此次大赛以"智领交通，慧见未来"为主题，围绕交通运输全领域实际业务需求，鼓励参赛团队聚焦真实 场景，开发具有实用价值的智能体。大赛参赛团队实现综合交通运输领域全覆盖，作品涵盖技术创新、 运营服务、安全监管、政府管理全流程。参赛作品兼具实用性和创新性，展现了业务为要、应用为先的 发展趋势。 本报北京12月11日电 （记者韩鑫）记者从首届综合交通运输大模型智能体创新应用大赛全国总决赛上 获悉：截至目前，交通运输部已梳理覆盖公路、水路、铁路、民航、邮政、综合交通六大领域的860余 项场景，形成了"人工智能+交通运输"场景全景图，并牵头成立交通大模型创新与产业联盟，构建产业 生态孵化体系。 （文章来源：人民日报） ...

②西藏人工智能从场景应用走向藏语大模型研发； 2025传感器大会开幕；西藏人工智能从场景应用走向藏语大模型研发...... ①2025传感器大会开幕，众多搭载智能传感器组件的人工智能产品集中亮相； ③"深研交通大模型"加速落地，已在20多个城市试点应用。 ...

交通大模型应用场景覆盖高速公路管控、节假日管控、交通信号管控等，推动城市交通系统从"被动应对"迈 向"主动治理"。图为广深高速。（本报资料片） 深圳商报记者 肖晗 第二十届中国智能交通大会于近日举办，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"深城 交"）会上发布"深研交通大模型"。该大模型1.0版本已在深圳、雄安等20多个城市试点应用，为智慧交通治 理提供"深圳方案"。今年以来，各地交通大模型密集创新发布，我国交通大模型迅速从概念探索走向落地应 用。 交通"主动治理" 千亿参数为依托 "深研交通大模型"依托覆盖全国近300个城市、总量达7700亿条的交通数据，构建了千亿参数规模的行业模 型，形成了从感知、推演到调控的完整技术体系，推动城市交通系统从"被动应对"迈向"主动治理"。 服务低空新赛道 目前外卖快递"飞起来"已逐渐成为市民生活常态。按相关规划，到2026年底深圳将建成低空起降点1200个以 上，开通载人、载货飞行等各类低空商业航线1000条以上，"2小时同城、4小时跨城"低空快送服务覆盖人口 占全市人口比例超过70%。 低空经济正在改写城市交通版图，交通大模型如何持续赋能？深城交透露，地空 ...

Core Viewpoint - The transportation industry in China has shown stable and progressive economic performance in the first three quarters of the year, with significant growth in freight volume, port throughput, and fixed asset investment, indicating a robust support for economic development [1][2][3]. Group 1: Freight Volume and Port Throughput - In the first three quarters, the total operating freight volume reached 432.5 billion tons, a year-on-year increase of 3.89%, with a 3.9% growth in the third quarter, accelerating by 0.9 percentage points compared to the second quarter [1][2]. - The port cargo throughput was 135.7 billion tons, up 4.6% year-on-year, with a 5.8% increase in the third quarter, also accelerating by 1.1 percentage points from the second quarter [3][4]. - Container throughput reached 26 million TEUs, growing by 6.3% year-on-year, with domestic and foreign trade throughput increasing by 3.2% and 8.4%, respectively [3]. Group 2: Personnel Flow - The cross-regional personnel flow reached 5.06 billion person-times in the first three quarters, a year-on-year increase of 3.1%, with rail and civil aviation passenger volumes growing by 6% and 5.2%, respectively [3][4]. - During the recent National Day and Mid-Autumn Festival holiday, cross-regional personnel flow peaked at 2.433 billion person-times, averaging 304 million person-times per day, marking a historical high for the same period [3]. Group 3: Fixed Asset Investment - Fixed asset investment in transportation reached 2.6 trillion yuan in the first three quarters, with railways, highways, waterways, and civil aviation investments amounting to 593.7 billion yuan, 1.78 trillion yuan, 160.5 billion yuan, and 82.9 billion yuan, respectively [4]. - Specific highway investments included 929.6 billion yuan for expressways, 434.3 billion yuan for ordinary national and provincial roads, and 275.3 billion yuan for rural roads [4]. Group 4: Future Initiatives - The Ministry of Transport is focusing on the integration of artificial intelligence in transportation, with plans to enhance technological capabilities and promote innovative applications across various transportation sectors [7][8]. - The "One Port One Policy" initiative aims to deepen the integration of container rail-water transport, targeting a 15% annual growth in container rail-water transport volume by 2027 [10][11]. Group 5: Green Transportation Initiatives - The Ministry is advancing zero-carbon transportation projects, having launched 48 pilot projects across various transportation modes, emphasizing the importance of green transformation in the sector [13][14]. - Future plans include enhancing the standard system for zero-carbon transportation and promoting innovative energy solutions in transportation facilities [14]. Group 6: Legal Framework and Regulations - The revised Maritime Code is expected to significantly impact the shipping industry by providing clearer legal guidelines and enhancing the legal framework for maritime activities, thus supporting high-quality development in shipping and trade [30][31].

