Core Insights - The company reported a strong performance in its core business, achieving a revenue of 36.22 billion yuan in 2024, representing a year-on-year growth of 9.2% [1] - The core circular business segment grew significantly, with revenue reaching 30.79 billion yuan, a year-on-year increase of 15.5%, accounting for 85% of total revenue [1] - The management anticipates a shift in the residential market as property contracts transition to service contracts, leading to increased demand for property management services [1] Business Strategy - The company plans to focus on capability building from 2025 to 2027, leveraging AI to address historical issues faced by developers [2] - The management emphasizes the importance of transforming service offerings to include higher value-added technology and knowledge-based products [2] - The company aims to become a leader in AI applications, with a strategic framework centered on "scene-first, data foundation, technology empowerment" [3] Technological Advancements - The company is enhancing its "Lingstone Edge Server" to support three types of roles: human, robot, and intelligent agents [3] - AI has been integrated into various operational scenarios, including smart maintenance, service quality improvement, and energy optimization, achieving significant efficiency gains [4] - The AI-driven initiatives have resulted in a 2.3 times increase in employee efficiency by reallocating 1,200 staff to higher-value roles [5] Community Business Model - The company is focusing on community commercial operations, emphasizing asset appreciation and net operating income (NOI) enhancement [5] - The "Die City + Community Business" model has been validated through successful projects, demonstrating increased customer engagement and sales performance [5] - The company aims to create a replicable community business model driven by data insights, linking space operations with community engagement [6]
万物云：全面拥抱AI 重塑物管价值链丨财面儿·年报洞见