Traffic control technology: The truck platooning system has completed the development of its main functions but has not yet generated revenue in the low-altitude economy sector | Directly at the earnings conference.
① Traffic control technology provides flight management systems and related services based on drones, entering the low-altitude economy field. With its virtual grouping technology, it is entering hot market areas such as vehicle networking and integrated vehicle-road-cloud applications; ② The chairman of traffic control technology, Gao Chunhai, stated that as of the end of the third quarter of this year, revenue has not yet been generated in the low-altitude economy sector; in terms of integrated vehicle-road-cloud, the truck convoy system has completed the development of major functions and is currently undergoing testing on closed roads.
Beijing Tianyishangjia new material corp.: Launching multiple collaborations in the low-altitude economy and commercial rocket fields, downstream demand for photovoltaics has not significantly improved. | Directly hitting the earnings conference
1. The company cooperates with AVIC, Shide Technology, and other enterprises to produce various structural components such as aircraft frames, wings, and prepreg materials. Its holding subsidiary Tianrendao and Xinghe Power have signed a strategic cooperation agreement to cooperate in the research and development and manufacturing of rocket fairings, attitude control cabins, and other sections; 2. The company's R&D of carbon-carbon cartridges is used for the high-temperature process in the production of positive and negative electrodes for lithium batteries, which has been verified and entered the mass production and delivery stage by multiple leading customers in the industry.
Pressure on rail transit business, China Railway Signal & Communication Corporation's revenue and net profit both declined in the first three quarters, speeding up the layout of low-altitude economy.
①Yao Guiqing stated that although national policies are tightening, the construction of urban rail transit systems has temporarily slowed down in some regions due to factors such as local debt risks, but there are sufficient existing projects under construction and in planning nationwide to support industry development; ②Regarding the industrialization of low-altitude economy, Yao Guiqing mentioned that the company has already obtained the "Civil Unmanned Aerial Vehicle Operation Certificate", and it is expected that low-altitude economy-related operations will have a positive impact on the company's performance.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
China Railway Signal & Communication Corporation: has obtained the drone operation qualification certificate, domestic urban rail transit construction will still maintain a relatively high intensity|A close look at the earnings conference
① Yao Guiqing said that a number of subsidiaries have obtained the “Civil Unmanned Aircraft Operation Certificate”, etc., and it is expected that low-altitude economy-related businesses will have a positive impact on the company's performance; ② Some market agency analysts said that China Express's low-altitude economy business is still in the early stages of development.
The Musk Cybercab is about to be released! Many domestic giants are eagerly exploring the Robotaxi China model.
1. Tesla will launch a new Robotaxi (self-driving taxi) product named 'Cybercab'; 2. Companies such as Baidu's Luobo Kuai Pao, Didi, Xiaoma Zhi Xing, AutoX, Wenyuan, as well as GAC's Ruqi Chuxing, SAIC's Xiangdao Chuxing and other companies have all laid out in the Robotaxi business; and listed companies like Wanma Technology are also exploring the Chinese model of Robotaxi.