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青矩技术(836208) - 投资者关系活动记录表
GreetecGreetec(BJ:836208)2024-12-03 11:11

Group 1: Impact of National Debt Policies - The recent debt reduction policies will facilitate the rapid development of the company's investment and financing consulting business, having participated in three rounds of local debt replacement since 2017, covering over 10 provinces and 30 cities/counties in China [3] - The policies will enhance market penetration for other business areas by establishing good cooperation with local governments and state-owned enterprises, accelerating fixed asset investment recovery [3] - The policies will aid in the smooth recovery of accounts receivable from local government and state-owned enterprises, alleviating fiscal constraints and enabling quicker cash flow for the company [3] Group 2: AI Technology Applications - The company is committed to the vertical application of AI, BIM, CLOUD, and DATA technologies in engineering consulting, having developed the Qingju Smart Cost Robot based on RPA since 2018 [4] - The maturity of AI technology is expected to reduce operational errors, improve efficiency, and lower labor costs, allowing professionals to focus on more valuable tasks [4] Group 3: Subsidiary and M&A Impact - The subsidiary Yizhu Technology possesses the first-generation lightweight BIM core engine technology and low-code development capabilities, which have been successfully applied in major construction firms [5][6] - The integration of this technology with the company's consulting services will enhance project investment management and improve operational efficiency [6] Group 4: Business Model Differences - Engineering cost consulting focuses on cost control during the investment construction process, while full-process engineering consulting integrates multiple disciplines throughout the project lifecycle, aiming for comprehensive improvements in cost, quality, and schedule [7] - Full-process consulting is a key strategic direction for the company, with advancements in qualifications, core team development, and digital tool research [7] Group 5: Client Types - The majority of the company's clients are owner units, primarily strong investment entities such as government agencies, state-owned enterprises, large technology companies, and financial institutions [8] Group 6: Overseas Business Performance - In 2023, the company's overseas business generated revenue of 14.0374 million yuan, a year-on-year increase of 7.33% [9] - Although overseas business currently represents a small proportion, the company has served over 200 projects in more than 50 countries, contributing to its international development strategy [9]