海南自贸港智能交通产业招商大会为产业合作搭建专业平台 与"数"融合，打造智慧交通生态圈 海南日报全媒体记者 周晓梦 "路相通"是基础，"慧相连"是未来。11月21日，2025第二十届中国智能交通大会期间，海南自贸港 智能交通产业招商大会(以下简称招商大会)在海口举办。招商大会以"集'生态圈'力量助力海南自贸港智 能交通高质量发展"为主题，现场进行签约、揭牌、投资推介等活动，为推动智能交通产业在海南的落 地生根、开花结果提供合作交流平台。 "我宣布，海南省交通投资集团有限公司(以下简称海南交通集团)与安徽省交通控股集团有限公 司，智能交通产业生态共建合作，正式签约。"当天招商大会签约环节，在现场数百位嘉宾见证下，来 自两家省级交通企业代表的双手紧紧握在一起。这不仅是两份协议的交换，更是两大区域交通网络在智 慧化路径上的深度融合。 紧接着不到五分钟，海南交通集团再次登场，与八维通科技有限公司完成"智能交通全场景项目"签 约。连续两场签约，从产业生态共建到具体场景落地，展现出海南在吸引产业伙伴、项目推进方面的高 效节奏。 揭牌后，中邮建技术有限公司、厦门算能科技股份有限公司、北京云星宇交通科技股份有限公司等 多家企 ...

Core Insights - The company, Jin Yi Technology, is deeply engaged in the smart transportation sector, mastering three core technologies: ETC, V2X, and RFID [1] - The company has taken a leading role in formulating national and industry standards, including the "Technical Specifications for Road Electronic Non-stop Charging and Vehicle-Road Collaboration Expansion Services" [1] - The company collaborates closely with top institutions such as the Ministry of Transport's Highway Science Research Institute and Tsinghua University, undertaking over ten national-level research projects [1] Technology and Innovation - As of mid-2025, the company has accumulated 655 independent intellectual property rights, with several patents awarded the national "Excellent Patent Award," indicating a solid technological foundation [1] - The company has established a comprehensive innovation system from technology research and development to product development and standard formulation, leveraging provincial-level research platforms like the "Shenzhen Smart Transportation Vehicle Networking Engineering Center" [1] Business Development - By transforming core technologies and standard achievements into high-performance products and solutions, the company continuously expands its business boundaries and enhances customer loyalty [1] - The ongoing product iteration and market penetration efforts are aimed at converting technological advantages into sustained revenue growth, providing momentum for the company's long-term development [1]

Core Viewpoint - The company is actively advancing its ETC and V2X business through technological innovation and market expansion, establishing itself as a leader in the intelligent vehicle-road collaboration sector [1] Group 1: V2X Business Development - The company has developed a comprehensive V2X full-stack solution covering the entire "vehicle-road-cloud" chain [1] - It has established deep cooperative relationships with various traditional and new energy vehicle manufacturers and highway owners, enhancing the maturity of its technical solutions and project implementation capabilities [1] Group 2: ETC Business Progress - The company is promoting product and business model upgrades in the ETC field, creating a diversified product matrix that includes pre-installed ETC-OBU and ETC+ [1] - It has successfully implemented an integrated model of "F+EPC+O," continuously expanding the application boundaries of ETC in smart travel scenarios [1] Group 3: Future Strategic Direction - The company plans to deepen the integration development strategy of "vehicle-road-cloud + ETC," actively participating in the construction of intelligent connected demonstration zones across various regions [1] - It aims to promote the large-scale implementation of digital solutions such as holographic smart intersections and steadily advance business upgrades along the evolution path from "ETC → V2X vehicle-road collaboration → large vehicle-road cloud → vehicle energy road cloud → iACT connected traffic intelligence body and CCTE connected energy composite body" [1]

