Guanglianda (002410): The release of integrated new products in the construction field has unique market scarcity
An integrated digital project management 北京桑拿洗浴保健 platform was released to realize the interconnection and interconnection of construction product data.
On June 28, 2019, at the China Digital Building Summit, Guanglianda released a digital project management (BIM + smart site) platform that provides one-stop services for the digital transformation of the construction industry.
The digital project management platform can be summarized as a “114N” system, that is, a concept, a platform, four major technologies and N applications.
The BIM + smart construction site platform can integrate field systems and hardware equipment into one platform, summarize and model the generated data, form a data center, and achieve unified master data, unified BI, unified entrance, unified technical standards and data interfaces.
Because the core of BIM is the model and model prediction, a large amount of data (such as the number of rebars in stock and the number of rebar workers) needs to be updated to make it more convenient to use and improve user utilization.
As for the data on smart site products, the integrated connection between BIM and smart site will facilitate the automatic introduction of data.
Integrated products are scarce in the market, helping to open up space in the construction field.
Integrated products are scarce in developing countries.
The manufacturer of BIM products, the integrated products launched by Guanglianda can introduce products from smart construction sites and upload them to digital enterprise systems, open up smart construction sites, BIM, and digital enterprises, which have market uniqueness and help Guanglianda develop construction informationization.Huge market space for business.
Integrated products can enhance the value of customers and partners: in terms of customer value, “three transformations” (digital operation, systematic management, decision-making and command); in terms of partner value, “three enablements”(Technology empowerment, marketing enablement, funding enablement).
The market for construction information software is huge and can reach 100 billion levels.
Construction projects are the basic work units of construction enterprises. In 2016, the number of construction projects was 790,000, and the average investment amount for each project was 1.
410,000 yuan. If each project spends 150,000 yuan to informatization during the construction phase, the proportion is only 0% of the investment amount.
About 1%, then the software market in the construction phase can reach 100 billion levels in China.
If Guanglian’s construction business accounted for 10% of the city, Guanglian’s construction revenue would reach tens of billions.
It is expected that the apparent net profit of the mother for 2019-2021 will be 3.
32 billion, 4.
44 billion, 5.
The transition of the company’s cost cloud business is smooth, and there is huge space for the completion of construction information integration, maintaining the “buy” level.
Risk warning: Cloud transformation fails to meet expectations, cloud transformation affects performance growth, construction business integration fails to meet expectations, and the construction information industry is affected by macroeconomic changes.