7月9日，备受瞩目的2025星图低空云发展大会在合肥白金汉爵大酒店成功举办。本次论坛以"以天强空 以算制空 智守空域 安筑低空"为主题，由中国交通运输协会、中国信息协会、中国航空运输协会指导， 中科星图股份有限公司主办，中科星图低空云科技有限公司、中科星图智源科技(安徽)有限公司、中科 星图智慧科技有限公司、杭州海康威视数字技术股份有限公司承办，中科星图维天信科技股份有限公 司、中科数测(无锡)科技有限公司、中科星图创奇科技有限公司、中科星光信息技术有限公司、中科星 图慧安科技有限公司、南京中科华兴应急科技研究院有限公司、峰飞航空科技(昆山)有限公司、上海天 泽投资控股集团股份有限公司、上海啸翔通用航空服务有限公司协办。云集空天信息领域的专家、学 者、企业家及业界精英等逾800人参会，聚焦筑牢低空安全防线，携手推动低空经济实现可持续发展！ 运筹帷幄 领航低空未来 民航空管领域的资深专家、原中国民用航空第二研究所党委书记 张瑞庆对大会的召开表示热烈祝贺， 他表示，低空经济正加速融入经济社会发展血脉，需要以安全筑基、以创新护航、以协同固本。各位领 导、专家和同仁以此次大会搭建的高端对话平台为契机，聚焦低空经济"安 ...

Core Viewpoint - The company is transitioning from a "digital earth technology pioneer" to a "space and air information ecosystem builder," with a strategic plan called "one body, two wings" aimed at achieving comprehensive coverage of air and space information [1][2]. Group 1: Strategic Development - The "one body" refers to consolidating core advantages in the geographic information industry, while the "two wings" represent the commercial aerospace and low-altitude economy sectors [2][3]. - The company aims to enhance its capabilities in geographic information, commercial aerospace, and low-altitude economy, leveraging artificial intelligence for intelligent decision-making [2][4]. Group 2: Growth Metrics - The company has grown from 400 employees at the time of its IPO in 2020 to over 3,000 employees, and it has expanded its holdings to approximately 70 companies, ranking fourth in the geographic information industry [2][3]. - Current metrics include an annual revenue of 3 billion yuan, a market capitalization of 30 billion yuan, and a workforce of around 3,000, with a goal to reach 10 billion yuan in revenue, 100 billion yuan in market cap, and 10,000 employees in the next five years [3]. Group 3: Commercial Aerospace Initiatives - The company has made significant progress in the commercial aerospace sector, focusing on satellite constellation construction, satellite and rocket manufacturing, and space information application services [3][4]. - A key strategy involves creating a large-scale computing satellite constellation and developing a "cloud solution" for integrated air and space services [4]. Group 4: Low-altitude Economy Development - The company launched the "Star Map Low-altitude Cloud 1.0" version as part of its efforts in the low-altitude economy, introducing a comprehensive low-altitude infrastructure solution [5]. - The low-altitude economy is expected to transition from experimental zones to operational networks by 2025, driven by market forces and ongoing air traffic management reforms [5].

● 本报记者 郑萃颖 7月8日，2025空天信息大会暨中科星图生态发展大会在合肥举办，低空经济的安全和发展成为行业专家 们讨论的焦点。完善准入机制、加快数字化管理、建立应急响应制度等，成为低空经济发展的关键。会 上，中科星图发布低空经济全域赋能平台，以数字化技术、大模型能力赋能低空经济安全健康发展。 行业专家认为，未来低空经济发展需要完善安全底座，推动基础设施建设，培养行业专业人才，拓展下 游应用场景，充分释放低空经济潜能。 技术筑牢安全根基 "低空产业是新质生产力的代表，要先解决安全问题，才能蓬勃发展。"星图低空云研究院院长孙俊在会 上说。 在会上，中科星图发布全国首个低空经济全域赋能平台，包括低空规划平台、低空智联网平台、低空飞 服平台、军地民协同平台以及一网统飞平台五个产品，提出了从低空规划、安全保障、协同监管到运行 服务、场景应用等全链条解决方案。 其中，低空规划平台包括了空域起降、运行仿真以及规划成果评估分析等功能。低空智联网络平台则结 合了低空基础设施相关数据，将低空探测数据和飞行管理服务结合，集合了低空气象服务平台、低空智 联反制系统、低空反无平台等数据，帮助管理用户飞行活动。军地民协同平台打通 ...

