投资者关系活动记录表 3、请问公司在低空经济领域进展如何？ 编号：2025-009 | | □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 | | | □新闻发布会 □路演活动 | | 类别 | | | ☑ | 现场参观 □其他： | | 参与单位名称及 | 东方财富证券：郁晾 | | 人员 | | | 时间 | 年 月 日 2025 12 19 | | 地点 | 公司会议室 | | 上市公司接待人 | 董事会秘书：吕雅萍 | | 员姓名 | 投资者关系管理专员：庄娟 | | | 一、介绍公司的基本情况 | | | 二、主要问答环节 | | | 1、请问公司面对业绩的波动是如何应对的？ | | | 答：受传统规划业务市场萎缩、客户支付能力下降、行业竞争进一 | | | 步加剧等因素的影响，公司业务面临较大增长压力。面对重重困难，公 | | | 司继续围绕既定的发展战略，坚定不移地以打造"智慧城市规划运营专 | | | 家"为目标，通过持续加强内部管理，采取积极有效措施，扎实开展各 | | | 项日常生产经营工作。具体举措主要包括：一是针对新业务的 ...

Core Viewpoint - The company, New City (300778), has signed a tripartite supervision agreement regarding its fundraising project with Industrial Bank Co., Ltd. and its sponsor, Guotai Junan Securities Co., Ltd. [1] Group 1 - The company announced the signing of the tripartite supervision agreement on December 3 [1] - The fundraising project is titled "Construction of Green Energy and Zero Carbon Park Planning and Construction Project" [1] - The agreement involves the implementation entity of the fundraising project and the financial institution [1]

Core Insights - The article highlights the strategic shift in urban development in China towards enhancing existing urban resources and improving efficiency, as outlined in the "14th Five-Year Plan" [1] - The company, Lei'ao Planning, is positioned as a key player in urban operations, leveraging its comprehensive service capabilities and forward-looking strategic layout [1] Group 1: Policy Alignment - Lei'ao Planning has anticipated policy trends and adapted its services to align with the shift from "incremental expansion" to "stock operation" in urban development [1] - The company has established a three-in-one service system of "planning design + urban operation + smart city," which is highly compatible with the requirements for smart and refined urban operations under the "14th Five-Year Plan" [1] Group 2: Technological and Product Development - The company has developed the "Industry Radar" system, which utilizes a "five-chain integration" model to achieve precise matching of industrial elements, responding to policy demands for data application [2] - Lei'ao Planning's projects, such as the urban cognitive large model and "Park Universe," leverage AI technology to enhance urban governance, aligning with the direction of building a digital urban foundation and integrated public services [2] Group 3: Service Implementation - The company has created a closed-loop system of "top-level design - resource integration - financial support," which aligns with the policy requirement for a sustainable urban construction and operation financing system [2] - Lei'ao Planning provides comprehensive services from industrial positioning to smart design for projects like Nanjing Qilin Zhihang Low-altitude Economy Future City and Guangzhou High-end Electronic Information New Material Industrial Park [2] Group 4: National and International Expansion - Lei'ao Planning has established branches in 33 provinces across China, enabling rapid response to diverse urban operation needs [3] - The company collaborates with China Communications Construction and China Railway Construction to export Chinese smart city experiences to countries like Nigeria and Pakistan, gaining cross-scenario and cross-regional practical experience [3] - In 2024, Lei'ao Planning was recognized as the only Chinese company to win an annual award at the WAF World Architecture Festival, showcasing its technical strength and operational model on an international stage [3] Group 5: Future Outlook - As the "14th Five-Year Plan" approaches, Lei'ao Planning aims to transform policy requirements into actionable service capabilities, supporting the construction of modern urban environments through various initiatives [3]

Core Insights - The article emphasizes the importance of urban resilience in the context of increasing urbanization and natural disasters, highlighting the upcoming "Shanghai-Tokyo" seminar focused on enhancing urban management through refined daily operations and lifecycle management [1][5]. Group 1: Urban Resilience - "Resilient cities" are defined as those capable of effectively preventing and recovering from significant shocks while maintaining core functions, necessitating a systematic resilience framework across infrastructure, planning, and social collaboration [3]. - The seminar will address urgent topics related to urban resilience, including spatial planning resilience, critical infrastructure safety, and flood prevention in underground public spaces [3][4]. Group 2: Seminar Focus Areas - Key discussions will include forward-looking urban planning to create disaster-resilient spatial structures, innovations in transportation infrastructure safety, and strategies for flood prevention in underground spaces [4]. - Experts from various institutions will present on topics such as economic assessments for disaster recovery and safety operations for transportation infrastructure [3][4]. Group 3: Collaborative Efforts - The seminar aims to foster collaboration among major cities like Shanghai, Tokyo, and Osaka, addressing shared concerns regarding climate change and urban resilience through idea exchange, case sharing, and technical discussions [5]. - The focus will extend from large-scale urban systems to micro-level resilience, exploring how refined daily operations and lifecycle management can enhance urban resilience [5].

