证券代码：688015 证券简称：交控科技 公告编号：2025-019 交控科技股份有限公司 关于参加 2025 年半年度科创板交通概念行业 集体业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 会议召开时间：2025 年 09 月 02 日 （星期二） 15:00-17:00 ? 会议召开地点：上海证券交易所上证路演中心 （网址：https://roadshow.sseinfo.com/） ? 会议召开方式：上证路演中心网络文字互动 ? 投资者可于 2025 年 08 月 26 日（星期二）至 09 月 01 日（星期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@bj-tct.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 交控科技股份有限公司（以下简称"公司"）将于 2025 年 8 月 30 日发布公 司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度 经营成果、财务状况，公司将于 2025 ...

南都讯 记者杨振华 实习生张媖玫 企业队伍人员结构持续优化，全市国企高企总量从3家增至15家，市 属国企信用评级显著增强。据悉，三年来，惠州市国资委深入实施国企改革深化提升行动，取得了显著 成效，主体任务完成率突破90%，预计9月底前将全面完成，全市国有企业核心功能和核心竞争力显著 增强。 成立数字化转型联盟 加快数智化转型升级 记者了解到，为构建符合惠州实际的国企改革政策支持体系，加快改革深化提升，惠州市国资委出台了 20余份改革配套制度。其中，《惠州市国资委所属企业主责主业清单》围绕水务、交通、城市建设、港 口、资本运作及产业投资六大核心领域，明确功能类企业（水务、交投、城投、港投）非主业投资比例 上限为3%，竞争类企业（国投、产投）为10%，坚决遏制盲目扩张，避免资源分散与经营风险。 明确了主责主业，市国资委将科技创新作为推动企业高质量发展的核心动能，成立数字化转型联盟，加 快市属国企数智化转型升级。 其中，市国投集团大数据公司联合广州数据交易所，累计上架进场的数据交易标的达52个，涵盖金融、 交通、旅游、低空等多个领域；市交通集团惠泊车公司依托智慧共享停车云平台，推出的"智行统计类 数据产品"，顺利获 ...

为加快服务业与制造业深度融合，促进生产性服务业高质量发展，金坛区组织多家生产制造业与物流运 输企业代表参加市级"融合创新.降本增效"两业融合物流专场、"融合创新.信用护航"两业融合信用专场 活动。在活动中，企业之间充分交流了物流需求和服务能力，探索了物流合作新模式，提高了供应链效 率。金坛区同期还举办了"赋能链主企业，服务新能源产业链"的对接沙龙，为新能源产业的高质量发展 提供了有力的服务支撑。 在激发企业创新创造活力方面，金坛区积极响应市级政策，根据《关于组织申报2025年常州市现代服务 业典型创新场景的通知》文件精神，深入挖掘区内企业的创新潜力，遴选了低空应用服务、数智赋能服 务、人力资源服务等5个优质场景进行申报。这些创新场景涵盖了不同的服务领域，具有较强的创新性 和示范引领作用，有望通过市级认定，获得更多的政策支持和发展机遇，更好地发挥现代服务业对推动 经济回升向好的支撑作用。 展望未来，随着各项政策的持续发力、重点项目的不断推进以及产业融合的进一步深化，金坛区服务业 有望持续保持良好的发展态势，在规模、质量、效益上实现新的突破，为区域经济的进一步增长贡献更 多力量，书写服务业发展的崭新篇章。常服宣 ...

◎记者 白丽斐 李苑 2025年是"十四五"规划收官之年。近期，从特高压电网到高速铁路，从抽水蓄能到水利枢纽，各地重大 工程项目建设"进度条"不断刷新，为经济社会发展注入强劲动力。 受访专家表示，预计未来重大项目投资将进一步增加，政策支持力度将进一步加大，资金支持范围将继 续聚焦"两重"建设以及新质生产力培育等相关领域，并侧重加大对5G/6G、算力中心等新基建、关键核 心技术攻关和先进制造业的支持。 7月以来，一系列重大工程加快推进，涉及能源、交通、水利等多个重点领域。 8月20日，国家电网有限公司宁夏—湖南±800千伏特高压直流输电工程正式投产送电。该工程作为国 家"十四五"电力发展规划重点工程，是我国首条获批、以输送"沙戈荒"风电光伏基地新能源为主的特高 压输电大通道。其直流线路全长1616公里，途经6省区（市），总投资281亿元。 "经过4年多扎实推进，'十四五'规划102项重大工程取得一系列重大进展、重大成效，预计年底前能全 部完成规划目标。"国家发展改革委副主任李春临表示。 超长期特别国债、专项债等为重大工程建设提供资金支持，据悉，2025年"两重"建设共安排8000亿元超 长期特别国债资金支持14 ...

