TAGEN GROUP(SZ:000090)2022-12-06 01:40Group 1: Company Development Strategy - Tianjian Group has developed a three-in-one industrial structure of construction, real estate development, and operation services over 33 years [2] - The business combination during the "13th Five-Year Plan" period includes construction, real estate development, and urban services [2] - The company aims to shift from "construction + real estate" to "operation + services" over the next 30 years, focusing on resource integration and core capability cultivation [3] Group 2: Construction Business Transformation - The construction business is transitioning from a contracting model to an EPC and PPP model, expanding into emerging sectors such as land reclamation and sponge city projects [3] - The Shenzhen market presents significant opportunities for structural reform in urban infrastructure, which is favorable for company growth [3] Group 3: Real Estate Development - The real estate market presents structural opportunities, with projects and land reserves located in key first- and second-tier cities such as Shenzhen, Shanghai, Guangzhou, Changsha, and Nanning [4] - The company plans to continue expanding in key cities through various methods, including public bidding and cooperative development [4] Group 4: Strategic Acquisitions - The acquisition of Yutong Company was completed in September 2016, aimed at achieving strategic synergies and expanding business scale [4] - The company is integrating Yutong's resources to enhance its market share and align with national reforms [4] Group 5: Urban Service Projects - The company is involved in the Luohu District housing renovation project, providing comprehensive services from data investigation to project handover [3] - The project commenced on December 20, 2016, marking a significant step in urban public service and housing improvement [3] Group 6: Future Projects and Challenges - The company is closely monitoring the land reclamation business in Shenzhen, having established a joint venture to participate in related projects [4] - The development of the Shuguang Automobile City project is currently on hold due to potential conflicts with the planning of the Xili Railway Hub [4]