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广联达副总裁吉雅图:一体化数智平台+AI场景化赋能,破解新能源工程“增量不增利”困局
Zhong Guo Jin Rong Xin Xi Wang· 2025-10-09 09:34
Core Insights - The forum focused on the integration of digital technology and new power systems to explore pathways for green energy development, contributing to carbon neutrality goals and high-quality energy development [1] - The shift from "scale expansion" to "value creation" is driven by an integrated digital platform and AI applications in the energy sector [1][3] Industry Challenges - The electricity sector faces dual pressures of "revenue uncertainty" and "cost control," exacerbated by market price fluctuations and operational complexities [3] - Key pain points include revenue volatility, grid connection limitations, accelerated technology iterations, and construction quality risks, leading to a situation where "incremental growth does not equate to increased profits" [3] Opportunities in the Energy Sector - The trend of "AI + Energy" signifies a transition towards data-driven, scenario-enabled, and intelligent decision-making processes in the renewable energy industry [3] - Digital construction must focus on profitability and project viability, aiming to reduce construction and operational costs per unit of electricity generated [3] AI and Digital Integration - The company is leveraging AI and digital technologies to enhance investment returns, optimize construction costs, and improve operational efficiency across various projects [5][6][7] - The integration of design, procurement, and construction processes aims to address industry inefficiencies and improve resource management [6][7] Practical Applications of AI - AI and simulation technologies are being used to reconstruct investment return models, significantly reducing design cycles and enhancing investment returns [5] - Cost savings have been achieved in construction through intelligent design optimizations, with specific projects reporting up to 10% savings on cable costs [5] Integrated Platform Development - The company is developing an integrated digital platform that supports high-quality construction and profitability in renewable energy projects [4][9] - The platform aims to create a closed data loop across design, construction, and operation, enabling AI to add value in new energy market scenarios [9] Future Directions - The company emphasizes the importance of focusing on business value rather than mere technological discussions, advocating for a clear path towards integrating high-quality data and AI to address core industry challenges [9]
打造智能建造新范式,系统性项目交付模式落地延庆
Xin Jing Bao· 2025-09-30 05:35
Core Viewpoint - The strategic cooperation between Beijing Yanqing District Government and Glodon Company Limited aims to advance the construction of an intelligent building industry innovation demonstration zone, marking a significant step towards digital and intelligent development in the region [1] Group 1: Strategic Cooperation - The partnership focuses on a systematic project delivery model (SPD) to promote innovation in the construction industry [1] - This collaboration is expected to provide a "Yanqing model" for the intelligent upgrade of the national construction industry [1] Group 2: Implementation Phases - The cooperation will be executed in three phases: 1. Project-level demonstration using Glodon's digital construction industrial base as a pilot to validate the feasibility of the SPD model [1] 2. Park-level promotion in areas like Yanqing Zhongguancun Science Park to achieve large-scale application of SPD and create an industrial agglomeration effect [1] 3. District-level replication to establish a comprehensive intelligent construction system and develop a systematic and innovative "Yanqing solution" [1] Group 3: Resource Coordination - Yanqing District will coordinate resources while Glodon will provide technical support [1] - An "Intelligent Construction Industry Innovation Alliance" will be formed with industry chain enterprises to enhance technological collaboration and business synergy [1]
广联达涨2.01%,成交额1.55亿元,主力资金净流入533.10万元
Xin Lang Zheng Quan· 2025-09-30 02:28
Core Viewpoint - Guanglianda's stock price has shown a year-to-date increase of 22.38%, with recent fluctuations indicating a mixed performance in the short term [2]. Group 1: Stock Performance - On September 30, Guanglianda's stock rose by 2.01%, reaching a price of 14.21 CNY per share, with a trading volume of 1.55 billion CNY and a turnover rate of 0.69%, resulting in a total market capitalization of 234.74 billion CNY [1]. - Year-to-date, Guanglianda's stock has increased by 22.38%, with a 5-day increase of 5.81%, a 20-day decrease of 2.27%, and a 60-day increase of 7.33% [2]. Group 2: Financial Performance - For the first half of 2025, Guanglianda reported a revenue of 2.8 billion CNY, reflecting a year-on-year decrease of 5.37%, while the net profit attributable to shareholders was 237 million CNY, showing a year-on-year increase of 23.65% [3]. Group 3: Shareholder Information - As of August 31, Guanglianda had 101,300 shareholders, an increase of 4.15% from the previous period, with an average of 15,679 circulating shares per shareholder, a decrease of 3.98% [3]. - Since its A-share listing, Guanglianda has distributed a total of 3.69 billion CNY in dividends, with 836 million CNY distributed over the past three years [4]. Group 4: Major Shareholders - As of June 30, 2025, Hong Kong Central Clearing Limited was the second-largest circulating shareholder, holding 192 million shares, a decrease of 38.02 million shares from the previous period [4]. - Southern CSI 500 ETF ranked as the eighth-largest circulating shareholder, increasing its holdings by 7.43 million shares to 24.52 million shares [4].
