CAPOL(SZ:002949)2022-11-21 15:36Group 1: Housing Development Insights - The government views affordable housing as a crucial product to stabilize the real estate market, with a significant increase in its proportion within social housing over the past decade [3]. - During the 14th Five-Year Plan, the government introduced measures to enhance the construction quality and quantity of affordable housing [3]. - Affordable housing construction emphasizes standardized and modular design, incorporating new technologies such as prefabrication, BIM, and low-carbon design [3]. Group 2: Application of Technologies - Shenzhen has adopted prefabricated construction methods for all affordable housing projects, with clear policies promoting the use of BIM technology [3][4]. - The EPC model is primarily used in affordable housing construction, ensuring better integration between design and construction phases [3][4]. - The company has developed a comprehensive technical system in prefabricated construction and BIM technology, positioning itself as a market leader in affordable housing [4]. Group 3: Challenges in Prefabricated Housing - Current challenges in prefabricated affordable housing include slightly higher direct costs, which are expected to decrease with scale and improved support [4]. - There is a need for advanced planning and management awareness to ensure cost control and timely project completion [4]. - High technical barriers exist, requiring coordination among various stakeholders and a high level of overall capability from the design team [4]. Group 4: Company Advantages and Market Position - The company has been involved in formulating housing security policies and design standards in Shenzhen, maintaining a leading role in the affordable housing sector [4]. - The company has established a complete layout of the construction industry chain, including planning, design, production, and cost consulting [4]. - The company has a strong client base in the Greater Bay Area, which helps mitigate the impact of the real estate industry's tightening [4][5]. Group 5: Workforce and Operational Focus - In 2021, the company's overall workforce growth was controlled at around 10%, with a focus on stabilizing personnel in 2022 [5]. - The company aims to enhance quality and efficiency in operations while dynamically adjusting workforce size based on business needs [5].