智能建造
Search documents
【宏润建设(002062.SZ)】基建底盘稳固,新兴业务打开第二成长曲线 ——首次覆盖报告(孙伟风/吴钰洁)
光大证券研究· 2026-01-07 23:04
Core Viewpoint - The company is transitioning from traditional construction to a diversified growth model, focusing on new energy and intelligent construction technologies, which are expected to drive future profitability and mitigate risks associated with its core infrastructure business [4][5][6]. Group 1: Company Overview - The company is one of the earliest private enterprises engaged in shield tunneling construction, with over 300 kilometers of tunneling completed across more than 20 cities, showcasing its technical expertise and project management capabilities [4]. - The company is strategically aligned with the "Yangtze River Delta Integration" initiative, establishing a stable business foundation in urban rail transit, municipal projects, and underground space [4]. Group 2: New Energy Business - The new energy segment is entering a high-growth phase, projected to achieve a revenue increase of 298% year-on-year in 2024 and 94% in the first half of 2025, contributing significantly to the company's profitability [5]. - The company is transitioning from a "construction contracting" model to an "engineering + energy" model, with the rapid expansion of new energy projects helping to offset cyclical fluctuations in its core business [5]. Group 3: AI and Robotics Initiatives - The company is strategically investing in intelligent construction, particularly in humanoid robotics, which is supported by favorable policies in emerging sectors [6]. - Collaborations with technology firms aim to create a complementary system that integrates engineering needs with advanced technology development, enhancing the company's competitive edge in the construction industry [6]. Group 4: Infrastructure Business Challenges - The infrastructure sector is currently under pressure due to a downturn in the real estate chain and tightening local finances, leading to a decline in new contracts and extended payment cycles [8]. - Despite these challenges, there are signs of improvement in operational cash flow and collection ratios for 2024-2025, driven by ongoing debt resolution policies [8].
政策护航,智能建造企业“出海”无忧
Xin Lang Cai Jing· 2025-12-21 09:22
长沙晚报掌上长沙12月21日讯(全媒体记者 刘嘉)近日,长沙市智能建造产业链推进办公室印发了 《关于推动信用保险赋能智能建造产业出口的实施办法》(以下简称《办法》),这份"出海护航"《办 法》有助于长沙智能建造企业更稳、更省心地闯世界。 随着"一带一路"建设的推进,长沙的智能建造企业从建筑设计、施工、建材到软件服务、运维等领域, 都迎来了更多走出去的机会,然而,一些中小企业"想出海又怕翻船"。《办法》可打消这类顾虑,让企 业敢接单、敢出口。 《办法》对重点企业还有专项支持,每年会筛选一批有潜力的智能建造出口项目纳入重点库,给予额外 支持,并鼓励龙头企业率先在海外建示范项目,为同行"打样"参考。 "就好比企业出海捕鱼,政府不仅帮忙找鱼群、造大船,还送上一份'保险绳',遇到风浪有保障,捕鱼 更安心。"市智能建造产业链推进办公室相关负责人介绍,尤其对中小企业,保费优惠和快速理赔就像 减轻了行囊,让它们轻装上阵拓市场。 据了解,"量身定制"的保险服务将由中国信保湖南分公司为智能建造企业开发专属出口信用保险产品, 简化流程、加快审批,甚至为小微企业提供保费优惠,降低投保成本。 风险覆盖更全面,不仅保商业风险,如买方破产 ...
