戚加奇表示，今年政府工作报告首次写入"好房子"，明确提出"安全、舒适、绿色、智慧"要求，滨江集 团（002244）提出的"新好房子"标准(好建筑、好装修、好景观、好配套、好服务)与之高度呼应。"社会 对居住体验的关注度持续提升，智慧化需求激增。滨江虽非最早入局智慧物业，但选择与宇泛智能这样 技术深厚、经验丰富且品牌契合的伙伴合作，能事半功倍地打造高端智慧物业新范式。"戚加奇强调。 据悉，滨江服务与宇泛智能双方将率先聚焦AI方案研发与试用，利用AI深度分析数据，动态调节设备 能耗，推动节能减排。 滨江服务表示，此次合作旨在实现四大关键突破，一是通过AI替代人工重复流程，显著提升服务响应 效率；二是运用无人机与机器人自动巡检，高效识别并预警设施设备隐患；三是对照明、空调等系统进 行智能化改造，实现能耗的动态精准调节；四是引入无感通行、智能助理等技术，全面升级业主服务体 验。 本次合作将分短、中、长期推进，短期聚焦智能巡检与空调照明节能；中期用AI替代人力实现公共区 域自动化升级；长期在机器人能力成熟后，进入家庭提供个性化服务。本次合作首批进行智能化改造的 高端项目将被打造为"AI管理样板区"，其核心价值在于服务模 ...

Summary of Poly Property Conference Call Company Overview - **Company**: Poly Property - **Industry**: Property Management Key Points and Arguments Strategic Approach - Poly Property adopts a strategic follow-up approach, introducing mature technologies to optimize management systems and operations, such as digital command centers and seamless access, positively impacting the property management industry [2][4] Market Positioning - The company positions itself in the mid-to-high-end residential market, expanding into public facilities and state-owned commercial projects while focusing on quality residential projects [2][5] Financial Performance - Accounts receivable are well-controlled, with an expected balance of approximately 2.9 billion in 2024 and operating cash flow exceeding 2.3 billion, covering net profit by more than 1.5 times [2][6] - The company anticipates a 5% growth in revenue and net profit attributable to shareholders in 2025, driven primarily by basic property management [3][19] Non-Residential Services - Non-residential value-added services have declined due to the real estate cycle, but segments like labor services and commercial office management have seen improvements [2][7] - The company has achieved advantages in the non-residential sector by focusing on core cities, key sectors, and quality clients while enhancing collection management [2][8] Risk Management - Poly Property has actively cleared risky projects, achieving a collection rate exceeding 85% in 2024 [2][9] Community Value-Added Services - The company focuses on home services and asset management within community value-added services, identifying opportunities in home renovation and community convenience consumption [2][10] Cash Reserves and Acquisition Plans - The company holds 10 billion in cash, primarily intended for acquisitions, with a focus on residential and state-owned enterprises [2][12] Expansion and Project Quality - In the first half of 2025, the company expanded its projects mainly in public facilities and state-owned commercial sectors, with residential projects accounting for about 10% [3][13] Competitive Strategy - Poly Property leverages its advantages in the convenience consumption sector, focusing on nurturing suitable business opportunities rather than competing directly with strong players [11] Future Growth Expectations - The company expects revenue growth of 5% in 2025, with core property management as the main driver, while non-owner value-added services are expected to decline slightly [19][20] Urban Renewal Opportunities - The company sees urban renewal as a significant growth opportunity, actively exploring projects while ensuring profitability and manageable collection risks [21] Additional Important Insights - The company emphasizes the importance of technology in reducing costs and improving operational efficiency in property management [4] - Despite pressures in the real estate market, the company maintains a positive outlook on the demand for quality services, indicating that premium pricing remains viable [5] - The company is committed to providing sustainable returns to investors, with a potential increase in dividend payout ratios in the future [18]