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两部门提出科技创新驱动交通强国意见 关注科技创新体系应用标的 _ 东方财富网

【两部门提出科技创新驱动交通强国意见 关注科技创新体系应用标的】申港证券认为交通强国有以下三方面趋势:一是智慧高速项目明显增多,高速信息化行业景气有望明显提升;二是智慧高速的应用更加丰富,基础设施数字化比例增加,对应的信息化投入规模显著增加;三是新一轮智慧高速建设将边缘云、人工智能、北斗等技术深入融合,技术壁垒显著,行业集中度有望持续提升。建议关注智慧交通路侧建设龙头千方科技、金溢科技、高新兴和万集科技等公司。 ....

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交通运输部批准中国中车"交通强国"试点:进行中高速磁悬浮列车研制及工程化应用研究 _ 东方财富网

【交通运输部批准中国中车“交通强国”试点:进行中高速磁悬浮列车研制及工程化应用研究】交通运输部发布中国中车集团开展绿色智能交通装备研制及应用等交通强国建设试点工作的意见:原则同意在绿色智能交通装备研制及应用,中高速磁悬浮列车研制及工程化应用,智慧城轨地铁列车研制及工程化应用,新能源汽车、海工装备关键技术研究等方面开展试点。(证券时报网) ....

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