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【私募调研记录】幻方量化调研广联达
Zheng Quan Zhi Xing· 2025-04-30 00:10
Group 1 - The core viewpoint of the news is that Guanglian Da is optimistic about its future growth and development, particularly in its digital cost business, which is seen as a cornerstone for the company [1] - Guanglian Da plans to expand its product application range and improve product renewal rates and market share by leveraging new policy lists to meet diverse customer needs in cost management [1] - The company is optimistic about the growth trend in urban renewal, although its current revenue contribution from this area is still low [1] Group 2 - The increase in sales expenses is attributed to higher advertising, promotion, and travel costs due to business development, while R&D expenses have risen due to software amortization and technology investment [1] - The company expects a significant decrease in overall labor costs for the year [1] - Guanglian Da's core business is primarily domestic, with a small proportion of foreign business, and local authorized sales and services are the main channels, limiting the direct impact of tariffs [1] Group 3 - The company aims to achieve its annual net profit target through an equity incentive plan, with quarterly data expected to fluctuate but striving for stable annual results [1] - Guanglian Da's AI strategy focuses on overcoming technical bottlenecks, enhancing competitiveness, and empowering products, with specific applications in Concetto, New Calculation, and Trading [1] - The company will showcase its progress at the construction industry summit in mid-May [1]