3]. Current Market Status - The highway network in China has expanded significantly, with a total length of 190,000 kilometers by 2024, covering 98.8% of cities with populations over 200,000 [14]. - The competitive landscape in the highway information industry is intense, with many domestic and international companies increasing R&D investments [21]. Policy Support - The Chinese government has strengthened support for the digital transformation of the transportation industry, with various policies aimed at promoting the digitalization of highways [10]. - The Ministry of Transport has set a goal to achieve comprehensive digital transformation of highways by 2035, focusing on safety, convenience, efficiency, and sustainability [10]. Challenges and Trends - The industry faces challenges such as complex technology implementation, high funding requirements, and the need for regulatory improvements [22]. - The integration of "Artificial Intelligence+" is expected to drive new growth in highway informationization, with significant advancements anticipated in AI applications for traffic management [24]. - The trend towards data asset value realization is gaining momentum, with a focus on enhancing data management and decision-making capabilities [26]. - The year 2024 is projected to be pivotal for the integration of vehicle-road-cloud systems, with significant pilot projects underway [27].

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].

Core Insights - The Shenzhen Intelligent Connected Vehicle Commercialization Forum showcased significant advancements in the integration of vehicle-road-cloud applications in Shenzhen, highlighting the city's leadership in developing an automated delivery ecosystem [1] - The national push for logistics intelligence upgrades presents substantial growth opportunities for the automated delivery industry, supported by government initiatives promoting technologies like unmanned vehicles [1] - The establishment of the "Automated Delivery 2.0" initiative aims to address existing challenges in cross-regional approvals, safety regulations, and operational frameworks, facilitating large-scale implementation [2] Group 1 - Shenzhen has deployed over 300 automated delivery vehicles across various scenarios, including supermarkets, food delivery, and express logistics, with major companies like Meituan, SF Express, and JD Logistics establishing a robust industry ecosystem [1] - The "4123" initiative includes four key advancements: scaling up operations, standardizing management, commercializing services, and enhancing connectivity through data sharing and infrastructure development [2] - The establishment of a dedicated committee for intelligent connected vehicles aims to foster cross-sector collaboration and support national standards for automated delivery [3] Group 2 - The company has developed multiple software and hardware products for urban traffic management, including a government regulatory platform for intelligent connected vehicles and a management platform for unmanned vehicles [4] - Ongoing projects include low-altitude transportation of medical supplies and cross-border logistics trials, indicating the company's active role in expanding automated delivery applications [5] - The company is focused on enhancing the operational capabilities of the TransPaaS platform to support the standardized operation of automated delivery services [3][4]

Summary of Key Points from the Conference Call Industry Overview - The focus is on the low-altitude logistics sector, particularly involving drones and counter-drone technologies [1][2][4]. Core Insights and Arguments - The National Postal Bureau of China has emphasized the development of drone technology for branch transportation and last-mile delivery, aiming to enhance the low-altitude economy in postal and express services [1][2]. - There is an exploration of cross-province and intercity drone transportation to scale up last-mile delivery applications, improving service efficiency and customer experience [3][4]. - Low-altitude logistics can be categorized into last-mile logistics (within 20 km) and branch logistics (50-500 km), with small multi-rotor drones used for last-mile delivery and fixed-wing drones for longer distances [4]. - A comprehensive drone delivery network is being established, as outlined in the "General Aviation Equipment Innovation Application Implementation Plan" released in March 2024 [4]. - Meituan has received the first nationwide low-altitude logistics coverage operational certificate in April 2025 [4]. Related Companies and Investment Opportunities - **Logistics Drone Companies**: - Guanglian Aviation (supplier for Baijing Airlines) - Zongshen Power (suppliers for Tengdun, Rainbow, and Zhong UAV) - Zongheng Co. (engaged in drone logistics demonstration applications) - Green Energy Huichong (heavy-duty drones in collaboration with China Post) - Aerospace Rainbow (YH1000 logistics drone first flight) [5]. - **Other Low-Altitude Economy Companies**: - Shenzhen Urban Transport - Sichuan Chuang Electronics - Lais Information - Wanfeng Aowei [5]. Additional Important Insights - The Ukrainian National Security Bureau reported the deployment of 117 FPV drones to attack multiple airports in Russia, destroying several strategic bombers [6]. - The tactic employed by Ukraine involves concealing drones in modified containers, which are then delivered to specified locations by unsuspecting truck drivers, showcasing a low-cost and high-concealment strategy that may increase global focus on drone technology and countermeasures [6][7]. Related Companies in Counter-Drone Technology - **Drone Companies**: - Zongshen Power (aviation piston engines) - Aerospace Electronics - Zhong UAV - Aerospace Rainbow - Guanglian Aviation - Zongheng Co. [7]. - **Counter-Drone Companies**: - Sichuan Chuang Electronics - Lianchuang Optoelectronics - Aerospace Nanhu - Guorui Technology - Lais Information - Sichuan Jiuzhou [7].

Summary of Conference Call Records Industry and Company Overview - The conference call discusses the developments in the **unmanned logistics** sector in **Shenzhen**, focusing on the company's initiatives and partnerships in this field [1][2][3]. Key Points and Arguments 1. **Unmanned Logistics Initiatives**: Shenzhen is actively promoting the commercial deployment of unmanned logistics vehicles, having released an IoT scheduling platform and signed strategic cooperation agreements with companies like Meituan, SF Express, and JD.com [1][2]. 2. **Infrastructure Development**: The city is constructing a comprehensive network of charging stations and parking spaces to enhance resource utilization and support unmanned logistics operations [1][3]. 3. **Project Wins**: The company has won a project in Hong Kong worth over **300 million HKD** for new energy vehicles and government funding systems, with plans to transition towards unmanned driving technology [1][6]. 4. **Collaboration with Public Transport**: A partnership with Eastern Bus Company aims to develop a smart logistics hub in Longgang District, integrating hardware and software for unmanned logistics delivery [1][11]. 5. **Airport Projects**: The company has signed a contract for an unmanned shuttle project at Shenzhen Airport, expected to begin testing after June, aiming to reduce accident rates and operational costs [1][13][15]. 6. **Economic Benefits**: The unmanned shuttle service is projected to charge around **5 RMB** per trip, significantly lowering accident rates and operational costs compared to manned services [14][15]. 7. **Future Directions**: The company plans to replicate successful models from Shenzhen Airport to other airports, focusing on product sales and operational services for stable revenue [16]. Additional Important Content 1. **Smart City Integration**: The company is involved in smart city projects, including traffic energy integration and virtual power plant initiatives, with significant orders expected to enhance performance [3][30]. 2. **Drone Logistics**: Progress in drone logistics includes a **2 million RMB** order for special logistics between hospitals, indicating diversification in service offerings [8][21]. 3. **Tourism Projects**: A logistics hub in Dapeng Tourist Area is under construction, expected to generate substantial revenue from tourism-related services [22][23]. 4. **Long-term Revenue Streams**: The company anticipates ongoing revenue from technical support and maintenance services post-project completion, indicating a sustainable business model [20]. 5. **Stockholder Dynamics**: The company is experiencing minimal impact from stockholder reductions, with a stable shareholder structure that supports long-term growth [25][26]. Conclusion The conference call highlights the company's strategic positioning in the unmanned logistics sector, emphasizing infrastructure development, partnerships, and innovative projects that are expected to drive significant revenue growth in the coming years. The focus on smart city integration and sustainable business practices further strengthens the company's market position.