延庆政企携手打造智能建造新范式
Bei Jing Ri Bao Ke Hu Duan· 2025-09-29 13:33
Core Insights - Guanglian Technology Co., Ltd. has over 20 years of experience in the construction technology sector and is implementing a systematic project delivery model (SPD) to enhance project management through digital technology [1][2] - The SPD model aims to create a "digital twin" of construction projects, allowing for simulation and optimization from design to maintenance, thereby improving quality and reducing waste [1] - A strategic cooperation agreement was signed between the Yanqing District government and Guanglian Technology to develop an intelligent construction industry innovation demonstration zone, leveraging the SPD model [2] Group 1 - The SPD model will be tested through a project-level demonstration at Guanglian's digital construction industrial base, with plans to scale up in related technology parks in Yanqing [1][2] - The initiative aims to create a collaborative ecosystem by forming an "Intelligent Construction Industry Innovation Alliance" to integrate resources and accelerate the development of a new industrial ecology [2] - The project is expected to commence construction by the end of this year at the Guanglian digital construction industrial base, located near the Yanqing station of the Beijing-Zhangjiakou high-speed railway [1]
智通A股限售解禁一览|9月29日





智通财经网· 2025-09-29 01:04
Core Points - On September 29, a total of 25 listed companies had their restricted shares unlocked, with a total market value of approximately 24.818 billion yuan [1] Summary by Category Restricted Share Unlocking - The companies involved in the unlocking of restricted shares include: - Luzhou Laojiao (000568) with 102,700 shares from equity incentive restrictions - East China Pharmaceutical (000963) with 215,000 shares from equity incentive restrictions - Taiyuan Heavy Industry (600169) with 11.6502 million shares from equity incentive restrictions - Jinfat Technology (600143) with 7.406 million shares from equity incentive restrictions - Guotai Junan (601211) with 3.2495 million shares from equity incentive restrictions - Guanglian Da (002410) with 3.2334 million shares from equity incentive restrictions - Ningbo Port (601018) with 3.647 billion shares from A-share issuance to legal person allocation - Zhongjin Environment (300145) with 852,070 shares from equity incentive restrictions - Keli Ke (002782) with 768,000 shares from equity incentive restrictions - Yingjie Electric (300820) with 62,500 shares from equity incentive restrictions - Laobaixing (603883) with 868,400 shares from equity incentive restrictions - Zhaoxun Media (301102) with 218 million shares from extended lock-up period - Zhongjing Technology (003026) with 20,000 shares from equity incentive restrictions - Woge Optoelectronics (603773) with 14.8003 million shares from A-share issuance to original shareholders allocation - Hanrui Cobalt (300618) with 104,670 shares from equity incentive restrictions - Fujilai (301258) with 55.362 million shares from extended lock-up period - Wankai New Materials (301216) with 225 million shares from extended lock-up period - Weiteou (301319) with 29.8 million shares from pre-issue share restrictions - Guanshi Technology (605588) with 19,870 shares from equity incentive restrictions - Sanwang Communication (688618) with 13,500 shares - Xidi Micro (688173) with 771,800 shares - Rendu Biology (688193) with 8.4316 million shares - Jinchang Protein (688137) with 7.145 million shares - Jiao Cheng Ultrasound (688392) with 43.8612 million shares - Aike Saibo (688719) with 824,800 shares [1]
广联达:公司会积极提升经营业绩
Zheng Quan Ri Bao Wang· 2025-09-26 09:43
证券日报网讯广联达(002410)9月26日在互动平台回答投资者提问时表示,公司会积极提升经营业 绩,为投资者创造更多价值。 ...
