证券代码：301505 证券简称：苏州规划 编号：2025-001 苏州规划设计研究院股份有限公司投资者关系活动记录表 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 □ | 媒体采访 √ 业绩说明会 | | □ | 新闻发布会 路演活动 □ | | □ | 现场参观 | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、苏州规划 董事长李锋 | | 员姓名 | 2、苏州规划 董事、总经理钮卫东 | | | 3、苏州规划 副总经理、董事会秘书王佳琦 | | | 4、苏州规划 副总经理、财务总监许金花 | | | 5、长江保荐 保荐代表人章睿 | | | 6、独立董事 卜璐 | | | 1、领导，您好！对于苏州城市发展规划中的重点领域，如 | | 投资者关系活动 | | | 主要内容介绍 | | | | 展贡献自己的力量。感谢您的 ...

Core Insights - China's urbanization rate has increased from 11% in 1949 to 67% in 2024, marking the largest and fastest urbanization process globally [2][4] - The urban population has surpassed 940 million, with a significant increase of over 88 million since 1949, which is nearly double the total population of the EU [2][4] - Urbanization has accelerated particularly in the central and western regions, narrowing the gap with eastern regions [6][7] Urbanization Rate and Growth - The urbanization rate has increased by 56 percentage points from 1949 to 2024, with a notable rise of 49.08 percentage points since 1978 [4][8] - The average annual growth rate of urbanization in China has been over 1 percentage point, significantly higher than the global average of 0.42 percentage points [4][8] Urban Expansion - The number of cities in China has grown from 193 in 1978 to 694 in 2023, a 2.6-fold increase [5] - The urban built-up area has expanded from 7,438 square kilometers in 1981 to 62,038 square kilometers in 2023, a growth of 7.3 times [5] Regional Disparities - There are significant regional disparities in urbanization rates, with 12 provinces exceeding the national average and 19 below it [6] - The gap between the highest (Shanghai at 89.46%) and lowest (Tibet at 38.88%) urbanization rates has decreased from 63.07 percentage points in 2014 to 50.58 percentage points in 2023 [6] Future Urbanization Potential - The urbanization rate is expected to continue rising, with projections indicating it could approach 70% by 2030 [7][8] - Each percentage point increase in urbanization is estimated to generate an additional 1 trillion yuan in investment demand and over 200 billion yuan in consumption demand [9] Policy and Strategic Initiatives - The government is implementing a series of policies to enhance urbanization quality, including improving infrastructure and public services in county towns [9][10] - The focus is on tailored strategies for different regions to optimize urbanization development based on local conditions [10]

新的时代背景下，城镇化的高质量发展是满足人民对美好生活的向往，提升居民生育意愿，提高全社会 生育率的重要抓手。该书提出以下主要观点：（1）城镇化水平与生育率间存在"U"型关系。城镇化水 平较低时，由于忽视医疗、房价、教育等社会问题，生育率呈现逐年降低趋势。随着以人为本的高质量 发展，更加关注民生福祉，从而使生育水平提高。城镇化推进带来的收入增加、教育、房价、社保均有 着显著的直接、间接及总效应，并且空间外溢间接效果均优于对本地区的直接影响效果。居民人均可支 配收入、教育、城镇养老保险水平对生育水平有着显著负向作用。（2）城镇居民相比农村居民具有更 低的生育意愿，且城镇居民生育多胎的意愿呈递减趋势。结果表明，户籍城镇化对中高育龄群体、低收 入群体以及东部地区的整体影响较为显著。户籍转变对于低育龄、中等收入以及中西部地区的群体产生 了明显的促进作用。换句话说，户籍城镇化能在一定程度上促进低育龄、中等收入以及中西部地区群体 的生育水平。（3）在就地城镇化和异地城镇化对居民生育意愿的影响路径差异性分析中，高育龄人口 对子女的渴望，在异地城镇化模式下更为显著，同时无论就地城镇化或异地城镇化，收入水平越高，对 生育意愿均 ...

