CAPOL(SZ:002949)2022-12-03 10:48Group 1: Industry Trends - The continuous increase in urbanization rate will further drive industry development, leading to accelerated mergers and acquisitions in the real estate sector and an increase in industry concentration [3] - The architectural design market is gradually concentrating towards leading companies due to higher service quality and delivery capability demands from clients [3] Group 2: Company Performance - The company is currently in a rapid development phase, with a significant increase in the number of design personnel since 2017, particularly through campus recruitment, which requires time for new employees to reach full productivity [3] - The company is focused on building a design platform and investing in research and development of prefabricated and BIM technologies to improve per capita output and efficiency sustainably [3] Group 3: Prefabricated Construction - The initial focus of the prefabricated construction industry was on technology research to enhance reliability, with its development closely tied to management models, economic development levels, and industrial support systems [3] - The advantages of prefabricated construction, such as resource savings and reduced construction pollution, are becoming more evident, supported by various government policies [3] Group 4: Profitability and BIM - From a design perspective, the standards for affordable housing and talent housing are not lower than those for commercial housing, and the requirements for product capability are higher [4] - The company is primarily engaged in BIM technology application, design standard research, and software development, aiming to extend design value through BIM for comprehensive project management [4]