今年以来，国家"十四五"规划纲要确定的102项重大工程涉交通项目全部开工，三峡水运新通道项目先期工程启动建设，公路水 路大规模设备更新投资完成305亿元。 央视网消息：交通运输部近日发布《加快建设交通强国报告（2024）》（以下简称《报告》），《报告》显示我国建设交通强国 重点任务和主要指标取得新进展，多项交通强国指标居世界前列。 交通运输部表示，从建设成效看，我国基础设施网络更加完善。"6轴7廊8通道"国家综合立体交通网主骨架建成率超过90%，80% 的新建客运枢纽实现200米内便捷换乘。运输服务能力大幅提高。客货运输量和周转量、港口货物吞吐量、快递业务量等指标稳居世 界前列。同时我国绿色低碳转型加快推进，全国铁路电化率达76.2%，高速公路服务区充电设施覆盖率达98%，沿海主要港口大宗货 物绿色疏运比例达88%，新能源公交车占比达82.7%。 交通运输部综合规划司副司长 刘东：交通运输部将继续完善国家综合立体交通网主骨架。优先贯通主骨架内高速铁路、国家高 速公路主线，推动普速铁路、普通国道贯通提质和干线航道扩能改造。重点推进川藏铁路、独库高速公路、内河水运体系联通、三峡 水运新通道等重大工程，科学谋划一批 ...

刘伟表示，下一步要加快推动国家综合立体交通网建设；完善现代化都市圈综合交通运输体系；培育发 展交通运输领域新质生产力；深入推进交通物流降本提质增效；深化交通运输领域改革开放；坚持不懈 抓好交通运输安全稳定工作。同时，充分发挥国务院加快建设交通强国工作协调机制作用，形成各地各 部门齐抓共管、共同推进交通强国建设的良好局面。 大会还发布了《加快建设交通强国报告（2024）》等系列成果。 新华社杭州9月28日电（记者魏一骏、叶昊鸣）交通运输部科学研究院28日发布的最新交通强国指数显 示，我国交通强国指数为89.9点，较上年提升1.0个点，在全球主要国家中的排名升至第5位。 当天，2025年加快建设交通强国大会在浙江杭州召开。交通运输部部长刘伟说，今年是"十四五"规划收 官之年，5年来，我国交通运输综合实力、服务品质、运行效率大幅提升。今年以来，加快建设交通强 国重点任务和主要指标取得新进展。 交通运输部科学研究院研究分析认为，我国交通强国建设步伐更稳——在12项国际比较指标中我国有7 项指标排名在前5位。其中，班轮运输连通性指数、新能源汽车占比、铁路电化率、港口集装箱年吞吐 量占比等指标稳居世界前列。 ...

据了解，满图试运行是指在高铁线路开通运营前夕，按照正式运营的作业程序和作业标准组织列车开 行，包括模拟办理旅客上下车、开闭车门，以及车站客运人员接发列车、站车交接、应答呼叫联络等规 定作业，全面测试新线路综合运行状态是否满足开通条件，被视为铁路开通运营前最后的"彩排"。 （文章来源：中国新闻网） 中新网崇左9月27日电 9月26日，南宁至凭祥高铁崇左至凭祥段首趟试运行动车组列车从崇左南站开 出，驶向凭祥东站，这标志着广西又一条直通中越边境城市的高铁进入满图试运行阶段，全线开通运营 进入"倒计时"。 南凭高铁崇凭段满图试运行期间，每天安排8趟动车组列车在崇左南站与凭祥东站间往返运行，中途停 靠宁明东站、龙州站，单向全程仅需38分钟。实际投入运营后，国铁南宁局将会根据旅客出行需要调整 列车开行方案。 南凭高铁崇凭段正线全长81.522公里，设计时速250公里，线路东起崇左南站，经宁明县、龙州县，终 至凭祥市凭祥东站，是广西继防东铁路后又一条直通中越边境城市的高铁，属于国家"十四五"规划 中"加强与周边国家互联互通"的交通强国建设工程之一。 南凭高铁崇凭段建成通车后，南凭高铁将实现全线贯通运营，南宁至凭祥实现高铁直 ...

记者从国铁南宁局获悉，9月26日9时37分，南凭高铁崇凭段首趟试运行动车组列车从崇左南站开出，驶向凭祥东站，这标志着广西又一条直通中越边境 城市的高铁进入满图试运行阶段，全线开通运营进入"倒计时"。 南凭高铁崇凭段满图试运行期间，每天安排8趟动车组列车在崇左南站与凭祥东站间往返运行，中途停靠宁明东站、龙州站，单向全程仅需38分钟。实 际投入运营后，国铁南宁局将会根据旅客出行需要调整列车开行方案。 南凭高铁崇凭段建成通车后，南凭高铁将实现全线贯通运营，南宁至凭祥实现高铁直达，两地列车运行时间将由现在的4个多小时压缩到约1个小时，形 成中国对接东盟便捷的运输通道，对于完善边境交通基础设施，提升广西与东南亚等地区的互联互通水平具有重要意义。 南凭高铁崇凭段正线全长81.522公里，设计时速250公里，线路东起崇左南站，经宁明县、龙州县，终至凭祥市凭祥东站，是广西继防东铁路后又一条 直通中越边境城市的高铁，属于国家"十四五"规划中"加强与周边国家互联互通"的交通强国建设工程之一。 （总台记者 张斌 张卉） ...