广联达科技股份有限公司关于控股股东部分股份质押及解除质押的公告
Shang Hai Zheng Quan Bao· 2025-09-25 21:13
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002410 证券简称:广联达 公告编号:2025-054 广联达科技股份有限公司 关于控股股东部分股份质押及解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 广联达科技股份有限公司(以下简称"公司")接到控股股东刁志中先生通知,获悉其于近期将持有本公 司的部分股份进行质押及解除质押,具体如下: 一、股东股份本次质押的基本情况 二、股东股份解除质押的基本情况 ■ 三、股东股份累计质押的基本情况 截至公告披露日,刁志中先生所持股份质押情况如下: ■ 特此公告 广联达科技股份有限公司 董 事 会 二〇二五年九月二十五日 ■ ...
广联达:控股股东刁志中累计质押6005万股
Mei Ri Jing Ji Xin Wen· 2025-09-25 09:25
每经头条(nbdtoutiao)——"9·24"一周年,A股总市值破116万亿元!四大变革重塑中国资本市场新生 态 (记者 王晓波) 每经AI快讯,广联达9月25日晚间发布公告称,公司接到控股股东刁志中先生通知,获悉其于近期将持 有本公司的部分股份进行质押及解除质押,本次质押1700万股,本次解除质押约2317万股。截至本公告 日,刁志中累计质押股数为6005万股,占其所持股份比例为22.57%。 ...
广联达(002410) - 关于控股股东部分股份质押及解除质押的公告
2025-09-25 09:15
三、股东股份累计质押的基本情况 证券代码:002410 证券简称:广联达 公告编号:2025-054 广联达科技股份有限公司 关于控股股东部分股份质押及解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导 性陈述或重大遗漏。 广联达科技股份有限公司(以下简称"公司")接到控股股东刁志中先生通知,获悉其于 近期将持有本公司的部分股份进行质押及解除质押,具体如下: 二、股东股份解除质押的基本情况 | 股东 | 是否为控股股东 或第一大股东及 | | 本次解除质押 股份数量(股) | 占其所持 股份比例 | 占公司总 股本比例 | 质押 起始日 | | 解除日期 | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 其一致行动人 | | | | | | | | | | | 刁志中 | | 是 | 26,169,000 | 9.83% | 1.58% | 年 2024 | 月 9 | 年 2025 | 9 | 财通证券 资产管理 | | | | | | | | 2 ...
广联达涨2.01%,成交额2.37亿元,主力资金净流入809.11万元
Xin Lang Zheng Quan· 2025-09-24 05:52
Group 1 - The core viewpoint of the news is that Guanglianda's stock performance has shown fluctuations, with a year-to-date increase of 17.99% but a recent decline over the past 5 and 20 trading days [1] - As of September 24, Guanglianda's stock price was 13.70 yuan per share, with a market capitalization of 22.632 billion yuan [1] - The company has seen a net inflow of main funds amounting to 8.0911 million yuan, with significant buying and selling activity from large orders [1] Group 2 - Guanglianda Technology Co., Ltd. specializes in software for the construction industry, focusing on engineering cost and project management software [2] - The company's revenue composition includes 82.10% from digital cost business, 11.21% from digital construction, 4.17% from overseas business, and 1.41% from other business [2] - As of August 31, the number of shareholders increased by 4.15% to 101,300, while the average circulating shares per person decreased by 3.98% [2] Group 3 - Guanglianda has distributed a total of 3.690 billion yuan in dividends since its A-share listing, with 836 million yuan distributed in the last three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited was the second-largest circulating shareholder, holding 192 million shares, a decrease of 38.022 million shares from the previous period [3] - Southern CSI 500 ETF and Bosera Growth Pioneer Mixed A were among the top ten circulating shareholders, with changes in their holdings noted [3]