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新疆70周年庆祝大会召开,关注区域投资弹性:——申万宏源建筑周报(20250922-20250926)-20250928
2025 年 09 月 28 日 相关研究 证券分析师 袁豪 A0230520120001 yuanhao@swsresearch.com 唐猛 A0230523080003 tangmeng@swsresearch.com 研究支持 唐猛 A0230523080003 tangmeng@swsresearch.com 联系人 唐猛 (8621)23297818× tangmeng@swsresearch.com 新疆 70 周年庆祝大会召开,关注区域投资到性 申万宏源建筑周报(20250922-20250926) 本期投资提示: 1. 建筑装饰行业市场表现 1.1 建筑行业周涨幅-1.51%,子行业专业工程表现最好 上周建筑行业涨幅-1.51%,跑输上证综指(+0.21%)、沪深 300(+1.07%)、深 证成指(+1.06%)、中小板(+1.75%)、创业板(+1.96%)。 周涨幅最大的三个子行业分别为专业工程(+1.06%)、基建民企(+0.91%)、设计 咨询(+0.41%),对应行业内三个公司:海波重科(17.25%)、诚邦股份(11.28%)、 华建集团(23.17%);年涨幅最大的三个子行业 ...
申万宏源建筑周报:新疆70周年庆祝大会召开,关注区域投资弹性-20250928
建筑装饰 2025 年 09 月 28 日 行 业 研 究 / 行 业 点 评 相关研究 证 券 研 究 报 告 证券分析师 袁豪 A0230520120001 yuanhao@swsresearch.com 唐猛 A0230523080003 tangmeng@swsresearch.com 研究支持 唐猛 A0230523080003 tangmeng@swsresearch.com 联系人 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 中庚基金 使用。1 行 业 及 产 业 - ⚫ 一周板块回顾:板块表现方面,SW 建筑装饰指数-1.51%,沪深 300 指数+1.07%,相对收益为-2.58pct。周涨幅最大的三个子行业分别为 专业工程( +1.06% )、基建民企( +0.91% ) 、 设 计 咨 询 (+0.41%),对应行业内三个公司:海波重科(17.25%)、诚邦股份 (11.28%)、华建集团(23.17%);年涨幅最大的三个子行业分别是 基建民企( +57.85% ) 、 生 态 园 林 ( +32.82% ) 、 专 业 工 程 (+31.39%),对应行业内 ...
深入推进数字住建创新发展
Zhong Guo Jing Ji Wang· 2025-09-28 06:31
会议认为,住房和城乡建设系统应持续深入推进《"数字住建"建设整体布局规划》实施,更好满足人民 群众对高质量居住、新科技赋能、好服务保障的需求,更好满足城市管理、运行、监督需要。同时,聚 焦数字住建工作主线,深化需求调研、强化应用研究、发掘典型场景、推广优秀案例、完善指导评估, 全力推动数字住建工作实现跨越式发展,为助力住房城乡建设高质量发展注入新活力、增添新动能。 会议集中学习了中央城市工作会议精神,交流了公共数据资源开发利用实践经验。围绕当前数字住建建 设进展情况、现存问题,聚焦破解数字住建建设难点痛点堵点,从城市治理网格化数智化创新、全域数 字化转型、数据资源体系建立等方面,结合理论创新与实践案例进行务实讨论。 9月26日,住房城乡建设部信息中心主办的数字住建应用与发展大会召开。大会以"贯彻落实中央城市工 作会议精神,深入推进数字住建创新与发展"为主题,围绕贯彻落实中央城市工作会议精神、加快推进 数字住建建设、做好"十五五"数字住建建设规划编制工作等内容进行了深入交流研讨。 ...
数字住建应用与发展大会召开
Zhong Guo Xin Wen Wang· 2025-09-26 16:19
与会代表表示,下一步将以持续深入推进《"数字住建"建设整体布局规划》实施,更好地满足民众对高 质量居住、新科技赋能、好服务保障的需求,更好地满足城市管理、运行、监督需要。同时,聚焦数字 住建工作主线,深化需求调研、强化应用研究、发掘典型场景、推广优秀案例、完善指导评估。(完) 中新网中卫9月26日电 9月26日,住房城乡建设部信息中心主办的数字住建应用与发展大会在宁夏回族 自治区中卫市召开。大会以"贯彻落实中央城市工作会议精神,深入推进数字住建创新与发展"为主题, 围绕加快推进数字住建建设、做好"十五五"数字住建建设规划编制工作等内容进行了深入交流研讨。 会议交流了公共数据资源开发利用实践经验,实地观摩了中卫市云展馆和当地一家国家级一体化算力数 据中心。围绕当前数字住建建设进展情况、现存问题,聚焦破解数字住建建设难点痛点堵点,从城市治 理网格化数智化创新、全域数字化转型、数据资源体系建立等方面,结合理论创新与实践案例进行讨 论。 (文章来源:中国新闻网) ...