Core Insights - The Ministry of Transport and six other departments issued implementation opinions on "Artificial Intelligence + Transportation," aiming for widespread application of AI in transportation by 2027 and achieving key technology autonomy by 2030 [1] Group 1: Policy Objectives - The policy focuses on technological breakthroughs and practical applications, presenting opportunities for the intelligent driving industry chain [1] - It emphasizes accelerating the development of intelligent driving systems and remote driving cockpits, while supporting innovation resource aggregation in key regions [1] Group 2: Market Opportunities - Last-mile delivery and smart logistics are identified as breakthrough areas for the large-scale application of AI in transportation [1] - The delivery of 10,000 unmanned delivery vehicles by New Stone Age covers various scenarios, indicating a growing market potential estimated at approximately 468 billion yuan [2] Group 3: Technological Infrastructure - The establishment of a comprehensive transportation model system is highlighted as a key support for AI applications in transportation [2] - The opinions encourage the integration of leading companies, industry enterprises, and academic institutions to foster a collaborative ecosystem [2] Group 4: Industry Standards - The optimization of the industrial ecosystem and the improvement of standards are expected to enhance the influence of leading enterprises [3] - Companies are encouraged to take the lead in developing standards for new products, technologies, and business models across various operational aspects [3]

Core Viewpoint - The implementation opinions on "Artificial Intelligence + Transportation" aim to enhance the industrial ecosystem incubation capacity and promote innovation in the transportation sector through AI integration [1] Group 1: Industry Development - The proposal includes the establishment of a transportation large model innovation and industry alliance, integrating leading companies, industry enterprises, and academic institutions in the AI field [1] - It emphasizes the importance of sharing computing power, co-building datasets, and jointly training models to cultivate an open and collaborative ecosystem [1] Group 2: Technological Innovation - Support is provided for the construction of key laboratories, engineering research, and technology innovation centers in the AI transportation sector to facilitate technology transfer and application [1] - The initiative encourages the creation of an industry AI testing scenario database and the establishment of a large model testing and verification platform [1] Group 3: Innovation Actions - The organization will carry out a "Ten-Hundred-Thousand" innovation action plan to accelerate the comprehensive empowerment of AI in the transportation industry [1] - There is a strong focus on nurturing future industries within the transportation sector through these initiatives [1]

Investment Rating - The investment rating for the company is "Buy" (maintained) [5] Core Views - The company's profit significantly improved in Q2 2025, with high dividends and emerging layouts contributing to long-term growth potential [5] - The company is expected to achieve net profits of 2.996 billion, 3.162 billion, and 3.364 billion RMB for 2025, 2026, and 2027 respectively, with year-on-year growth rates of 5.46%, 5.52%, and 6.42% [5] - The current stock price corresponds to a PE ratio of 6.85, 6.49, and 6.10 for the years 2025, 2026, and 2027 respectively, indicating a valuation advantage [5] Financial Performance Summary - In H1 2025, the company achieved revenue of 22.021 billion RMB, a year-on-year decrease of 21.45%, with net profits of 727 million and 680 million RMB, reflecting a decline of 7.49% and a slight increase of 0.21% respectively [7] - The company proposed a cash dividend of 252 million RMB for H1 2025, with a dividend payout ratio of 37.71%, highlighting its investment value [7] - The company’s comprehensive gross margin for H1 2025 was 15.39%, a year-on-year increase of 0.45 percentage points [7] Business Segments and Market Expansion - The company’s operational business showed strong growth, with overseas revenue reaching 2.492 billion RMB, a year-on-year increase of 8.85% [7] - New signed orders in H1 2025 amounted to 46.207 billion RMB, a year-on-year increase of 0.18%, with notable growth in design and operational contracts [7] - The company is actively expanding its international presence, with significant order growth in regions outside Shanghai and overseas [7] Financial Ratios and Projections - The company’s asset-liability ratio stands at 76.04%, with a net asset value per share of 9.75 RMB [3] - The projected revenue for 2025 is 72.613 billion RMB, with a year-on-year growth rate of 5.52% [6] - The expected return on equity (ROE) for 2025 is 8.18% [6]