证券日报网讯 金溢科技11月21日发布公告，在公司回答调研者提问时表示，公司财务状况详见公司发 布的定期报告。当前智慧交通行业在国家政策、技术进步和市场需求的推动下展现出强劲的发展动力和 广阔前景。ETC与C-V2X技术耦合加速智慧交通纵深发展，交通基建数字化转型助力交通强国建设，云 边端协同推动行业革新，车路云一体化产业链日趋完善，城市数字交通探索商业闭环模式，汽车电子生 态链价值提升并开启长景气周期，智慧交通与智慧能源系统深度融合协同发展，低空智联将成为智慧高 速公路的"空中神经网络"并推动交通管理进入全时空智能时代。公司作为一站式"数字交通"及"交能融 合"领域解决方案及核心设备提供商，将依托"交通+IT"双基因，基于"客户需求+技术创新"双驱动以及 全栈式服务能力，打造智能路侧、智能终端、汽车电子、数字能源、低空智联等相关业务集群，构建全 方位、多层次的iACT网联交通智能体与CCTE网联交能复合体解决方案，为公司开拓广阔的产业空间。 公司将根据所处的发展阶段等实际经营情况，统筹好业绩情况与股东回报的动态平衡，积极回报股东。 （编辑 王雪儿） ...

Core Viewpoint - The company, Jin Yi Technology, announced its capabilities in the fields of vehicle-road collaboration and smart transportation, highlighting its ability for large-scale implementation and practical experience [1] Group 1 - The company stated that it will disclose information regarding significant demonstration projects, strategic partnerships, and market share if they meet the standards for information disclosure [1]

"海南自贸港应依托广阔的智能交通应用场景，推动交通新型基础设施从'连接提速'到'算力增效'， 为企业提供良好的合作落地机遇。"王晓鸣介绍，中国移动聚焦人工智能关键技术的升级，深化面向各 领域的垂类模型能力，开展高质量数据集能力体系建设，联合生态伙伴，向上支撑智能驾驶、智慧公 路、智能铁路、智慧航运、智慧民航、智慧物流等垂直场景的应用。 他建议，海南应重点提升产业生态孵化能力，整合国内人工智能领域头部公司、行业企业、高校院 所等创新主体，通过共享算力、共建语料、共训模型，培育开放融合的共赢生态。支持建设人工智能交 通运输领域重点实验室、工程研究和技术创新中心等科技创新平台基地，促进技术转化应用。携手企 业、高校、科研机构等，强化人才培养，打造一批AI+交通运输的标杆案例，为智慧交通产业规模化发 展贡献力量。 此外，他认为，海南应加快推进港口智能感知网络建设，加快码头设备设施数字化建设、自动化改 造、智能化升级，鼓励建设基于"数据大脑"的综合管理系统，加强运营监管与风险防控。 海南日报海口11月20日讯(海南日报全媒体记者 曹马志)"海南发展智慧交通，要大力促进人工智能 普及应用，助力实现'人享其行、物畅其流'的 ...

Core Viewpoint - The low-altitude economy is seen as a new engine for China's economic development, requiring the establishment of an invisible air traffic network with appropriate regulations and capabilities to ensure safety and efficiency [1][5]. Group 1: Current Practices and Challenges - China has initiated various practices in the low-altitude economy, including the use of eVTOLs, flying cars, and delivery drones, but these applications are currently fragmented and lack regulatory measures [2][5]. - The development of the low-altitude economy primarily focuses on airspace below 1,000 meters, with specific altitude ranges for different applications, necessitating a unified communication and navigation system to prevent chaos in the air [5][6]. Group 2: Safety and Regulatory Framework - The National Development and Reform Commission emphasized that safety is the primary prerequisite for developing the low-altitude economy, advocating for a cautious and orderly expansion of applications [5]. - The "Kang Qian City-Level Low Altitude Safety Operation Model 1.0" has been proposed to address urban safety regulation challenges, outlining a structured air traffic network supported by various facilities [6][7]. Group 3: Technological and Infrastructure Needs - The low-altitude economy requires a robust safety support network that includes communication, navigation, and monitoring facilities to ensure the safe operation of low-altitude aircraft [6][8]. - The integration of over 2.1 million communication towers across China can serve as foundational infrastructure for the low-altitude economy, providing necessary services and charging stations for drones [6][8]. Group 4: Intelligent Traffic Management - The development of a smart traffic management system for low-altitude operations is essential, similar to existing ground traffic management systems, to mitigate risks associated with low-altitude flights [7][8]. - The proposed low-altitude management service platform will enable indirect control of drones, ensuring comprehensive monitoring and management of flight operations [7][8]. Group 5: Legal and Policy Considerations - The legal framework for the low-altitude economy is under discussion, with a focus on balancing safety, compliance costs, and fostering innovation [11][12]. - Proposed legislative changes aim to clarify management responsibilities and provide local governments with the authority to support low-altitude economic enterprises [11][12]. Group 6: Future Directions and Innovations - Experts advocate for a flexible legal environment that encourages technological innovation while ensuring safety, suggesting that regulations should allow for adaptability to rapid technological advancements [13]. - The potential for automatic driving and AI management in low-altitude operations highlights the need for forward-thinking legislation that can evolve with technological progress [13].