央视网消息：通过一组数据，看看西藏60年来经济、社会、民生各个领域发生的巨变。 随着62.8万建档立卡贫困人口全部脱贫，西藏彻底摆脱了束缚千百年的绝对贫困问题，西藏全区人均预期寿命提高到72.5岁。 到2024年底，西藏公路通车总里程数12.49万公里，西藏国际国内航线达到183条，铁路运营里程达到1359公里。西藏已经逐步建 立起涵盖公路、铁路、航空的综合立体交通网络。 2024年，西藏地区生产总值达到2765亿元，是1965年的155倍。在60年的发展历程中，西藏全区生产总值达到第一个千亿用了50 年，而第二个千亿仅用了6年。 ...

Report Industry Investment Rating - The investment rating for the industry is "Underperform" [1] Core Viewpoints - US inflation data is divided, with July CPI lower than expected but PPI far exceeding expectations. However, most institutions maintain the prediction of a 25 - basis - point interest rate cut in September, and the market fully prices in two interest rate cuts within the year [2] - The Jackson Hole Global Central Bank Annual Conference is expected to focus on the policy framework rather than interest rate cut guidance. Powell may use the framework adjustment to re - emphasize the central bank's independence, and there is a potential "expectation gap" risk [3] - US Treasury yields have risen, and the yield curve has become steeper. It is recommended to maintain medium - and short - duration US Treasuries as the core allocation and moderately increase high - grade Chinese - funded US dollar bonds, while being cautious about long - end fluctuations [3][4] Summary by Directory 1. US Treasury Benchmark Interest Rates - The figures related to 2 - year and 10 - year US Treasury yields, the yield curve, bid - to - cover ratios of various maturities, issuance winning bid rates of 2 - 30 - year US Treasuries, monthly issuance volume of US Treasuries, and the implied number of interest rate cuts in the federal funds rate futures market are presented [14][22][24] 2. US Macroeconomic and Liquidity - Data on US inflation year - on - year trends, the federal government's annual cumulative fiscal deficit, economic surprise index, ISM PMI, consumer confidence index, financial conditions index, housing rent growth rate, number of unemployment benefit claims, hourly wage year - on - year growth rate, non - farm payroll data, real estate new housing approval, start, and sales volume year - on - year growth rates, personal consumption expenditure year - on - year growth rate, breakeven inflation expectations, and non - farm industry contributions are shown [28][30][42] 3. Exchange Rates - Information about the one - year trend of non - US currencies, changes in non - US currencies in the past two weeks, Sino - US sovereign bond spreads, the relationship between the US dollar index and the 10 - year US Treasury yield, the relationship between the US dollar index and the RMB index, and the change in the one - year US dollar - RMB forward exchange hedging cost is provided [56][58][60] 4. Overseas US Dollar Bonds - The price trends of US dollar bonds in the US, the combined US - European US dollar bonds, global investment - grade US dollar bonds, and global high - yield US dollar bonds and Chinese domestic bonds are presented, along with the two - week return comparison of the global bond market, the US Treasury volatility MOVE index and the VIX fear index, and the price increases and decreases of US Treasury ETFs of different maturities [63][68][72] 5. Chinese - Funded US Dollar Bonds - The return trends of Chinese - funded US dollar bonds since 2023 (by grade and industry), the yield and spread trends of investment - grade and high - yield Chinese - funded US dollar bonds, the two - week returns (by grade and industry), the net financing amount trend, and the maturity scale of each sector are shown [81][84][89] 6. Rating Actions - In the past two weeks, the three major international rating agencies took 8 rating actions on Chinese - funded US dollar bond issuers, including 5 rating upgrades, 1 rating withdrawal, and 2 initial ratings [91]

Group 1 - The core viewpoint highlights the growing importance of "event economy" and "performance economy" in driving urban consumption and economic development during the summer season [1] - Ningxia is leveraging a deep integration model of "aviation + cultural tourism, performance + events + commerce" to enhance the value of tickets and boost consumption, showcasing new vitality in the urban economy [1][3] Group 2 - Since July, over 40 large-scale events and performances, including the 2026 AFC U20 Women's Asian Cup qualifiers and the Lanshan Music Festival, have been held in Yinchuan and surrounding areas, enriching the cultural life and attracting more visitors [3] - The local government has introduced the "Yin Ticket Rewards" program, allowing ticket holders to enjoy exclusive discounts at various restaurants, retail stores, and attractions in Yinchuan, turning tickets into "entry passes" for urban experiences [3] Group 3 - The influx of people and chain consumption has boosted the spending power in sectors such as dining, accommodation, transportation, and retail, with commercial complexes launching various promotional activities to convert foot traffic into revenue [5] - The aviation market has also seen increased activity during the summer, with Yinchuan Airport optimizing and increasing flight routes, and collaborating with cultural tourism departments to offer discounts at attractions and hotels for travelers [5] - From July 1 to August 11, Yinchuan Airport facilitated 11,700 flight takeoffs and landings, with a passenger throughput of 1.621 million [5] Group 4 - Statistics indicate that the integration of commerce, culture, tourism, and sports has significantly boosted consumption in the restaurant and accommodation sectors, with sales and hotel occupancy rates in Yinchuan and surrounding areas increasing by approximately 20% since July [7]

