深城交 20251107 摘要 深城交正转型为低空智能网联服务平台，聚焦硬件产品（信号机、边缘 计算网关、多功能路灯杆）迭代，并构建覆盖全域的低空塔台，利用深 圳硬件生态孵化新基建产品。 公司在深圳龙华设立 2000 平米测试场地，研发载人载物无人车，结合 城市底座和交通系统，差异化竞争。作为深圳协会长单位，与美团、京 东合作推动无人物流车跨区域运行。 深城交开发城市设施巡检设备（巡检无人车、机器狗、无人机），服务 城市治理，通过一网统推平台打通政府部门，实现片区巡检和基础设施 AI 检测，提高安全性。 深城交积极拓展国际市场，已在阿联酋获得软件订单，参与沙特智慧朝 拜人口管控系统和香港自动驾驶项目，竞标新加坡自动驾驶项目，推广 中国智慧城市经验。 公司调整内部组织架构，引进 ID 硬件及 AI 人才，传统岗位人员需转型 适应低空智能网联解决方案等新业务，规划咨询设计业务面向新领域， 力争 2025 年保持平稳发展。 Q&A 深城交在转型做产品方面的策略是什么？是否有自己的研发团队，竞争优势在 哪里？ 深城交目前的策略是最终实现总集成，即负责总装环节。核心算法等关键技术 由我们自主研发，而零部件则通过代加工方 ...

Core Insights - The traditional traffic management methods are facing significant challenges due to the rapid growth of urbanization and vehicle ownership, leading to the widespread adoption of intelligent and automated intersection signal control devices [1][9] - The market size of China's intersection automatic signal device industry is projected to grow from 11 billion yuan in 2019 to 14.9 billion yuan in 2024, with a compound annual growth rate (CAGR) of 6.26% [1][9] - Future developments in the industry will focus on smarter and more networked solutions, driven by technological innovations and the deepening of new urbanization [1][9] Industry Overview - Intersection automatic signal devices are designed to control traffic lights based on real-time traffic flow and road conditions, enhancing traffic efficiency and safety [3] - The devices can be categorized into timed signal machines, semi-sensing signal machines, and fully sensing signal machines [3] Industry Development History - The industry has evolved from manual traffic control by police to mechanical signal lights, and then to electronic signal lights, which are now being replaced by intelligent systems that optimize signal management [3][4] Industry Chain - The upstream of the industry includes raw materials and core components such as sensors and controllers, while the downstream applications are primarily in traffic management and smart city systems [5][6] Sensor Market Growth - The sensor market, crucial for real-time traffic monitoring, is expected to grow from 169.08 billion yuan in 2017 to 406.12 billion yuan in 2024, with a CAGR of 13.34% [7][8] Smart Traffic System - The smart traffic system, a key application area for intersection automatic signal devices, is projected to grow from 151.3 billion yuan in 2019 to 262.82 billion yuan in 2024, with a CAGR of 11.68% [8][9] Competitive Landscape - The industry exhibits a layered competitive structure, with leading companies dominating the high-end market while many small and medium enterprises focus on regional services and price competition [10] - Key players include Hikvision, Sainojie Technology, and several others, each leveraging technology and innovation to gain market share [10][11] Future Trends - The industry is moving towards intelligent upgrades, networked collaboration, and integrated design, enhancing the capabilities of intersection automatic signal devices [12][13][14]