Core Viewpoint - Smart Interconnect Technology Co., Ltd. has submitted an IPO application to the Hong Kong Stock Exchange after three unsuccessful attempts to list on the A-share market, with plans to use the raised funds for technology research, product development, and business expansion [1][14]. Group 1: Business Overview - Smart Interconnect is a provider of artificial intelligence smart transportation products, with applications in various intelligent scenarios such as smart roads, autonomous driving, and smart logistics [2]. - The company ranks first in the Chinese smart transportation sector for roadside intelligent solutions, holding a market share of 19.3% based on projected 2024 revenue [2]. - The revenue from roadside intelligent solutions has increased significantly, accounting for 87.1% of total revenue in the first half of 2025, up from 42.2% in 2022 [3]. Group 2: Financial Performance - The company reported cumulative losses of approximately 1.178 billion yuan over the reporting period, despite revenue growth from 538 million yuan in 2022 to 1.03 billion yuan in the first half of 2025 [8]. - The gross profit margin for roadside intelligent solutions has decreased by 13.6 percentage points over the reporting period, while the gross margin for AIoT solutions increased from 22.7% to 27.3% [5][6]. - The number of customers has halved from 257 at the end of 2022 to 59 by mid-2025, indicating a significant decline in client base [13]. Group 3: Market Position and Challenges - The company has faced challenges, including a substantial drop in contract liabilities, which fell by 82% in 2024 compared to 2023 [11]. - The concentration of revenue from the top five customers has increased, contributing 73.7% of total revenue in the first half of 2025, raising concerns about dependency on a limited customer base [12]. - Smart Interconnect has attempted to list on the A-share market three times without success, leading to the decision to pursue a listing in Hong Kong instead [14][15].

Core Viewpoint - WiFi 7 is recognized as the next generation wireless network technology, with significant market potential as it is expected to exceed 1 billion units shipped by 2026, becoming a mainstream wireless connection technology [1] Company Summary - The company, Xintong Electronics (001388.SZ), has confirmed that it has already mass-produced communication maintenance terminals with WiFi 7 capabilities [1] - The primary customers for the company's WiFi 7 products are domestic telecommunications operators, such as China Telecom [1] - The company's current focus remains on the power and telecommunications industries, while it will continue to monitor demand for WiFi 7 in other sectors [1]

Core Viewpoint - Modern Investment (000900) is focusing on optimizing its financial sector by providing specialized and customized financial services, particularly in the upstream and downstream of the highway industry chain and high-quality local enterprises [1] Financial Sector - The company is enhancing its business structure in the financial sector, concentrating on the highway industry chain and quality enterprises within the province [1] Environmental Sector - The environmental sector is integrating resources from the highway group to expand projects related to wastewater treatment and ecological restoration, thereby improving its professional capabilities and core competitiveness in the environmental field [1] New Energy Initiatives - The new energy division is actively promoting photovoltaic power generation projects along the highway network in Hunan Province, aiming to establish a scalable and industrialized development model [1] Strategic Development - The company plans to deepen its "Highway+" strategy, reinforcing its core business in highway investment and operation while extending its industry chain through network resources, with a focus on smart transportation and cultural tourism [1]