Group 1: Digital Transformation Projects - The total investment for digital transformation in Jiangsu Province is approximately 34.4 billion CNY, with 29.3 billion CNY allocated for road projects and 5.1 billion CNY for waterway projects [1][2] - The revenue recognition for digital transformation projects is expected to occur mainly over the next two years, with project gross margins maintaining current levels [1][2] Group 2: Market Share and Collaboration - The company aims to leverage its position as a leading enterprise in digital transportation in Jiangsu to participate actively in software and system platform construction [2] - For projects outside Jiangsu, the company engages through direct bidding, technical support, and partnerships with local transportation technology firms [2] Group 3: Funding and Project Development - Funding for the vehicle-road-cloud integration project primarily comes from government allocations, local state-owned enterprises, and special government bonds, ensuring stable financial support [2] - The company is focusing on urban intersections, network systems, roadside equipment, and edge computing systems for the vehicle-road-cloud projects [2] Group 4: Data Utilization and Market Expansion - The company has initiated data processing and analysis related to transportation operations, with a batch of data assets expected to be recorded by December [2] - The company is actively expanding its market in urban vehicle-road-cloud integration and has engaged with multiple cities to secure business orders [2] Group 5: Low-altitude Economy and International Expansion - The low-altitude economy initiative in Jiangsu has been established, with plans for platform construction expected to launch by the end of the year [3] - The company is enhancing its overseas business development and has initiated cooperation discussions with several countries [3] Group 6: Talent Development - The company plans to strengthen its talent pool based on business development needs, utilizing existing R&D personnel for digital transformation and forming dedicated teams for vehicle-road-cloud projects [3]
通行宝(301339) - 2024年10月30日-31日投资者调研活动