蕾奥规划(300989) - 2023年9月12日投资者关系活动记录表

Group 1: Company Overview and Market Context - The company, Shenzhen Leao Planning Design Consulting Co., Ltd., is focused on urban renewal and planning, responding to the transition from extensive to intensive urban development in China [2]. - The recent government policy on urban village renovation signals a shift in urban development, particularly in cities with populations over 10 million [2]. - The average implementation cycle for new projects is approximately 7 years, with significant investment costs involved [3]. Group 2: Business Strategy and Market Opportunities - The company aims to adapt to changes in land development models, moving from extensive development to precise operational models due to new policies like "Urban Renewal Action" and "Beautiful China" [3]. - The company emphasizes "operation first" in urban renewal, prioritizing operational efficiency before construction and design considerations [3]. - The company is actively pursuing opportunities in urban renewal and urban village renovation, positioning itself to meet market and government needs [3]. Group 3: Project Experience and Achievements - The company has extensive experience in urban renewal projects, including significant plans in various districts of Shenzhen and other cities like Dongguan and Nanjing [4]. - Notable projects include the Longgang District Tian'an Gangtou urban renewal plan, which serves as a benchmark for industrial integration and regional development [4]. - The company has established a wholly-owned subsidiary dedicated to urban renewal, enhancing its capacity to undertake related projects [4]. Group 4: Future Development and Technological Integration - The company is focused on becoming a leading expert in smart city planning and operations, leveraging digital and intelligent technologies for better operational efficiency [5]. - Recent developments include the launch of a public service product, "Park Universe," which integrates AIGC technology to enhance public service offerings [5]. - The company has formed joint ventures with local governments to provide comprehensive urban operation services, including asset management and digital platforms [6].