本报告导读： 2024 年营业收入35.3 亿元增加4.25%，归属于上市公司股东的净利润5.1 亿元增加5.10%。2025年计划实 现营业收入增加 0%-30%，归母净利润增加 0%-20%。 投资要点： (2)省内市场新签合同额29.28 亿元，同比下降17.98%，实现收入29.64亿元，同比下降5.29%；省外市场 新签合同额5.26 亿元，同比下降48.02%，实现收入5.55 亿元，同比下降1.07%。(3)勘察设计类业务新签 合同额17.75 亿元，同比下降21.74%，实现收入20.46 亿元，同比下降1.68%；工程管理类业务新签合同 额共计2.13 亿元，同比下降5.33%，实现收入1.67 亿元，同比增13.61%；工程总承包类业务新签合同额 共计14.66 亿元，同比下降29.82%，实现收入13.06 亿元，同比增13.76%。 建成行业AI 底座及数智化平台，2025 年计划归母净利润增0~20%。(1)加速数字化升级，建成行业AI 底 座及数智化平台，完成交通工程专业AI 大模型部署，2024 年"智慧+"业务新签2.85 亿元；聚焦国家战 略，拓展新型城镇化、低空经济等领域， ...

Core Insights - The meeting held in Weishanzhuang Town focused on the high-quality industrial development plan for 2025, highlighting the town's advantages in industrial planning, cultural creativity, and technological innovation [1] Group 1: Land and Development - Weishanzhuang Town has 118 hectares of land suitable for listing, with a planned building area of 2.33 million square meters, including 63 hectares of state-owned land and 55 hectares of collective operational construction land [2] - The total area of Weishanzhuang Town is approximately 81 square kilometers, strategically located outside the South Sixth Ring Road, serving as a key node on the southern central axis and within the economic zones of Daxing New City, Yizhuang New City, and the Daxing International Airport [2] - The town's central area has a planned total land area of 530.4 hectares, with residential use accounting for about 25% and industrial use for about 23%, and a total planned building scale of approximately 5.2 million square meters [3] Group 2: Strategic Development Plans - The town aims to establish a spatial layout of "one axis, one center, one ring, and multiple zones," leveraging new urbanization to accelerate the primary development of state-owned land and capitalize on the reform of collective operational construction land [3] - Weishanzhuang Town has reserved 3.33 million square meters of space for future development, indicating potential for attracting talent and business opportunities, thereby injecting strong momentum into its growth [3] - The meeting included over ten enterprises, resulting in project cooperation agreements with Zhongdi Zhigu (Beijing) Technology Industry Development Co., Ltd. and Huahan International Cultural Development Company [3]

Group 1 - The core viewpoint emphasizes the need for forward-looking adjustments in economic layout in response to international developments and challenges [1][2] - The internal circulation and domestic demand are highlighted as significant advantages for a large economy, with "dual circulation" being the most stable economic layout [2][3] - The importance of maintaining strategic determination and proactive measures in economic management is underscored, focusing on stabilizing employment, enterprises, and market expectations [3][4] Group 2 - The current economic environment is characterized by both strategic opportunities and risks, necessitating a balanced approach to development and security [4] - The need for a modernized national security system and enhanced capabilities to manage risks is emphasized, ensuring that development and safety are mutually reinforcing [4] - The urgency of implementing the "14th Five-Year Plan" goals while planning for the "15th Five-Year Plan" is highlighted, calling for unity and practical efforts in achieving economic and social development [4]

Core Viewpoint - The company, Chengbang Ecological Environment Co., Ltd., reported a negative net profit for 2024 and will not distribute cash dividends or issue bonus shares, focusing on optimizing its business structure and expanding into the semiconductor storage sector [1][3]. Company Overview - Chengbang Ecological Environment Co., Ltd. operates in two main business segments: ecological environment construction and semiconductor storage [2][9]. Ecological Environment Construction Business - The Chinese government has set ambitious goals for carbon neutrality by 2060, which presents growth opportunities for the ecological environment sector. However, local government financial constraints due to the real estate downturn have led to reduced investments in municipal landscaping projects, impacting project settlement and revenue [3][10]. - The company holds various construction qualifications, including first-class qualifications in municipal public works and environmental engineering, and has established a strong reputation in the Yangtze River Delta region [3][31]. Semiconductor Storage Business - The global semiconductor industry is projected to reach $627.6 billion in 2024, with the storage market expected to grow by over 81% year-on-year, reaching $167 billion, accounting for 26.61% of the total semiconductor market [5][6]. - The rapid development of AI models is driving increased demand for storage, with AI servers requiring significantly more DRAM and NAND than standard servers [6]. - The domestic market for NAND and DRAM is still developing, with current market shares of 4.1% and below 5%, respectively. However, advancements in technology and government support are accelerating the localization process [7]. - The demand for storage capacity and performance is rising due to the upgrade of terminal devices and the growth of data generation, which is expected to reach nearly 400 ZB by 2028 [8]. Business Strategy and Development - The company aims to develop a dual business model focusing on ecological environment construction and semiconductor storage, enhancing its core competitiveness and industry position [4][33]. - The company has made strategic adjustments, including the divestment of underperforming subsidiaries to optimize resource allocation and improve operational efficiency [29][30]. Financial Performance - The company reported a negative net profit for 2024, leading to the decision not to distribute dividends or issue bonus shares [1][3]. - The company is focused on improving cash flow management and cost control to navigate the complex market environment [28][32].