北京市建国门北大街 8 号华润大 邮编：100005 电话：(86-10) 8519-1300 传真：(86-10) 8519-1350 junhebj@junhe.com 厦 20 层 | | | | 关于中科星图股份有限公司 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 补充法律意见书（一） | | | | | | | | | | 二零二五年六月 | | | | | 北京总部 | 电话: (86-10) 8519-1300 | | 上海分所 | 电话: (86-21) 5298-5488 | 广州分所 | 电话: (86-20) 2805-9088 | 深圳 | | 分所 | 电话: (86-755) 2939-5288 | | | | | | | | 传真: (86-10) 8519-1350 | | | | 传真: (86-21) 5298-5492 | 传真: (86-20) 2805-9099 | | 传真: (86- | | 755) 2939-5289 | | | | | | | | | 杭州分所 | 电 ...

中科星图 20250511 摘要 • 中科星图产品架构与 Palantir 高度相似，包括全域态势感知、大数据分析、 一站式支撑和 AI 平台，分别对标 Palantir 的 Gotham、Foundry、Apollo 及 AIP，具备 AI 加数据分析领域的竞争优势。 • IDC 预测中国大数据 IT 支出规模 2025 年将达 300 亿美元，2028 年增至 500 亿美元，复合增长率约 20%，预示着国内大数据市场在金融、医疗等 领域具有广阔的发展前景。 • 中科星图拥有 20 年国防数据业务积累，特种业务收入从 2020 年至 2024 年翻倍至 10 亿元，复合年增长率达 20%，技术优势在于解决国防领域的 数据安全问题。 • 中科星图民用业务收入从 2020 年至 2024 年增长十倍至 22 亿元，复合年 增长率接近 80%，验证了其在民用领域的应用能力，未来有望将特种领域 的数据分析规模化应用于民用领域。 • 中科星图定位为 AI SaaS 加数据分析应用公司，拥有海量真实场景，未来 将走向 AI 应用方向，通过 SaaS 化减少对单个政府项目依赖，如星图云和 低空云。 Q&A 中科星图在 ...

Core Viewpoint - Zhongke Xingtou (688568.SH), a leading company in the aerospace information sector, plans to repurchase its shares using funds from its initial public offering and its own funds, with a total repurchase amount between 40 million and 60 million yuan [1] Group 1: Share Repurchase Plan - The company announced a share repurchase plan with a minimum amount of 40 million yuan and a maximum of 60 million yuan [1] - The repurchased shares will be used for cancellation and reduction of the company's registered capital [1] - The repurchase price will not exceed 84.39 yuan per share, which is 150% of the average trading price over the previous 30 trading days [1] Group 2: Financial Performance - In 2024, the company achieved a revenue of 3.257 billion yuan, a year-on-year increase of 29.49%, and a net profit of 352 million yuan, a year-on-year increase of 2.67% [1] - Over the past five years, the company's revenue has shown a compound annual growth rate of 46.74%, growing from 703 million yuan in 2020 to 3.257 billion yuan in 2024 [2] - In the first quarter of 2025, the company reported a revenue of 504 million yuan, a year-on-year increase of 20.48%, and a net profit of 20.78 million yuan, a year-on-year increase of 971% [2] Group 3: Research and Development - From 2022 to 2024, the company's R&D expenses were 223 million yuan, 373 million yuan, and 488 million yuan, with year-on-year growth rates of 57.07%, 67.05%, and 31.07% respectively, totaling 1.084 billion yuan [3] - The company maintains a R&D expenditure ratio of around 20% of total revenue since 2022 [2] - In 2024, the company applied for 876 new intellectual property rights, including 147 invention patent applications and 636 software copyrights [3]

中科星图披露，一季度公司营收及归母净利润的大幅增长，主要系报告期内公司进行了战略性资产调 整，实现资产价值变现。 中科星图公司有关人士表示，一季度公司正不断加大低空等领域产品研发和市场拓展，如提升对星图低 空云、星图云等系列产品研发投入强度，导致公司各项成本有所增加。财报显示，在研发投入方面，公 司一季度研发支出1.4亿元，同比增长31.84%。 4月29日，中科星图股份有限公司（以下简称"中科星图"）发布了2025年一季度报告，报告显示，一季 度公司实现营业收入5.04亿元，同比增长20.48%；归属于上市公司股东的净利润2077.66万元，同比增 长971%。 而DevMate.LAC低空云开发者平台V1.0作为星图低空云的APaaS（应用程序平台即服务）层，是星图云 开发者平台面向低空领域打造的低代码应用范式，其将低空能力封装成"开箱即用"的可视化组件及能力 卡片，通过"拖拽+配置"的"拼图"开发即可高效搭建敏捷响应的低空应用系统，降低开发门槛，加速应 用构建。 低空经济领域近期频获订单 "2025年我国低空经济将加速建设，各地政府也将低空经济作为拉动地方经济增长的引擎，规划项目的 同时，也在引领当地特 ...