山东实施六大工程打造“数字住建”
Qi Lu Wan Bao· 2025-08-21 23:20
Core Insights - Shandong province is implementing a comprehensive "Digital Construction" initiative to enhance urban governance and development through digitalization [1][2][3] Group 1: Digital Construction Framework - The initiative includes six major projects: Digital City, Digital Housing, Digital Construction, Digital Villages, Digital Governance, and Digital Foundation [2][3] - A unified, high-level "Digital Construction" system will be established to improve urban management, ensure housing security, drive industrial transformation, and optimize government services [2][3] Group 2: Digital City and Housing - The Digital City project aims to create a digital foundation for cities, enhancing smart city management and ensuring urban safety [2] - The Digital Housing project focuses on the entire lifecycle of building safety regulation, promoting smart community services, and improving emergency response capabilities [3] Group 3: Digital Construction and Villages - The Digital Construction initiative will develop an internet platform for the construction industry, enhancing digital design and promoting smart construction sites [3] - The Digital Villages project will advance "Digital Farmhouse" construction, utilizing lightweight BIM or 3D models for design dissemination and support for rural revitalization [4] Group 4: Digital Governance and Foundation - The Digital Governance project will enhance lifecycle management of construction projects and improve government service efficiency through digital means [4] - The Digital Foundation project will focus on strengthening data governance and analysis, ensuring cybersecurity within the digital construction framework [4]
山东举住建行业之力打造“数字住建”,它和你有多近?
Qi Lu Wan Bao· 2025-08-21 04:32
Group 1 - The core focus of the "Digital Construction" initiative in Shandong is to enhance urban management and construction efficiency through technology integration [1][10] - The "Digital Construction" work conference held in Qingdao marks the first provincial meeting dedicated to this initiative, indicating its growing importance in the region [1][10] Group 2 - Qingdao has established an integrated "Digital Construction" platform that utilizes sensors, video, and drones to improve management efficiency, reducing case dispatch time from 1 minute to under 1 second with a 92.5% accuracy rate [3][5] - The city reported a 13.4% increase in problem resolution rates and a 7.8% increase in satisfaction rates in urban management compared to the previous year [3] Group 3 - Jinan's "Smart Construction Map" supports 1,064 urban renewal projects by analyzing data on old buildings, utilizing 3D and street view data for precise assessments [5] - Weihai's smart garden platform consolidates information on 341 parks and 747 kilometers of greenways, enhancing public access to urban green spaces [5] Group 4 - The construction of a zero-carbon digital building in Qingdao demonstrates cost-saving innovations, such as a smart multi-story parking garage and the use of photovoltaic glass for energy savings [5][8] - The implementation of an intelligent automatic parking system has reduced vehicle retrieval times from an average of 3 minutes to 45-55 seconds, significantly improving parking efficiency [8] Group 5 - The "Digital Construction" initiative emphasizes a people-centered approach, focusing on practical solutions for issues like administrative approvals and property services [10] - The initiative aims to foster a digital ecosystem in the construction sector, encouraging collaboration among information technology and smart construction companies [10]
首次召开全省“数字住建”工作会议,山东明确实施六大工程
Qi Lu Wan Bao· 2025-08-21 04:32
Core Viewpoint - The Shandong province is advancing its "Digital Construction" initiative to enhance the quality of urban and rural housing development through a unified, high-level digital system [1][7]. Group 1: Digital Construction Initiatives - Shandong will implement six major projects to establish a comprehensive "Digital Construction" system, focusing on data integration and collaborative platforms [1][7]. - The province has developed a provincial housing safety management information system for dynamic risk assessment and tracking of self-built houses, creating a "digital ledger" for construction [4]. - A smart construction platform has been established to ensure quality and safety through digital monitoring of all construction elements [4]. Group 2: Smart City Development - The initiative aims to create smarter cities by integrating new digital technologies into urban governance, enhancing efficiency and addressing public concerns [3][7]. - The "Digital City" project will build a digital foundation to improve urban management and safety, facilitating urban renewal through digital means [8]. Group 3: Digital Housing and Community Services - The "Digital Housing" project will oversee the entire lifecycle of housing safety through digital monitoring, aiming to stabilize the real estate market [8]. - Community services will be enhanced with smart technologies, focusing on safety and convenience for residents, particularly the elderly and children [8]. Group 4: Digital Agriculture and Rural Development - The "Digital Village" initiative will promote digital designs for rural housing and connect farmers with designers through online platforms, supporting rural revitalization [9]. - The project aims to establish "Digital Towns" to empower rural development and enhance local living standards [9]. Group 5: Digital Governance and Infrastructure - The "Digital Governance" project will reform the management of construction projects through digital means, improving service efficiency [10]. - The "Digital Foundation" initiative will strengthen data governance and enhance cybersecurity measures within the construction sector [11].