以“融合型党建”赋能高质量发展
Xin Lang Cai Jing· 2025-12-20 22:07
Core Viewpoint - The article highlights the integration of party-building work with vocational education at Xuzhou Industrial Vocational and Technical College, emphasizing a collaborative approach to enhance industry development and educational outcomes. Group 1: Mechanism Innovation - The party branch collaborates with three leading industry enterprises to establish an integrated co-construction model, creating a "Party Building Joint Construction and Collaboration Zone" [1] - Since November 2024, 12 joint party-building activities have been conducted, involving 186 student party members, fostering a new pattern of shared resources and problem-solving [1] Group 2: Teaching Reform - The party branch leverages the dual leadership role of the party branch secretary to create a closed-loop teaching reform model, resulting in the upgrade of eight core courses and the establishment of 15 ideological demonstration courses [2] - Students have achieved notable success, including winning gold medals in national skill competitions and recognition in media for their educational outcomes [2] Group 3: Empowering Industry - The party branch focuses on transforming organizational strength into innovation and development capabilities, forming a technical team that has achieved breakthroughs in smart construction technologies [3] - In 2025, the team developed several innovative systems, including an AIoT-based integration system and a smart construction safety monitoring system, contributing to industry efficiency and digital transformation [3] Group 4: Practical Education - The party branch organizes extensive practical activities, including 35 on-site teaching and social service events, benefiting over 2,300 students [3] - Skills training programs have been conducted for over 700 employees in the construction industry, and a vocational experience center has introduced over 2,000 middle and primary school students to career opportunities [3]
全生命周期方案赋能好房子建设,浪潮亮相山东智能建造应用场景展
Qi Lu Wan Bao· 2025-12-10 08:32
齐鲁晚报·齐鲁壹点记者 王君 "智能运维"展区同样亮点突出。浪潮筑瓴能碳管控平台融合AI全局寻优算法、预测性主动控制等核心技 术,提供能源监测、能耗管控、设备运维、碳资产运营等全栈功能。据了解,该平台通过节能运维大模 型及多个智能体的协同运作,成功推动建筑运维从被动响应转为主动预防,不仅降低了运维技术门槛, 更实现了能耗与成本的双重优化,契合展会"低碳、高效"的核心诉求。 此外,浪潮展示的边缘智能硬件与地质岩性勘探手持智能装备也引发广泛关注。边缘智能硬件搭载高性 能算力芯片,强化"云-边-端"一体化计算效率与数据安全性;地质岩性勘探装备则基于端侧AI算力,融 合多源异构数据实现岩性识别,为地下空间施工提供精准支撑。"从设计到建造再到运维,从云端系统 到端侧装备,浪潮正构建全链条智能建造服务体系,既为'好房子'建设提供技术保障,也为数字住建、 智慧园区等领域提供数字化支撑。"田富海补充道。 作为山东智能建造产业的重要参与者,山东浪潮智慧建筑科技有限公司不仅展现了企业在AI、数字孪 生等技术领域的深厚积累,更呼应了山东加快推进智能建造、培育建筑业新质生产力的政策导向,为行 业转型升级注入了强劲动力。 在"智能设计 ...
推动建筑业以“智”提质,山东省智能建造工作会召开
Qi Lu Wan Bao· 2025-12-10 06:27
用AI高效进行建筑设计和审图,用机器人安装最高重500公斤的ALC条板,无人机上天、机器狗入地、 巡检机器人钻管道守护城市生命线安全,像搭积木一样最快7天完成全屋无醛装修,智慧运维为建筑运 行综合节能15%,好房子降噪的声学解决方案,"像造汽车一样造房子"的造房工厂和好房子样板间…… 现场,智能建造技术通过数字化、网络化、智能化手段,有效解决传统建筑行业效率低、资源浪费、劳 动力依赖强等痛点,推动建筑业转型升级,守护城市生命线,助力好房子建设。 齐鲁晚报·齐鲁壹点 记者 王皇 孟杰 摄影记者 王鑫 12月9日,山东省住房和城乡建设厅在济南召开山东省智能建造工作会,聚力推动全省智能建造工作迈 上新台阶。会议总结工作、交流经验,并安排部署了当前和今后一个时期全省智能建造工作重点任务。 山东将坚持以工业化、数字化、绿色化协同发展为主线,聚焦关键环节,推动建筑业从"规模扩 张"向"质量效益"转型,加快培育建筑业新质生产力。山东省住房和城乡建设厅党组书记任海涛出席会 议并讲话,山东省住房和城乡建设厅副厅长、一级巡视员王润晓主持会议。 会前,参会领导嘉宾共同参观了由山东省智能建造产业发展联盟牵头的山东省智能建造应用场景展 ...
