证券代码：002331 证券简称：皖通科技 安徽皖通科技股份有限公司 及车路云等，都是当前智慧交通行业的重要发展方向，这 些不仅提高了交通系统的效率和安全性，也为公众提供了 更加便捷、高效的出行服务。公司将持续致力于智慧交通、 智慧城市、车路云等领域业务，以多年行业积淀为基石， 积极布局数字经济产业，开拓产业新业态为导向，进一步 增强公司核心竞争力和市场影响力。谢谢！ 投资者关系活动记录表 编号：20250516 | 投资者关系活动类别 | □特定对象调研 □分析师会议 | | --- | --- | | | □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） | | 参与单位名称及人员 姓名 | 线上参与公司 2024 年年度报告网上说明会的投资者 | | 时间 | 2025 年 05 月 16 日（星期五）下午 15:00-17:00 | | 地点 | 价值在线网络互动平台 https://www.ir-online.cn/ | | 形式 | 线上形式 | | 上市公司接待人员 | 董事长：陈翔炜先生 | | | 独立董事： ...

证券代码： 002869 证券简称：金溢科技 深圳市金溢科技股份有限公司 投资者关系活动记录表 编号：2025-001 | | □ 特定对象调研 □ 分析师会议 | | | | --- | --- | --- | --- | | 投资者关系活动 | 媒体采访 √ 业绩说明会 | □ | | | 类别 | 新闻发布会 □ 路演活动 | □ | | | | 现场参观 其他 | □ | □ | | 参与单位名称及 | 不特定投资者 | | | | 人员姓名 | | | | | 时间 | 年 月 日 2025 5 13 (周二) 下午 15:00~17:00 | | | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | | | 董事长、总经理罗瑞发 | | | | | 副董事长、高级副总经理刘咏平 | | | | 上市公司接待人 | 独立董事陈君柱 | | | | 员姓名 | 副总经理、财务总监李锋龙 | | | | | 董事会秘书张晓城 | | | | | 投资者提出的问题及公司回复情况 | | | | | 1、高管您好，请问您如何看待行业未来的发展前景？谢谢。 ...

二、行业发展历程 相关企业：华为技术有限公司、腾讯科技（深圳）有限公司、海康威视数字技术股份有限公司、大华股 份有限公司、博通集成股份有限公司、广东省交通集团有限公司、广州市交通投资集团有限公司、珠海 交通集团有限公司、广州市埃特斯通讯设备有限公司、佳都科技集团股份有限公司 关键词：广东省智慧交通、广东省智慧交通市场规模、广东省智慧交通行业现状、广东省智慧交通发展 趋势 一、行业概述 广东省智慧交通是以物联网、大数据、人工智能等新技术为基础，通过全面感知人、车、路、环境四要 素，实现交通系统的协同互联、高效服务与动态优化。其核心目标是构建具备自组织、判断与创新能力 的智慧型综合交通运输体系，推动交通治理从"经验驱动"向"数据驱动"转型。根据广东省智慧交通的建 设内容和应用场景，可以将其分为智慧高速公路、智慧城市交通、智慧港航、智慧枢纽四大类。 内容概况：广东省智慧交通行业在政策扶持、技术创新和市场应用的共同推动下，正步入高质量发展阶 段。2024年，广东省智慧交通行业市场规模为192.84亿元，同比增长6.00%。政策层面，《广东省交通 运输高质量发展三年行动方案（2025—2027年）》明确提出，到2027 ...

Core Viewpoint - The company reported a decline in revenue and net profit for 2024, but new contract signings and growth in new business segments provide a positive outlook for future performance [1][2]. Financial Performance - In 2024, the company achieved revenue of 1.316 billion yuan, a decrease of 7.26%, and a net profit of 106 million yuan, down 34.74% [1]. - For Q4 2024, revenue was 536 million yuan, a slight decline of 0.15%, with a net profit of 47 million yuan, down 57.59% [1]. - In Q1 2025, revenue was 181 million yuan, a decrease of 20.78%, with a net loss of 28 million yuan, although the loss narrowed year-on-year [1][2]. Business Segments - The big data software and smart transportation segment generated revenue of 736 million yuan, an increase of 27.09% [1]. - The engineering design and testing segment saw revenue drop to 224 million yuan, down 31.84% [1]. - The planning and consulting services segment reported revenue of 355 million yuan, a decrease of 30.25% [1]. - Other businesses generated revenue of 2 million yuan, down 41.5% [1]. New Contracts and Business Growth - In 2024, the company signed new contracts worth 2.58 billion yuan, a year-on-year increase of 49% [2]. - New quality business segments grew by 138%, accounting for over 67% of total business, providing strong momentum for the company's transformation [2]. Low-altitude Economy and Infrastructure - By the end of 2024, the company had over 300 million yuan in orders related to the low-altitude economy, positioning it as a key technical support provider in Shenzhen [3]. - The company is involved in low-altitude construction and operation consulting for nearly 20 cities, with confirmed revenue of 18.5856 million yuan from low-altitude planning consulting in 2024 [3]. New Infrastructure and Technology Development - The company is expanding into new fields such as intelligent computing and supercharging, accelerating its transformation into a product-oriented and platform-oriented technology company [4]. - It has launched various hardware products and solutions aimed at building the next-generation smart transportation system, including drones and autonomous vehicles [4]. Future Projections - Revenue projections for 2025-2027 are 2.035 billion yuan, 2.807 billion yuan, and 3.489 billion yuan, respectively, with net profits expected to be 227 million yuan, 338 million yuan, and 467 million yuan [5].

