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Huaxin Securities: The prelude of large-scale construction of vehicle-road-cloud integration has been opened, and the industry is about to usher in a period of rapid development.
With the announcement of the list of 20 pilot cities, projects in various places will gradually begin bidding and construction, marking the beginning of large-scale construction of vehicle-to-road integration and the industry is about to usher in a period of rapid development.
Ping An Securities: policy and technology spiral forward, the high-level closed-loop commercial prototype of autonomous driving has emerged.
"Carrots Run Fast" is experiencing a surge in orders in Wuhan, indicating that the commercialization process of high-level autonomous driving will accelerate.
Tongxingbao (301339.SZ) actively connects with the leading implementation units of car-road-cloud integration application pilot cities such as Nanjing, Suzhou, and Wuxi.
On July 31st, Gelunhui reported that Tongxingbao (301339.SZ) stated in an investor relation activity that the company is actively involved in smart city transportation management business, including smart city parking, smart control of urban tunnel systems, and other smart city projects. They have formed a series of digital traffic cloud computing service products, including scheduling cloud and other cloud control platform products, AI video analysis cloud control platform, high-speed brain cloud control platform, digital twin platform, etc. which have been implemented in Yangzhou and other regions. In the future, they will closely monitor the trend of the vehicle-road cloud integration industry and actively collaborate with leading implementation cities in the vehicle-road cloud integration application pilot, such as Nanjing, Suzhou, Wuxi, etc.
Tongxingbao (301339.SZ): It is expected that the digital upgrade of provincial road networks in the future may have a potential market size of 100-200 billion.
On July 31st, Gelonhui reported that Tongxingbao (301339.SZ) stated in an investor relations activity that the "Notice on Supporting and Guiding the Digital Transformation and Upgrading of Highway and Waterway Transport Infrastructure" (Caijian [2024] No. 96) requires focusing on the two major industries of highways and waterways, around the four directions of smart expansion, safety and efficiency enhancement, innovation of industry integration mechanism, and supporting a batch of highway and waterway transport infrastructure digital transformation demonstration channels through competitive evaluation and funds. "Notice" clearly states the funding arrangement method, which includes central financial funds.
Tongxingbao (301339.SZ) granted 7.5238 million restricted stocks at a grant price of 8.82 yuan per share.
Announcement from Tongxingbao (301339.SZ): Restricted stocks stipulated by the company's 2024 restricted stock incentive plan...
Tong Xing Bao (301339.SZ) performance report: net income attributable to the parent company of 1.06 billion yuan in the first half of the year, a year-on-year increase of 8.01%.
On July 15th, Gelunhui reported that Tongxingbao (301339.SZ) released its interim performance report for the first half of 2024. In the first half of 2024, the company achieved revenue of 0.328 billion yuan, an increase of 18.18% year-on-year; net income attributed to shareholders of the listed company was 0.106 billion yuan, an increase of 8.01% year-on-year. Net income attributable to shareholders of the listed company, excluding non-recurring gains and losses, was 96.815 million yuan, an increase of 8.01% year-on-year. Basic earnings per share were 0.2611 yuan.
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