深城交20250611

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]