Group 1 - The core viewpoint of the articles highlights the strong financial performance of Tongda Electric, with a significant increase in revenue and net profit in both the annual and quarterly reports [1][2] - In 2024, the company achieved an operating income of 666 million yuan, representing a year-on-year growth of 16.62%, and a net profit attributable to shareholders of 25.61 million yuan, up 10.52% [1] - The first quarter of 2025 showed even more robust growth, with operating income reaching 185 million yuan, a 50.85% increase year-on-year, and a net profit of 18.74 million yuan, up 59.21% [1] Group 2 - Tongda Electric is positioned as a smart transportation system service provider, leveraging an integrated solution of "vehicle-road-field-cloud" to establish a customer base primarily among bus manufacturers and operators, while gradually penetrating the commercial vehicle sector [1] - The company has established long-term stable partnerships with major domestic bus manufacturers, including Yutong Bus, Haige Bus, and King Long Bus, and has also formed supply relationships with commercial vehicle manufacturers [1] - The sales of buses, particularly those over 5 meters, have continued to grow in 2024, alongside successful market expansion efforts in the truck and engineering machinery sectors, contributing to the company's positive operational performance [1] Group 3 - In the mobile medical field, the company integrates high-precision medical equipment with vehicles to address challenges such as shock resistance and electromagnetic interference, aiming to provide convenient and efficient medical services [2] - The mobile medical series generated an operating income of 18.86 million yuan in 2024, reflecting a year-on-year growth of 34.16% [2] - The company is committed to responding to the industry's trends towards intelligence and sustainability, as highlighted by the government's focus on energy-saving and carbon reduction in transportation [2]

Core Insights - Super Vision participated in a project that won the "Innovation Award" first prize from the China Invention Association for its work on "Key Technologies and Applications for Intelligent Road Network Traffic Holographic Trustworthy Perception and Dynamic-Static Collaborative Regulation" [1][5] Group 1: Project Overview - The project addresses severe urban traffic issues in China, where the country has the highest number of vehicles globally, leading to over 10 billion hours wasted annually due to traffic congestion, with approximately 30% of this congestion caused by parking search traffic [3] - The project aims to improve urban road network management through digital transformation, enhancing dynamic-static traffic coordination, and improving the quality of travel services for residents [3] Group 2: Technological Achievements - The project has developed a comprehensive technology system for urban road network collaborative management and seamless navigation, overcoming key technical bottlenecks in perception and control [3][4] - It has authorized 42 domestic and international patents, including 10 PCT international patents and 32 Chinese invention patents, and published 105 academic papers, with 84 indexed by SCI [4] Group 3: Economic and Social Impact - The project has been implemented in over 50 major cities across China, serving over 1 billion vehicle trips annually, generating direct economic benefits exceeding 1.5 billion yuan [4] - The project has significant social and environmental benefits, contributing to urban governance and infrastructure development [4][5] Group 4: Company Profile - Super Vision is a leading AI high-precision perception robotics company focused on smart transportation, with a research team comprising experts from prestigious institutions [4] - The company has pioneered electronic parking reforms in urban areas, enhancing the capacity for vehicle accommodation and setting a successful example for large city governance [5] - The recent award reflects the company's advancements in technology innovation, application, and market influence, marking a significant milestone in its development [5]

【环球网科技综合报道】"中国智慧交通技术正从'跟跑'转向'领跑'。"中国道路交通安全协会秘书长苑 雷在日前举办的第十五届中国国际道路交通安全产品博览会上表示。会议期间，AI信控平台、城市交 通大脑、DeepSeek云警系统等百余项全球首发的智慧交通科技成果集中亮相，一场以"数据驱动、算法 治堵"为核心的交通行业升级转型正在中国加速落地。 在湖北交警展区，一台身高1.75米、可360度旋转的"警用仿生机器人"引发围观。该机器人搭载多光谱 传感器与AI视觉系统，既能通过手势引导分流车流，又能自动识别违法变道、占用应急车道等行为， 并实时生成电子罚单。湖北交管总队科技处处长王伟介绍，依托"专业+机制+大数据"新型警务模式， 该省已建成全国首个覆盖省市县三级的"情指行"一体化作战平台，日均处理交通事件12万起，事故死亡 率同比下降31%。 苑雷表示，本届交博会的重大意义在于聚焦行业科技创新，通过AI、大数据等技术，促进行业新质生 产力转化，推动道路交通安全行业智能化发展；积极发挥平台纽带作用，增进国际交流，促进行业国际 合作，提升中国交通治理的区域影响力。（旺旺） 在"交管科技创新展区"，佳都科技智能城市交通业务群常 ...