Group 1 - The core viewpoint of the reports indicates that despite a slight decline in revenue, the company has shown significant improvement in cash flow, reflecting enhanced operational efficiency in key areas such as supply chain management and accounts receivable [1][3] - The company reported a first-quarter revenue of 765 million yuan, which is a slight decrease compared to the same period last year, but the net cash flow from operating activities surged by 114.74% to 27.14 million yuan [1] - The company has initiated asset and equity transfer plans to improve its asset-liability structure, with estimated transaction prices ranging from 70 million to 100 million yuan for real estate and 924 million to 1.155 billion yuan for equity [2] Group 2 - The company has seen a 30.42% increase in cash and cash equivalents compared to the end of the previous year, supported by effective use of accounts receivable factoring, which provides a strong liquidity cushion against market fluctuations [2] - The strategic focus on core businesses such as construction and decoration, along with diversification into green energy and commercial development, positions the company to leverage new opportunities from policies like new urbanization and urban renewal [3] - The company’s prepayments increased by 214.01% compared to the end of the previous year, indicating proactive market positioning in response to the recovery of downstream infrastructure investments [3]

丈量城市 . 走进华高莱斯创始人李忠的顾问思维世界，用城市战略专家的视角丈量城市，一起"看世界"。 以下文章来源于丈量城市 ，作者华高莱斯 来源丨丈量城市（Measure-the-World） 作者 | 杨思洁 图源丨摄图网 摇摆的Z世代，县城的机会！ 在快速城镇化、「抢人大战」、「青年发展型城市建设」这一场场没有硝烟的战争中，县城往往是向城 市输送年轻人的那方。「小城镇→县城→城市」，似乎已经成为小镇青年一条序列严格的迁移路径。 这样的故事还会继续在Z世代身上上演吗？ 1. Z世代眼中的县城，不再是大城市的「蓄水池」 作为数媒土著，Z世代天然消除了城乡认知差。在互联网普及之前，城乡二元的一大表现就是城乡信息不 对称，对上几代年轻人来说，「见世面」是驱动他们前往发达城市的核心因素之一。 而Z世代，不像上几代人中途接入互联网，他们是直接嵌入互联网，这就使他们在成长过程中可以接触同 样的动漫、网文，追同一部爆款网剧，打同一款热门手游，讨论同一个热点话题，足不出户看世界。不 同级别城市之间，大家的认知被拉平了。 一方面，「高线」在祛魅，大城市没那么好。 当前中国已经从追求经济高速发展，进入到「满足人民日益增长的美好 ...

Core Viewpoint - The Chinese government is implementing a series of measures to stabilize employment and the economy while promoting high-quality development, focusing on targeted and actionable policies to enhance the sense of gain for enterprises and the public [1][2]. Group 1: Employment Support - Measures include encouraging enterprises to stabilize employment, increasing vocational training, expanding support through labor substitution programs, and enhancing public employment services [2][6]. - A large-scale vocational skills training initiative will be launched, targeting sectors with high recruitment demand and focusing on key groups such as rural laborers and unemployed graduates [6]. Group 2: Foreign Trade Stability - The government plans to enhance support for foreign trade through tailored policies for individual industries and enterprises, helping exporters mitigate risks and encouraging foreign investment [2][3]. - Financial support will be increased, including government funding, credit support from financial institutions, and insurance for domestic trade [3]. Group 3: Domestic Demand Expansion - The potential for expanding domestic demand is significant, with an estimated annual investment demand exceeding 5 trillion yuan for equipment upgrades as the country advances in high-quality development [4]. - A new childcare subsidy system and targeted measures for car purchase quotas in cities with restrictions will be implemented to boost consumption [4]. Group 4: Investment and Infrastructure - The government aims to improve consumption infrastructure and stimulate private investment through new policy financial tools [2][4]. - An estimated 4 trillion yuan investment demand will arise from the need to update and renovate various pipelines over the next five years [4]. Group 5: Skill-Based Compensation - A skill-oriented salary distribution system will be established, guiding enterprises to consider skill levels in wage distribution, thereby incentivizing skilled labor [6]. - The government will implement differentiated subsidy support to better link training with employment and income growth [6].