2025中非创新合作与发展论坛武汉开幕,39个项目签约 23个平台挂牌
Chang Jiang Ri Bao· 2025-11-20 09:49
Group 1 - The 2025 China-Africa Innovation Cooperation and Development Forum was held in Wuhan, attended by approximately 800 representatives from 43 countries and regions, focusing on innovation and cooperation opportunities [1] - The forum featured 12 parallel sessions, including a project promotion meeting for industrial cooperation between China and African countries, emphasizing areas such as technology innovation, modern agriculture, and health [1] - A total of 39 cooperation agreements were signed during the forum, including the establishment of the China-Africa Photovoltaic Industry Alliance, marking a shift towards ecological collaboration in renewable energy [1] Group 2 - The Jiangxia Laboratory signed a memorandum of cooperation with Tanzania's National Public Health Laboratory to enhance Tanzania's capabilities in pharmaceutical research and infectious disease prevention [2] - The main forum released three significant documents, including the "African Food-Water Resources-Environmental Protection and Development Scientific Action Plan (2026-2030)" and the "African Industrialization Blue Book (2024) - Focus on New Energy Industry" [2]
从“建造”到“智造” 郑州绘就城市建设新图景
Zheng Zhou Ri Bao· 2025-11-10 02:13
Core Insights - Zhengzhou is transitioning from traditional construction to intelligent construction, showcasing innovative building technologies and practices that enhance efficiency and quality in urban development [1][2][3]. Policy Support - Zhengzhou has established a comprehensive "1+N" policy framework to support intelligent construction, including three categories of evaluation indicators and corresponding incentive policies [6][8]. - The city is formulating measures to promote intelligent construction, focusing on land use, funding, tax incentives, and credit support to stimulate industry growth [6][10]. Industry Development - As of September 2023, Zhengzhou has developed 121 pilot projects and 57 pilot enterprises in the intelligent construction sector, nurturing 16 key enterprises and 10 demonstration projects [2][8]. - The city has formed a collaborative industrial ecosystem, including the establishment of a professional committee for intelligent construction and a green low-carbon construction industry alliance [8][10]. Technological Innovation - The application of Building Information Modeling (BIM) and other advanced technologies has led to significant improvements in construction efficiency, with project timelines reduced by 18% and labor costs decreased by 35% in key projects [3][9]. - Zhengzhou is enhancing its digital governance framework, with over 10 core platforms established for project management, BIM review, and smart site supervision [10][12]. Talent Development - Zhengzhou is building a robust talent system for intelligent construction, with 11 higher education institutions and 6 vocational schools offering relevant programs, resulting in the enrollment of 1,917 students from 2022 to 2024 [16][31]. - The city is also focusing on practical training, having trained over 15,000 individuals in new job roles and conducted more than 300 specialized training sessions [16][31].
长沙智能建造重塑城市“筋骨”
Chang Sha Wan Bao· 2025-11-07 05:00
Core Insights - The article highlights Changsha's advancements in intelligent construction and new building industrialization, showcasing its role as a national pilot city in these areas [3][4][10]. Group 1: Intelligent Construction Framework - Changsha has developed a comprehensive framework for intelligent construction, termed "Four Beams and Eight Pillars," focusing on development strategy, construction models, industrial systems, and support mechanisms [3]. - During the pilot phase, 22 innovative measures from Changsha were included in the Ministry of Housing and Urban-Rural Development's replicable experience list, earning "excellent" ratings for two consecutive years [4]. Group 2: Industrial Growth and Economic Impact - The total output value of intelligent construction in Changsha is projected to reach 180 billion yuan in 2024, with expectations to exceed 200 billion yuan in 2025, doubling from 2023 [6]. - The composition of this output includes approximately 33% from intelligent equipment, 40% from intelligent construction, 17% from production, and 4% from design, indicating a well-rounded industrial chain [6]. Group 3: Digital Platforms and Technology Integration - Changsha is building universal, inclusive, and market-oriented digital technology platforms to facilitate the digital transformation of small and medium enterprises [5]. - Notable platforms include the "BIM Forward Design Collaboration Platform" and "Flexible Intelligent Production Platform," which enhance the industry's smart upgrade and high-quality development [5]. Group 4: Talent Development and Training - A comprehensive training system has been established to support industrial transformation, with over 1,000 individuals trained annually in emerging professions related to intelligent construction [8]. - The city has formed a multi-tiered talent cultivation structure, including partnerships with seven universities to offer specialized programs in intelligent construction [8]. Group 5: International Expansion - Companies from Changsha, such as Hunan Construction Investment and SANY Heavy Industry, have successfully expanded their operations to international markets, including Indonesia, Saudi Arabia, and South Korea, through collaborative models [7]. Group 6: Future Plans and Goals - The "14th Five-Year" intelligent construction development plan aims to elevate the industry, targeting an output value of over 500 billion yuan by 2030 [11]. - Changsha plans to establish an "481" technology system covering the entire industrial chain, focusing on digital technology, green building materials, and intelligent equipment [12].