Core Insights - The 2025 Global Urban Forum will focus on "Digital Governance and Innovative Cities," showcasing the latest practices in digital governance and providing forward-looking solutions for modern urban development [1][2] - The forum will award outstanding cases of "Artificial Intelligence + Urban Governance" to recognize successful integration of AI technology in urban management [2] - Key reports to be released include the "World Cities Day Activity Highlights 2024," "China Urban Sci-Tech Innovation District Development Report (2025)," and "Artificial Intelligence + Urban Governance Development Report (2025)" [2] Group 1 - The forum is co-hosted by various organizations including the Shanghai Municipal Housing and Urban-Rural Development Management Committee and Shanghai Jiao Tong University [1][2] - The central urban work conference in July emphasized the importance of building efficient smart cities and improving urban governance capabilities [1] - The forum will feature keynote speeches from prominent scholars and experts discussing topics such as urban spatial structure and smart city innovations [3][4] Group 2 - The forum will also include a sub-forum focused on "China Artificial Intelligence + Urban Governance Innovation," highlighting innovative applications of AI in urban management [4] - The event aims to provide valuable insights and practices for global cities in their future smart city planning and operations [2]

Core Viewpoint - Shenzhen is actively enhancing its urban resilience and disaster prevention capabilities in response to extreme weather events, particularly following the severe flooding caused by the "9·7" rainstorm two years ago [1][3][5]. Group 1: Urban Resilience Initiatives - Shenzhen has implemented various measures to improve urban safety governance, including revising emergency plans and conducting regular flood response drills [1][3]. - The city plans to add 35 kilometers of comprehensive utility tunnels and 60 square kilometers of sponge city infrastructure by 2024, along with upgrading water supply capabilities [2][3]. - A new "5025 grid + meteorology" disaster prevention model has been established to enhance disaster risk management and information dissemination [4][5]. Group 2: Infrastructure and Technology - Over 5,000 underground spaces are undergoing flood prevention capability enhancements, and a technical guide for underground flood prevention has been issued [5][6]. - The city has built 421 rain gauge stations and 329 hydrological monitoring stations to improve rainfall monitoring and flood forecasting capabilities [4][5]. - Shenzhen is exploring the integration of artificial intelligence with drainage models to enhance flood prediction accuracy [4][5]. Group 3: Community Engagement and Risk Management - The city is initiating climate resilience community pilot projects in urban villages to address climate risks and enhance community participation in disaster preparedness [8][9]. - A new "meteorology + insurance" risk reduction mechanism has been launched to improve disaster risk management through data integration and innovative insurance solutions [9][10]. - The city emphasizes the importance of public awareness and community involvement in disaster response through training and emergency drills [9][10]. Group 4: Challenges and Future Directions - Shenzhen faces challenges in balancing engineering standards with cost-effectiveness while addressing the increasing frequency of extreme weather events [2][5]. - The city is focusing on a closed-loop system for risk management that includes risk identification, prevention, and iterative planning [11][12]. - There is a need for improved coordination among various departments to address urban resilience issues effectively, particularly in infrastructure projects [12][13].

Core Viewpoint - Suzhou is implementing a series of human-centered street space projects aimed at enhancing urban quality and improving the experience of residents through thoughtful design and planning [1][6]. Group 1: Project Implementation - The city has launched several pilot projects focused on creating human-friendly environments, with the goal of improving street space quality and enhancing the overall urban experience for citizens [1][6]. - Specific adjustments, such as a 1-meter step height reduction for safer elderly access and a 5-meter wall retreat to create more pedestrian space, demonstrate the city's commitment to addressing diverse user needs [2][3]. Group 2: Design Philosophy - The transformation of street spaces reflects a shift from car-centric to people-centric design, emphasizing multi-functional and diverse urban environments [3][4]. - The integration of traditional Suzhou aesthetics with modern urban functionality aims to create spaces that resonate with both local residents and visitors, fostering a sense of cultural identity [4][5]. Group 3: Community Engagement - The city has actively involved residents in the planning process, gathering over 500 suggestions through surveys and community meetings to ensure that the projects meet local needs [7]. - Initiatives like the establishment of rest areas for sanitation workers and the creation of community spaces highlight the importance of inclusivity in urban design [7]. Group 4: Future Plans - By the end of 2025, Suzhou plans to continue enhancing its urban infrastructure, focusing on the detailed improvement of 30 roads to further elevate the quality of street spaces [5][6].