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众合科技(000925) - 2025年7月2日众合科技投资者关系活动记录表
2025-07-04 07:16
浙江众合科技股份有限公司 | | 一、众合科技工作人员组织投资人参观公司青山湖园 | | --- | --- | | | 区展厅; | | | 二、众合科技副总裁兼董事会秘书何俊丽女士以"聚 | | | 焦安全管控,从轨交向空间信息延伸"为主题对公司概况、 | | | 战略规划进行了介绍。核心要点如下: | | | 公司聚焦空间信息战略,打造"空天地立体交通"主 | | | 场景,以自主工业软件为核心底座,提供关键装备、材料、 | | | 交通智慧数据运营服务和整体系统解决方案,构筑地下 | | | (轨道交通智慧中枢)、地面(车路云协同网络)低空(空域 | | | 管理网络和安全控制系统)、低轨卫星(高端装备数字化综 | | | 合性解决方案和运营服务)四位一体的立体交通网络,实 | | | 现"空天地"多维度交通网络的空间协同与智能互联。 | | | 公司在轨道交通领域深耕 10 余年形成显著先发优 | | | 势,业务已经覆盖杭州、郑州、西安、深圳等全国 28 座 | | | 城市。信号系统已经站稳行业第一梯队,累计实施国内地 | | | 铁&市域铁路 (CBTC+FAO) 项目 65 个,累计 195 ...
政策与产业共振低空经济产业链投资机遇凸显
Group 1 - The low-altitude economy is expected to become a trillion-level new sector in the next 3-5 years, reshaping urban transportation, logistics, and tourism industries, with significant investment opportunities in the related industrial chain [1] - The Shenzhen government has introduced the first local special regulations on low-altitude economy, aiming to enhance infrastructure and service systems, with nearly 300 drone routes and over 1.7 million cargo flights completed [1][2] - The national policy support for low-altitude economy has been increasing, with projections indicating a market size of 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 [2] Group 2 - Companies are actively engaging in the low-altitude economy, with Deep City Transportation focusing on developing a new generation of urban transportation systems and expanding into various technological fields [2][3] - Changyi Technology has established a subsidiary for drone assembly and parts production, while companies like Aosheng Technology are innovating in solid-state battery materials, which have applications in low-altitude economy [3] - Analysts predict that 2025 will mark the year of large-scale operations in the low-altitude economy, with significant advancements in infrastructure and commercial applications [4]
机构:2025年有望成为低空经济商业化应用落地元年
Group 1 - Shenzhen has introduced the first local special regulations on low-altitude economy in China, aiming to enhance infrastructure and resource allocation for low-altitude flights [1] - The city has a leading position in the production of consumer and industrial drones, with nearly 300 drone routes opened and over 1.7 million cargo flights completed [1] - China Galaxy Securities predicts that 2025 will mark the year of commercial application for the low-altitude economy, with accelerated construction of air traffic management systems and takeoff/landing sites [1] Group 2 - Since 2024, the national government has been actively promoting the development of low-altitude economy, with policies at both the top and local levels driving improvements in planning [2] - The year 2025 is expected to transition low-altitude economy from planning to industrial implementation, contingent on a well-developed digital infrastructure [2] - There is a strong emphasis on achieving nationwide low-altitude communication and navigation system coverage by 2025, indicating urgent needs for large-scale construction [2]