这一个个精彩的瞬间，绘就了"十四五"收官之年交通强国建设的壮丽画卷。"十四五"规划纲要明确提出，到2025年，我国综合交通运 输基本实现一体化融合发展，综合能力、服务品质、运行效率和整体效益显著提升，交通运输发展向世界一流水平迈进。过去五 年，我国"6轴7廊8通道"国家综合立体交通网主骨架已经基本贯通，连接了全国超过80%的县级行政区、服务全国90%左右的经济和 人口总量，有力保障了国民经济循环和人民群众便捷出行。 如何从交通大国迈向交通强国？党的十八大以来，以习近平同志为核心的党中央从全局和战略高度作出一系列重大部署。从党的十 九大作出建设交通强国的重大战略部署，到党的二十大提出"加快建设交通强国"，我国着力构建现代化高质量国家综合立体交通体 系。 "十四五"以来，总书记在国内考察期间，多次就交通强国建设作出重要指示批示。2023年9月，习近平总书记向全球可持续交通高峰 论坛致贺信指出，中国正在加快建设交通强国，将继续坚持与世界相交、与时代相通，以自身发展为世界提供新机遇。 央视网消息（新闻联播）：习近平总书记指出："建设安全、便捷、高效、绿色、经济、包容、韧性的可持续交通体系，是支撑服务 经济社会高质量发 ...

今日摘要 习近平致信祝贺中国致公党成立100周年强调，广泛团结海外侨胞、归侨侨眷和留学人员，为强国建 设、民族复兴伟业作出新的更大贡献。王沪宁出席庆祝大会并讲话。 系列报道《新思想引领新征程·非凡"十四五"》今天来看：我国建成世界最大的综合立体交通网，交通 强国建设全面提速。 李强主持召开国务院常务会议。 "十四五"时期，我国生态环境质量持续改善。 《新时代党的治疆方略的成功实践》白皮书发布。 《新时代中国推进妇女全面发展的实践与成就》白皮书发布。 【新思想引领新征程·非凡"十四五"】交通强国建设全面提速 为高质量发展提供有力支撑 习近平总书记指出，建设安全、便捷、高效、绿色、经济、包容、韧性的可持续交通体系，是支撑服务 经济社会高质量发展、实现"人享其行、物畅其流"美好愿景的重要举措。"十四五"期间，我国建成世界 最大的综合立体交通网，运输服务水平大幅提升，科技创新能力显著增强，交通强国建设全面提速，成 为中国式现代化的开路先锋。 李强主持召开国务院常务会议 国务院总理李强9月19日主持召开国务院常务会议，听取关于贯彻落实全国生态环境保护大会精神全面 推进美丽中国建设工作情况的汇报，研究关于在政府采购中实施 ...

Core Insights - The Ministry of Transport of China has published a collection of 44 typical experiences and innovative achievements in the transportation sector, aimed at promoting replicable and scalable practices across various fields such as infrastructure construction, transportation services, technological innovation, and green low-carbon development [1] Group 1: Infrastructure and Maintenance Innovations - Jiangsu Province has introduced a centralized maintenance model for high-traffic highways, optimizing maintenance efficiency and overall network performance, addressing issues related to traditional maintenance methods [1] - From 2019 to 2024, Jiangsu completed approximately 1215 half-width kilometers of construction, reducing project timelines by about 2700 days and saving over 4 billion yuan in costs [2] Group 2: Port and Terminal Innovations - The Guangzhou Nansha Phase IV fully automated terminal has developed a new technical system that enhances space utilization and efficiency in intermodal transport, achieving a 30% increase in land utilization and a 28% improvement in loading efficiency [2] - The terminal's annual container throughput capacity has reached 24 million TEUs, positioning it among the top global single terminals [2] Group 3: Airport Operations Enhancements - Guangzhou Baiyun International Airport has implemented advanced technologies to improve operational efficiency, achieving the highest passenger throughput in the country for four consecutive years [3] - The airport's new systems have reduced average bridge docking time from 120 seconds to 85 seconds and improved boarding efficiency by 40% [3] Group 4: Coal Transportation and Energy Supply - Huanghua Port has achieved full-process automation in coal handling, utilizing 5G technology and high-precision positioning systems to enhance operational efficiency, reducing loading times by 25% and increasing ship loading rates by 10% [4] - The port's innovations have also led to a 32% reduction in average port stay time and a 16% decrease in train unloading times [4] Group 5: Carbon Emission Management - Zhejiang Province has developed a comprehensive carbon emission accounting system and a digital application platform, achieving significant reductions in carbon emissions and engaging over 1.53 million users in low-carbon activities [5] - Guangdong Province has established extensive shore power facilities at ports, achieving a 90.94% coverage rate and saving approximately 1.7 billion yuan in fuel costs while reducing carbon emissions by 10.6 million tons [5] Group 6: Cross-Border E-commerce Innovations - Guangdong Province has introduced an embedded regulatory model for cross-border e-commerce, significantly improving customs clearance efficiency and reducing processing times [6] - In 2024, the value of exports through this new model reached 11.32 million yuan, with 8.42 million yuan reported in the first five months of 2025 [6]

