GLODON(SZ:002410)2026-01-16 07:08Group 1: AI Business Strategy - The company has adopted an "ALL IN AI" strategy since 2023, prioritizing cost management, followed by construction and design enhancements based on knowledge attributes and feasibility [1] - AI applications in cost management have already been piloted in industrial parks and highway infrastructure, yielding positive results [2] Group 2: Core AI Application Areas - The main AI application directions include integrated design, refined cost management, and precise construction management [3] - In integrated design, the focus is on deep integration of AI with BIM to enhance design quality and delivery value, utilizing products like Concetto and AI-assisted tools in design software [3] - Refined cost management leverages AI and data for comprehensive cost control, with applications such as AI-driven quantity takeoff for industrial installations and highway projects [3] - Precise construction management aims to reduce costs and improve efficiency through enterprise-level AI services and project-level AI control, addressing material waste and personnel efficiency [3] Group 3: Revenue Model and Impact - The company employs a dual revenue model: enhancing existing services with AI while charging separately for new AI-native products, ensuring no disruption to the existing annual fee structure [4] - AI enhancements aim to increase product value and customer retention, thereby improving renewal rates and conversion efficiency for new purchases [4] Group 4: Advantages of Specialized AI Models - The company's construction engineering model integrates multimodal data, ensuring compliance with national standards and operational capabilities through API integration with existing software [5] - This specialized model differs fundamentally from general-purpose models by requiring spatial understanding, adherence to physical rules, and compliance with engineering standards [5] Group 5: Future AI Development Plans - The industry is transitioning from initial AI implementations to developing knowledge-driven intelligent agents for accurate end-to-end delivery [6] - The company does not anticipate a significant increase in R&D expenses due to AI investments, leveraging existing resources through specialized departments for AI development [7]