(原标题：金溢科技（002869）：2024年净利润同比增长近6成，ETC前装、新型收费系统表现亮眼) 4月21日晚间，金溢科技(002869.SZ)披露2024年年度报告，2024年公司实现营业收入5.96亿元，同比增 长16.39%；归母净利润7875.48万元，同比增长59.69%。 在车路协同领域，公司携手合作伙伴成功完成了2024C-V2X"四跨"(上海)先导应用实践活动开展的封闭 场地测试和开放道路验证两大测试活动，通过C-V2X主动安全功能和性能测试以及开放道路验证，能够 为车企不断完善应用场景、提高预警准确性、外场场景触发稳定性以及安全消息处理能力提供坚实的实 践支撑。公司近年来多次全程参与C-V2X三跨、四跨、新四跨等互联互通测试，凭借深厚的V2X技术实 力和稳定的产品性能，成为较早通过C-V2X一致性认证的企业。目前，公司车路协同相关业务已与传统 车厂、新能源车厂、互联网造车企业、高速公路业主、城市智能网联先导区等客户群体展开合作。 在智慧高速市场，公司持续深度挖掘市场需求和拓展多元化销售路径，及时根据市场应用情况以及客户 需求，快速推进产品迭代优化。ETC大众消费市场行业地位进一步巩固。 ...

以下文章来源于睿兽Pro ，作者Bestla 睿兽Pro . 创业邦旗下横跨一二级市场的科创数据平台。实时投资数据、追踪产业创新。找数据、做分析、链资源，就上睿兽分析。 一级市场投融资概览 根据睿兽分析监测数据，本周国内一级市场披露的融资事件54个，与上周相比减少9个，其中已披露融资金额的事件27个，总融资规模为39.19亿元人民 币，平均融资金额为1.45亿元人民币。 行业分布 全球投融资周报 睿兽分析每周整理当周最值得关注的国内外热门投融资事件，帮助大家及时了解全球市场动向。 从融资事件数量来看，本周医疗健康、智能制造、人工智能领域融资最活跃。分别为医疗健康12个、智能制造10个、人工智能7个。 从已披露金额事件的融资规模来看，汽车交通最高，融资总规模约为19.36亿元人民币。其中L4级自动驾驶产品研发商 「九识智能」 获近3亿美元B轮融 资。 九识智能成立于2021年，专注于人工智能和芯片技术的研发及规模化应用，是全球领先的具备开放道路纯无人驾驶标准化产品及应用落地的企业。基于成 熟的L4级自动驾驶产品及全球最高效的自动驾驶运力网络，九识实现了完全脱人的常态化运营，为数十个品牌客户提供低成本、高效率的自 ...

以下文章来源于科创投资研究 ，作者深度的 科创投资研究 . 原【PE早餐】，升级聚焦为【科创投资研究】，宗旨为"关注科创动态，专注科创研究，聚焦科创项 目，共享科创投资"。 作者 | 科创投资研究 来源 | 科创投资研究 导 语：启明创投4.52亿元控股上市公司天迈科技，成为首例市场化VC机构通过并购基金主导 上市公司控制权变更的标杆案例。 在IPO放缓与存量资产盘活的叠加效应下，中国资本市场正经历从"增量扩张"向"存量焕新"的深刻 转型。 启明创投以4.52亿元控股创业板上市公司天迈科技，不仅成为首例市场化VC机构通过并购基金主导 上市公司控制权变更的标杆案例，更标志着私募基金从"财务捕手"向"产业操盘手"的角色跃迁。 这一交易背后，既得益于证监会"并购六条"的政策松绑，亦依托于差异化定价、治理权重构与生态 赋能的精密设计，为一级市场退出开辟了"产业协同+资产证券化"的双轨路径。 本文以该案例为切口，剖析政策红利下的交易创新逻辑，探讨私募基金如何以资本为纽带重塑上市 公司价值，并为"投早投小"时代后的VC/PE行业提供转型启示。 政策环境与法规框架 政策红利释放： 证监会"并购六条"重塑市场生态 2024年 ...