Core Viewpoint - The Ministry of Transport has accelerated the construction of a strong transportation nation by releasing the "Typical Case Collection for Transportation Strong Nation Construction (First Volume)", which includes 44 exemplary cases across seven categories aimed at enhancing transportation infrastructure and services, promoting innovation, and supporting green transformation [1]. Group 1: Modern Transportation Infrastructure - The collection includes cases such as the promotion of "Four Good Rural Roads" in Henan and the enhancement of highway maintenance concepts in Jiangsu [2][3]. Group 2: Improvement of Transportation Service Quality - Notable cases include Jiangsu's innovative cross-border multimodal transport service model and the implementation of "one order to the end" for rail-water intermodal transport [3][4]. Group 3: Strengthening Technological Innovation - Cases highlight the use of smart expansion technology in Jiangsu to improve the efficiency of saturated trunk lines and the development of key technologies for fully automated container terminals in Qingdao [3][4]. Group 4: Promotion of Green and Low-Carbon Transformation - Examples include the establishment of a carbon tool application system in Zhejiang and the innovative practices in green port construction in Jiangsu [4][5]. Group 5: Enhancing Safety Assurance Capabilities - Cases focus on comprehensive governance of hazardous goods road transport in Zhejiang and the construction of a "Safe Guardian" system in Jiangsu [4][5]. Group 6: Deepening Transportation Reform - The collection features the establishment of a "big transportation" system in Shandong and the innovative management model for major projects in Zhejiang [4][5]. Group 7: Promoting Transportation Industry Development - Innovative models such as the "chain leader system" for comprehensive transportation industry chains in Zhejiang and new investment and financing models in Shandong are included [4][5].

丨证券研究报告丨 行业研究丨点评报告丨软件与服务 [Table_Title] 交通强国建设试点有望开展，关注交通信息化投 资机遇 报告要点 [Table_Summary] 9 月 12 日，交通运输部办公厅印发《交通强国建设试点申报方向指引（2025 年）》的通知，通 知指出，推动交通与能源基础设施一体化建设，建设"源—网—荷—储—充"项目，创新融合 开发运营模式与政策机制。当前试点，随着我国交通强国试点工作的有序展开，在相关政策扶 持下，交通信息化改造有望持续加速，从而惠及相关产业链。建议关注 1）具有交通信息化技 术储备的公司；2）在低空、车路云等领域有布局的公司。 分析师及联系人 [Table_Author] 宗建树 陈耀文 SAC：S0490520030004 SAC：S0490525070002 SFC：BUX668 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 软件与服务 cjzqdt11111 [Table_Title 交通强国建设试点有望开展，关注交通信息化 2] 投资机遇 [Table_Summary2] 事件描述 9 月 12 日，交通运输 ...

Group 1 - The core focus of the pilot program is to accelerate the construction of a strong transportation nation by addressing key tasks and challenges in the sector, with 16 application areas and 52 directions outlined in the guidelines [1][2] - The pilot tasks are expected to have strong innovation, representativeness, and demonstration effects, with a typical implementation period of around 3 years, not exceeding 5 years [2] - The guidelines emphasize the integration of new technologies such as big data, the Internet, and artificial intelligence in the railway sector, promoting the development of new railway transport tools and equipment technology upgrades [2][5] Group 2 - The guidelines highlight the construction of high-speed maglev systems, aiming to break through technical bottlenecks and establish a test line for 600 km/h maglev trains in urban agglomerations [3] - The pilot program will focus on the digital transformation of transportation infrastructure, promoting smart expansion, safety enhancement, and industry integration through the application of information communication technology [5][6] - The guidelines propose the development of a free-flow tolling system, with at least 100 demonstration lanes to improve vehicle passage efficiency and user satisfaction [5][6] Group 3 - The guidelines encourage the establishment of a comprehensive transportation system in modern urban areas, promoting cross-departmental collaboration and information sharing to alleviate congestion [6] - The initiative aims to cultivate internationally competitive new logistics integrators by fostering long-term strategic partnerships between transportation logistics companies and manufacturing industries [6][7] - The guidelines also advocate for the integration of transportation and tourism infrastructure, enhancing the service functions of transportation facilities related to tourism [7]