证券之星价投圈财报分析工具显示： 业务评价：公司去年的ROIC为1.44%，资本回报率不强。去年的净利率为1.86%，算上全部成本后，公 司产品或服务的附加值不高。从历史年报数据统计来看，公司近10年来中位数ROIC为7.8%，中位投资 回报较弱，其中最惨年份2024年的ROIC为1.44%，投资回报一般。公司历史上的财报相对一般。 商业模式：公司业绩主要依靠研发及营销驱动。需要仔细研究这类驱动力背后的实际情况。 财报体检工具显示： 据证券之星公开数据整理，近期垒知集团（002398）发布2025年中报。截至本报告期末，公司营业总收 入11.95亿元，同比上升1.34%，归母净利润6581.27万元，同比下降9.07%。按单季度数据看，第二季度 营业总收入6.65亿元，同比上升1.0%，第二季度归母净利润2879.08万元，同比下降5.6%。本报告期垒 知集团公司应收账款体量较大，当期应收账款占最新年报归母净利润比达4855%。 本次财报公布的各项数据指标表现一般。其中，毛利率21.5%，同比减8.19%，净利率5.51%，同比减 9.29%，销售费用、管理费用、财务费用总计1.44亿元，三费占营收比12.0 ...

Group 1: Product Introduction and Features - The new AI product, LetsRobot MI, is designed for remote quality control of concrete, addressing key industry pain points such as heavy reliance on manual labor, unstable quality, and safety hazards [2][3] - LetsRobot MI includes features like full-process intelligent monitoring, AI diagnosis for concrete quality, compliance control during unloading, and real-time monitoring of additive levels [3] Group 2: Market Response and Orders - The industry response to LetsRobot MI has been positive, with high recognition and approximately 252 units installed in Q1 2025, and over 400 units in hand orders yet to be installed [3] Group 3: Business Environment and Market Position - The company has significant room for growth in the concrete additive market due to its low market concentration and has completed its domestic layout while expanding into overseas markets [3] - The customer base for the company's concrete additives primarily consists of concrete mixing stations and large construction enterprises, with an increasing trend in large construction clients [4] Group 4: Strategic Development and Acquisitions - The company is actively seeking acquisition targets, focusing on niche areas within the construction sector, particularly in the subdivision of existing buildings to enhance long-term development and competitiveness [4] Group 5: Building Inspection Services - The company has extensive experience in building engineering inspection, with house inspection and appraisal as a core competency, and plans to leverage market opportunities in this area [4]

以人工智能为引领的科技创新，正成为建筑行业发展的重要驱动力。 生成式AI实现建筑方案自动优化，某超高层项目设计周期从6个月压缩至45天。 智能审查革命，某地区试点"AI审图"，将5000+规范条文转化为审查规则库，错误检出率从人工70%跃 升至95%。 这不是构想，而是建筑行业正在推进的智能革命。 4月9日，厦企垒知集团（002398）AI战略发布会在厦召开。活动以"AI共生：建筑AI与AI建筑"为主 题，汇聚厦门建筑业主管单位、行业协会、建设单位、设计单位以及国内信创、AI领域厂商。会议正 式发布垒知集团AI战略，并集中展示垒知工具箱（LetsToolkit）、垒知机器人（LetsRobot）、垒知装备 （LetsGear）等最新AI产品线，正式推出行业首个覆盖"设计-施工-运维"全产业链的AI全栈解决方案。 当前，在全球工程建设行业深度变革的关键节点，技术创新与市场格局的重塑正以惊人的速度推进。 在"AI"成为全球工程建设行业发展新趋势的当下，垒知集团敏锐捕捉到这一历史机遇，以AI技术为核心 驱动力，全面推动产品、服务与品牌的升级，实施智能化驱动战略。通过数字化全生命周期解决方案， 为建筑行业提供AI应用 ...