Core Viewpoint - The article discusses the stability of the U.S. inflation rate in July, with a notable rebound in core inflation, indicating potential implications for monetary policy and market expectations regarding interest rate adjustments [1][6][22]. Inflation Data Summary - In July, the Consumer Price Index (CPI) increased by 2.7% year-on-year, consistent with the previous value and slightly below market expectations of 2.8%. The core CPI rose by 3.1%, surpassing the previous value of 2.9% and the expected 3.0% [1][6][9]. - The core goods prices increased by 1.2% year-on-year, up from 0.7% in the previous month, marking the fourth consecutive month of recovery. Various core goods categories, such as furniture (+0.7% month-on-month) and shoes (+1.4% month-on-month), showed price increases, reflecting the impact of tariffs [2][13][14]. - Core services saw a year-on-year increase of 3.6%, remaining stable compared to the previous month, with a month-on-month rise of 0.4%, higher than the previous 0.3% [4][18]. Tariff Impact and Economic Outlook - The article highlights that the impact of tariffs on inflation may have become more evident in July, although the overall inflation rebound has been moderate due to product differentiation. Future impacts remain uncertain, with varying estimates on how quickly tariffs affect consumer prices [3][14][15]. - The Federal Reserve's internal divisions on monetary policy direction are noted, with some members advocating for a cautious approach while others support a shift towards a neutral interest rate stance, indicating differing views on inflation risks and economic slowdown [5][20][21]. Market Reactions - Following the inflation data, market expectations for a rate cut by the Federal Reserve in September increased, with the probability rising to 93.4% from 85.9%. This led to a decline in the U.S. dollar index and a rise in major stock indices, reflecting a favorable environment for emerging market assets [5][22].

Core Viewpoint - South Korea will implement a temporary visa exemption policy for Chinese group tourists starting September 29, lasting until June next year, which is expected to boost tourism and economic growth in South Korea [1][3][6]. Group 1: Economic Impact - An increase of 1 million Chinese tourists is projected to raise South Korea's GDP growth by 0.08 percentage points [5]. - In 2024, South Korea anticipates receiving approximately 16.37 million foreign tourists, with total foreign tourist spending reaching 9.2552 trillion KRW (approximately 46.546 billion RMB), marking a year-on-year increase of 33.8% [4]. - The average credit card spending per Chinese tourist in South Korea is 889,000 KRW (approximately 4,700 RMB), which is 1.5 times that of Japanese tourists [5]. Group 2: Tourism Policy and Strategy - The South Korean government has identified tourism as a strategic industry, aiming to attract 30 million foreign tourists and generate 30 billion USD in tourism revenue by 2027 [6]. - The recent visa exemption policy is part of a broader effort to stimulate domestic demand and support the recovery of the tourism sector, which significantly contributes to the economy [6][7]. - The government plans to leverage the upcoming APEC summit in late October to attract more foreign visitors [7]. Group 3: Historical Context and Trends - Chinese tourists were previously the largest group visiting South Korea, with numbers dropping from over 8 million in 2016 to around 4 million in 2017, before rebounding to approximately 6 million in 2019 [4]. - In 2022, the number of Chinese visitors to South Korea exceeded 4.6 million, accounting for 28.1% of total foreign tourists, showing a strong recovery compared to just 202,000 in 2023 [4][5].

全力冲刺年内通车！湖北宜昌北站建设正酣，站房主体结构已施工完成，项目进入收尾阶段。全长313 公里的沿江高铁武汉至宜昌段，是沿江高铁全线首个开工项目。通车后，将与汉宜铁路等一道，在湖北 省内形成"武汉往返武汉"高铁环线，助力武汉、襄阳、宜昌三地实现1小时互通。 "渝宜高铁、渝万高铁、合武高铁、北沿江高铁等沿江高铁项目建成后，将与既有铁路网络深度融合、 多向联通，形成川渝与华中、华东地区的快速客运通道，助推长江经济带高质量发展。"国铁集团有关 负责同志表示。 从沿江高铁、沿江机场、沿江干线公路等沿长江交通基础设施，到"三北"工程、城市地下管网、高标准 农田建设等，"两重"建设正扎实推进。日前，国家发展改革委安排超3000亿元支持2025年第三批"两 重"建设项目，这也意味着今年8000亿元"两重"建设项目清单已全部下达完毕。 稳投资、促就业，支撑经济稳定增长—— 7毫秒，新疆绿电瞬间抵达2200多公里外的重庆。哈密—重庆±800千伏特高压直流输电工程投产送 电，"疆电外送"有了第三条直流通道。 投资286亿元、带动上下游投资超1000亿元，1万余人投身工程建设，3万余人在装备制造、能源服务等 领域获得稳定岗位， ...