相关单位会上作交流发言:迎难而上 不胜不休
Chang Jiang Ri Bao· 2025-11-07 00:29
Core Viewpoint - The central urban work conference emphasizes the goal of building modern, innovative, livable, beautiful, resilient, civilized, and smart cities, highlighting that urban renewal is a complex system project requiring collaborative efforts from various stakeholders [1] Group 1: Urban Renewal Goals and Projects - Wuhan aims to establish its urban renewal projects as a national model, focusing on the implementation of 80 "small but beautiful" renewal areas, including the renovation of old buildings, neighborhoods, and factories [2] - The Qiaokou District plans to initiate 30 projects over three years, including the revitalization of historical sites and the renovation of 42 old residential communities [2] - Wuchang District is exploring urban renewal to promote intrinsic development, successfully revitalizing idle factory areas and transforming them into financial and cultural hubs [2][3] Group 2: Challenges and Solutions - Urban renewal faces challenges such as land acquisition, funding, and procedural hurdles, necessitating innovative policy solutions to streamline planning, land allocation, and project execution [5] - The National Development Bank has provided over 150 billion yuan in credit for urban renewal across eight key areas, demonstrating a commitment to financing urban development projects [5][6] Group 3: Innovation and Technology in Urban Renewal - The integration of smart construction and technology is crucial for urban renewal, with companies like China State Construction Engineering Corporation planning to expand their services in this area [7] - The city plans to establish a unified digital platform for urban renewal projects, enhancing management and approval processes through innovative technologies like BIM (Building Information Modeling) [8]
衔接中央部署和地方实践,串联行业创新和民生需求,第23届城博会启幕
Hua Xia Shi Bao· 2025-11-06 13:56
Core Insights - The 23rd China Urban Expo officially opened on November 6, 2025, at the Shougang International Exhibition Center in Beijing, featuring a new display system with "two core pavilions, three types of exhibitions, and four core themes" [2][3][7] - The expo aims to connect central policies with local practices, showcasing innovations in housing quality, urban renewal, and governance, emphasizing the theme of "People's City, Happy Home" [3][4][9] Exhibition Overview - The exhibition covers nearly 10,000 square meters with over 100 participating companies, focusing on urban renewal, quality housing, and smart construction [3][4] - Pavilion 7 focuses on urban renewal and new city construction, while Pavilion 14 emphasizes quality housing and smart building technologies [4][5] Thematic Focus - The expo's four core display areas include: 1. **Beautiful and Livable City Construction**: Showcasing typical cases of old community renovations and accessibility improvements [7][8] 2. **Safe and Resilient City Construction**: Highlighting urban infrastructure updates and risk prevention technologies [8] 3. **Innovative Smart City Construction**: Presenting modern governance practices and smart monitoring systems [8] 4. **Village and Town Construction and Industrial Development**: Focusing on rural revitalization and the integration of urban and rural development [8] Innovative Display Techniques - The expo introduces XR and MR technologies to enhance the architectural culture experience, along with interactive sandboxes and digital twin animations to visualize urban renewal processes [9] - The exhibition transforms traditional displays of municipal facilities into immersive, touchable experiences, illustrating their role in urban development [9] Strategic Importance - The expo serves as a vital link between central government directives and local implementation, reflecting the outcomes of the Central Urban Work Conference and the subsequent policy documents [9][10] - It aims to facilitate communication and collaboration among government, enterprises, and research institutions to promote high-quality urban development [6][9]