深城交2025半年报：战略转型提速 新质业务布局显成效

Core Viewpoint - Shenzhen Urban Transportation Planning and Design Research Center Co., Ltd. (hereinafter referred to as "the company") has reported a stable performance in the first half of 2025, with a focus on its strategic transformation towards "productization, platformization, and internationalization" despite external challenges [2][3]. Financial Performance - The company signed new contracts worth 830 million yuan, remaining stable year-on-year, and achieved operating revenue of 415 million yuan [2]. - Revenue from big data software and smart transportation business accounted for 56.27% of total revenue, indicating a continuous optimization of revenue structure [2]. Strategic Development - The company has clarified its new strategic development plan, accelerating the transformation towards "productization, platformization, and internationalization" [2]. - Focus areas include low-altitude economy, intelligent connected vehicles, energy integration, and intelligent computing, aiming to provide comprehensive urban transportation solutions [2][4]. Research and Development - R&D investment increased by 26.19% year-on-year, with R&D expenses accounting for 16.47% of revenue [2]. - The company is leading two national key R&D projects and has participated in the formulation of several important standards [2]. Business Expansion - The company has established four specialized teams to accelerate the implementation of diverse scenarios, creating a "platform + product + business scenario" system [3]. - Significant growth in new contracts outside Shenzhen, with a year-on-year increase of 215%, accounting for 55% of total new contracts [3]. Internationalization Efforts - The company is enhancing its influence by becoming the vice-chairman unit of the China Intelligent Transportation Association and increasing media attention [3]. - It has set up an international headquarters in the Hong Kong Science Park, focusing on exporting low-altitude economy and smart transportation solutions to Hong Kong and the UAE [3]. Talent Acquisition - The company is actively recruiting AI experts, low-altitude meteorology and digital energy specialists, and key sales personnel to support its business transformation [3]. - It is strengthening its management structure and performance evaluation systems to create a high-performance incentive cycle [3].