广联达(002410) - 002410广联达投资者关系管理信息20251028

Group 1: Industry Outlook and Opportunities - The real estate sector is transitioning from large-scale expansion to quality improvement, presenting challenges such as reduced investment and project numbers, but the overall construction industry remains robust with annual output in the trillions [1][2] - Future market opportunities are identified in infrastructure investments (e.g., water conservancy, highways, railways), urban renewal projects, and the construction of industrial facilities, driven by a shift towards digital management and efficiency [2][3] Group 2: Cost Management and Business Growth - The company's cost management services have evolved from traditional bidding processes to comprehensive lifecycle cost management, enhancing client value and deepening business applications [3][4] - Growth in the cost management sector is supported by expanding product modules and increasing service depth, alongside favorable market conditions driven by new policy implementations [4][5] Group 3: Construction Business Strategy - The construction business remains a strategic focus, with adjustments made to improve profitability by shifting from hardware integration to pure software solutions, resulting in reduced operational costs and improved gross margins [4][5] - The company emphasizes cash flow and profit over revenue scale, aiming for high per capita output and healthy business development through internal management adjustments [5][6] Group 4: Design and Digital Transformation - The design business is crucial for digital transformation in the construction industry, with significant investments made over the past decade, including the acquisition of Luoyang Hongye and the launch of the GuoLiangDa Digital Series software [5][6] - The company aims to enhance product applicability and promote integrated design-cost solutions to address client challenges effectively [6][7] Group 5: International Expansion and AI Integration - The company is actively pursuing international expansion, particularly in Asia and Europe, with strategies focused on global product development and leveraging existing brand recognition [6][7] - AI technology is a key focus, with all products being enhanced by AI capabilities, aiming to transform software from efficiency tools to value-driven services [7][8] Group 6: Cost Control and Future Planning - The company maintains strict cost control measures, focusing on improving employee efficiency and managing expenses dynamically throughout the year [7][8] - Future strategic directions include deepening AI integration, expanding overseas markets, and continuing to focus on core construction business opportunities despite current industry adjustments [8]