CAPOL(SZ:002949)2023-05-10 13:10Group 1: Company Overview - The company is Shenzhen Huayang International Engineering Design Co., Ltd. with stock code 002949 and bond code 128125 [1] - The investor relations activity was held on May 10, 2023, via an online meeting format [2] Group 2: AI Application in Design - The company is currently at a relatively initial stage of AI application in design, having achieved some level of intelligent design in specific scenarios [2][4] - AI integration into the design process is expected to enhance overall efficiency, leveraging high-quality data for deep application in design and cost consulting [2][3] Group 3: Advantages of Design Companies - Design companies that have undergone digital transformation can accumulate high-quality data more effectively than software companies [3] - Rich design application scenarios in design firms provide a better learning environment for AI [3] Group 4: Challenges and Data Sources - Major challenges in applying AI in construction drawings include complexity, professional collaboration, and design accuracy [3] - The primary data source for AI training is internal company data, covering all building types and supported by a strong digital transformation initiative [3] Group 5: Talent and Future Plans - The company has invested in technology R&D, with nearly 120 personnel in the digital and AI fields [4] - Plans to continuously recruit high-end talent to enhance the R&D talent system are in place [4] Group 6: Risks and Market Impact - The current stage of AI application and digital transformation presents significant uncertainties regarding future progress and market demand [4] - Potential risks include slower-than-expected technology development, application practice, and industry competition, which may not significantly impact short-term operating performance [4]