电力设备 2025 年 05 月 04 日 投资评级：看好（维持） 行业走势图 -10% 0% 10% 19% 29% 电力设备 沪深300 业 周 报 2024-05 2024-09 2025-01 数据来源：聚源 相关研究报告 《低空经济行业周报：（4 月第 4 周） 美团获全国首张低空物流全境覆盖 OC，欣旺达与航天飞鹏合作—行业周 报》-2025.4.27 《欧洲新能源汽车系列 4：雷诺，电动 化攻势全面开启—行业深度报告》 -2025.4.22 《宁德时代科技日发布"纳新"电池 领跑行业，钠离子电池有望迎量产元 年—行业点评报告》-2025.4.21 ——行业周报 殷晟路（分析师） yinshenglu@kysec.cn 证书编号：S0790522080001 峰飞获 100 架 eVTOL 订单、亿航 eVTOL 首飞黄果树，低空商业化发展加速 政策方面，4 月 30 日，郑州航空港区管委会发布《郑州航空港经济综合实验区 支持低空经济产业高质量发展若干措施》，从十方面支持低空经济发展。4 月 28 日，广西南宁发布《南宁市支持低空经济高质量发展若干措施（试行）》，对相关 企业施行资金奖励。项目签约 ...

（原标题：中科星图：一季度收入、利润双增长，接连斩获四城低空项目） 4月29日晚，中科星图（688568.SH）一季报出炉。2025年一季度公司实现营业收入5.04亿元，同比增长 20.48%；实现归母净利润2077.66万元，同比大增971.00%。报告期内，公司坚持稳健经营，主营业务保 持良好的发展态势，营收、净利润实现双增长。 一直以来，中科星图高度重视技术创新，并根据市场需求的变化以及相关技术的演进，持续对各项核心 技术进行更新迭代，不断开拓新的场景应用。报告期内，公司不断提升对星图云等系列产品研发投入强 度，一季度研发投入合计1.40亿元，同比增长31.84%，研发费用率达到27.77%，较去年同期增加2.39个 百分点。随着核心技术的突破和应用场景的持续拓展，中科星图逐步收获订单落地，业绩加速释放中。 低空平台斩获国奖，技术革新领航低空万亿新征程 目前，中科星图的服务模式深度契合国家低空经济战略布局，已经形成标准化体系，通过"技术适配 +场景创新"双轮驱动，技术底座"积木式"复制，可快速适配不同城市需求，帮助地方政府快速落地政策 目标，打造特色区域低空发展新范式。 据中国民用航空局预计，2025年 ...

Group 1: Financial Performance - In Q1 2025, the company reported revenue of 504 million yuan, a year-on-year increase of 20.48% [1] - The net profit attributable to shareholders reached 20.77 million yuan, a significant year-on-year increase of 971% [1] - Excluding non-recurring gains and losses, the company reported a net loss of 23.96 million yuan, compared to a net loss of 12.76 million yuan in the same period last year [1] Group 2: Research and Development - The company's R&D investment grew significantly, reaching 140 million yuan, an increase of 31.84% year-on-year, focusing on products like Star Map Low Altitude Cloud and Star Map Cloud [1] - The company is actively developing its capabilities in commercial aerospace and low-altitude economy [1] Group 3: Low Altitude Economy Strategy - The company has established a "1+2+N+M" strategy for the low-altitude economy, which includes building a "Star Map Low Altitude Cloud," two low-altitude test sites, and developing multiple regional demonstrations [2] - The company launched "Star Map Low Altitude Cloud V1.0" in January, aiming to establish it as a new infrastructure for the low-altitude economy [2] Group 4: Market Opportunities and Collaborations - The company has formed partnerships with cities like Hefei and Qingdao to co-build low-altitude test sites [3] - In 2024, low-altitude economy was included in the government work report, with 30 provinces incorporating it into their local government reports or policies [3] - The company has secured low-altitude related projects in four cities: Qingdao, Huzhou, Fuzhou, and Nanning [4] Group 5: Industry Growth Potential - The low-altitude economy in China reached a scale of 505.95 billion yuan in 2023, with a year-on-year growth of 33.8% [4] - It is projected that the low-altitude economy will exceed 1 trillion yuan by 2026, becoming a new growth point for the Chinese economy [4] - The company is well-positioned to be a significant driver of the low-altitude economy due to its accumulated experience in the aerospace information field [4]