报告期内，深城交多元场景加速落地。公司成立低空交运、车路云城、交能建运、数研智算四大专班， 打造"平台+产品+业务场景"体系。低空经济领域，公司中标多个创新基建工程，发布"一网统飞"平台， 推进文旅+测试基础设施投建营，开展无人机血液运输。智能网联领域，牵头构建深圳全市域无人车自 动配送2.0体系，推动停车"一张网"运营，探索自主泊车与智慧停车运营，创新网约服务。 海内外布局方面，公司全面加强顶层影响力，当选中国智能交通协会副理事长单位，媒体关注度提升。 公司施行战区制销售，商机储备显著增长。深圳市外新签合同同比大增215%，占比达55%，并在重点 城市探索智慧停车运营等业务。海外业务加速布局，作为重点企业入驻中国香港科技园设立国际总部， 向中国香港、阿联酋输出低空经济及智能交通方案。 本报讯 （记者刘晓一）8月22日，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"）披露2025年半年报。上半年，深城交积极应对外部环境的挑战，坚定推进"产品化、平台化、国际 化"战略转型。新签合同额8.3亿元，同比基本持平，实现营业收入4.15亿元，重点发展的大数据软件与 智慧交通业务营收占比达56.27%， ...

Summary of the Conference Call for 深城交 Industry and Company Overview - The conference call focuses on 深城交, a company actively involved in the low-altitude economy and urban logistics, with a strong emphasis on technological innovation and digital transformation [2][4][32]. Key Points and Arguments Low-altitude Economy Projects - 深城交 is advancing low-altitude economy projects, including a low-altitude meteorological warning project valued at 30 million RMB [2][4]. - The company launched the "One Network Unified Flight" platform, integrating government data through drone algorithms for urban governance [2][4]. - The company is involved in low-altitude facility planning and regulatory platform construction in multiple cities, including Shenzhen, Chengdu, and Suzhou [4][10]. Core Product Development - Three core products are under development: 1. Integrated low-altitude tower, currently in the key component assembly stage [6]. 2. Indoor inspection drones, suitable for enclosed environments, have completed prototype testing [6]. 3. Station mobility robots, currently being tested at Bao'an Airport, intended for use in airports and high-speed rail stations [6][21]. International Market Expansion - The company has formed an overseas business team and is pursuing low-altitude planning consulting projects in Saudi Arabia and the UAE, valued at approximately 7-8 million RMB each [7]. - Tracking projects in Hong Kong worth around 60-70 million RMB related to low-altitude platform construction [7]. Digital Transformation Initiatives - 深城交 is actively pursuing digital transformation, applying for the establishment of a national technology innovation center focused on transportation and energy integration [8]. - The company is leading national key R&D plans, including an integrated emergency medical supply dispatch platform [8]. Infrastructure and Investment Plans - A joint venture with 福田区 aims to promote low-altitude aviation operations in the region [5][10]. - Plans to construct hub take-off and landing facilities in 大鹏新区 and pilot medical supply transport projects in 佛山, valued at 2-3 million RMB [10]. Smart City and Transportation Development - The company is involved in the development of smart city projects, including urban intelligent power grids and virtual power plants [14][15]. - The Shenzhen government is promoting smart roads and unmanned logistics, with plans to evaluate and upgrade existing road networks [18][19]. Future Growth and Market Potential - The company anticipates significant growth opportunities in the low-altitude economy, supported by national policies and urban infrastructure development [29][32]. - The expected order volume from smart city projects is substantial, with ongoing infrastructure projects in various districts [22]. Challenges and Strategic Adjustments - The company has undergone personnel optimization to adapt to product line transformations and aims to enter industrial production for its core products [17]. - The impact of smart road construction on business growth is expected to be significant, with numerous projects underway [20]. Other Important Insights - The company is collaborating with Huawei on a digital twin platform project, expected to be completed in 2025 [28]. - The low-altitude economy is anticipated to receive policy support, including a 15th Five-Year Plan and specific guidelines for urban low-altitude operations [29][30]. - The company has a strong foundation in low-altitude planning consulting, having provided services since 2018, which positions it well for future opportunities [30]. This summary encapsulates the key developments and strategic directions of 深城交 as discussed in the conference call, highlighting its focus on innovation, market expansion, and infrastructure development in the low-altitude economy and smart city initiatives.

Summary of Conference Call Records Company and Industry Overview - **Company**: 深城交 (Shenzhen Urban Transport) - **Industry**: Low-altitude economy and energy storage Key Points and Arguments 1. **Expansion in Low-altitude Economy and Energy Storage**: 深城交 is actively expanding its low-altitude economy and energy storage applications, with multiple demonstration projects in Shenzhen and plans to purchase 9 Bell 505 aircraft [2][4][5] 2. **Government Investment Increase**: The Shenzhen municipal government has significantly increased fixed asset investment by 50%, expected to reach 200-300 billion yuan, focusing on the construction of ultra-fast charging infrastructure [2][6][17] 3. **Future Development Focus**: The company will focus on smart connected supply chain management, transportation energy integration, digital governance, and computing, while exploring pilot projects in photovoltaic and charging infrastructure [2][7][8] 4. **Peak Fly Company Initiatives**: Peak Fly plans to establish multiple low-altitude routes from Shenzhen Dapeng and is developing an integrated communication and meteorological monitoring system expected to launch this year [2][9] 5. **Industrial Drone Applications**: Peak Fly's industrial drones are utilized for indoor positioning, facility safety inspections, urban patrols, and traffic accident handling, with plans to promote a unified drone management platform in the Greater Bay Area and Central China [2][10][11] 6. **Policy Support for Low-altitude Economy**: Shenzhen's latest policies support the low-altitude economy and energy storage, aiming to make Shenzhen a digital energy pioneer and promote comprehensive demonstration zones [3][19] 7. **Investment and Acquisition Strategy**: 深城交's strategy focuses on technology companies with core technologies for domestic substitution, currently negotiating in the chip sector to enhance core competitiveness [4][14][21] 8. **Integration of Energy and Transportation**: The company is involved in significant research projects on smart grids, focusing on the interaction between new energy vehicles and urban grids [5][13] 9. **Commercial Model Exploration**: The business model includes planning consultation and subsequent operational revenue, with a focus on integrating energy into transportation hubs and take-off/landing facilities [15][18] 10. **Market Expectations**: There is cautious optimism regarding orders and revenue in the low-altitude sector, contingent on favorable national policies and the rapid rollout of ultra-fast charging projects [20][22] Additional Important Content - **Project Development Timeline**: The Dapeng base for Peak Fly is expected to be operational by August or September this year, with ongoing overseas project consultations in the UAE and Saudi Arabia [2][9] - **Technological Collaboration**: 深城交 is collaborating with major companies like BYD, Huawei, and Meituan to develop systems applicable to both vehicles and aircraft, aiming to build a robust smart manufacturing ecosystem [21]