建材业转型升级添动能
CNBMCNBM(HK:03323) Jing Ji Ri Bao·2025-04-24 23:18

Core Viewpoint - The construction materials industry is undergoing a transformation driven by artificial intelligence (AI), focusing on technological innovation to achieve high-quality, green, and intelligent development [1][5]. Group 1: Industry Transformation - The construction materials industry is encouraged to lead with technological innovation, emphasizing high-end, intelligent, and green development [1]. - The industry is experiencing significant growth, with companies like Jomoo Group reporting over double-digit growth in output value last year and achieving 130% of their order target in the first quarter of this year [2]. - The China Building Materials Federation has launched multiple rounds of major technological projects, enhancing the industry's innovation capabilities [2][3]. Group 2: Technological Advancements - The focus on AI technology in the construction materials sector includes the development of specialized models and high-level databases to address key challenges in digital transformation [3]. - The second Building Materials Industrial Design Competition highlighted 19 modern factories that effectively utilize digital and intelligent technologies to optimize production processes [4]. - AI is seen as a "super assistant" that will transform material research from experience-based to data-driven and AI-driven methodologies [5]. Group 3: Industry Collaboration and Innovation - The integration of AI into the construction materials industry is expected to enhance collaboration and innovation across the entire supply chain [5]. - Companies are urged to adapt to market changes by developing intelligent, functional, and high-end building materials to increase added value [5]. - The rise of domestic large models is anticipated to create more opportunities and growth within the entire industry chain [6]. Group 4: Implementation and Results - Companies are seizing the strategic opportunity presented by AI to strengthen technological innovation and accelerate the transformation of research outcomes into industrial applications [7]. - China National Building Material Group has implemented a large-scale application of industry models in its cement business, collecting over 600 billion data points to enhance decision-making processes [7][8]. - The optimization models developed have shown significant cost reductions, such as an average decrease of 1.31% in cement costs and a 99.43% success rate in coal supply chain management [8].