GLODON(002410) 新华财经· Xin Hua Cai Jing·2025-05-30 02:15Core Viewpoint - The construction industry is transitioning from rapid growth and extensive management to a new era of refined management, emphasizing the importance of quality and digitalization [2][3][7]. Group 1: Industry Trends - The construction industry has shifted from high-speed growth to a more stable phase, with a focus on refined management and quality as the primary factors [3][7]. - The Ministry of Housing and Urban-Rural Development has initiated the "Four Good" construction strategy, promoting better housing, communities, and urban areas [3]. Group 2: Digital Transformation - The current period is identified as the best time for implementing digitalization in the construction industry, driven by the demand for quality and refined management [3][4]. - Digitalization is seen as a foundation for artificial intelligence, with effective digitalization leading to the emergence of advanced intelligent systems [3][4]. Group 3: Cost Management and Integration - The trend of integrated design cost management is becoming prominent, with the design phase determining approximately 80% of a project's costs [4][5]. - The digital cost management business has evolved from a tool for efficiency to a comprehensive "digital assistant" that optimizes project costs [5]. Group 4: AI Integration - The company has committed to an "All In AI" strategy, integrating AI across all products and services to enhance capabilities and efficiency [6]. - AI-driven design software can quickly generate various design options based on project constraints and requirements, significantly improving the design process [6]. Group 5: Long-term Vision - The company maintains a long-term perspective on the construction industry's digitalization, believing that the current environment presents significant opportunities for growth [7].