Under the background of steady growth, infrastructure real estate has stabilized successively, and construction informatization may take advantage of the trend
1) since the central economic work at the end of 2021, in the face of the triple pressure of “contraction of supply and demand, supply shock and weakening expectation”, macro policies and industrial investment have made every effort to promote steady growth, and infrastructure and real estate have shown a steady recovery. The construction industry is a pillar industry of the national economy, accounting for more than 7% of China’s GDP. Its two core components are infrastructure and real estate. From the general tone of steady growth this year, the construction industry may become an important engine.
2) on January 25 this year, the “14th five year plan” for the development of the construction industry issued by the Ministry of housing and urban rural development clearly pointed out that the proportion of the added value of the construction industry in China’s GDP during the 14th Five Year Plan period will remain at about 6%, and the coordinated development of intelligent construction, digital transformation and new building industrialization will be the main line of industrial development in the future. On the other hand, there is still much room for improvement in the informatization level of the construction industry. Therefore, in the context of steady growth, with the stabilization and recovery of infrastructure and real estate, construction informatization may take advantage of the trend and usher in a new round of development.
Building informatization includes four links: design, cost, construction and operation and maintenance, each with its own characteristics
From the perspective of the whole life cycle of the construction industry, the upstream and downstream of the construction information industry chain successively includes four links: design, cost, construction and operation and maintenance. 1) Design link: technical product barriers are high and difficult. The design industry can be subdivided into three aspects: architectural design, structural design and electromechanical design (water supply and drainage, heating, air conditioning, electrical, etc.). Architectural design software involves many specialties, such as architectural design, structural engineering, engineering mechanics, computational mathematics, geological structure, construction drawing expression, software engineering, engineering project management and so on. The technical and product barriers are very high. 2) Cost link: cloud transformation has achieved remarkable results. The cost and construction links live in the middle and lower reaches of building informatization. The cost software has been very mature after years of development, and the industry competition pattern is basically stable. Cloud transformation is the main melody of the industry development in recent years. 3) Wide informatization construction space. Construction informatization started late and its penetration rate is low. In recent years, with the weakening of the demographic dividend of China’s labor force, the demand for labor management, safe construction and epidemic prevention and control has been continuously strengthened, which is expected to bring new development to construction informatization.
From CAD to BIM to CIM, the underlying technology of building informatization continues to innovate
More than 20 years ago, the construction industry adopted CAD tool software instead of paper and pen manual drawing to carry out all kinds of architectural design. Subsequently, BIM Technology is proposed as a data-based tool applied to engineering design, construction and management, which can effectively improve production efficiency, save cost and shorten construction period. In recent years, after the concept of CIM urban intelligence model is put forward, the application scenario of BIM is further expanded, and the urban information organic complex of three-dimensional digital space is constructed based on multi-dimensional and multi-scale information model data and urban perception data by integrating GIS, IOT and other technologies. We believe that the current construction industry is undergoing a development transformation from CAD to Bim and then to CIM, and technological innovation is expected to bring new development dividends to construction informatization.
Suggested concern
Smart car: Thunder Software Technology Co.Ltd(300496) , Huizhou Desay Sv Automotive Co.Ltd(002920) , Autel Intelligent Technology Corp.Ltd(688208) , Arcsoft Corporation Limited(688088) , Vanjee Technology Co.Ltd(300552) . Industrial software: Zwsoft Co.Ltd(Guangzhou)(688083) , Zhejiang Supcon Technology Co.Ltd(688777) , Shanghai Baosight Software Co.Ltd(600845) , dingyang technology, Shanghai Hollywave Electronic System Co.Ltd(688682) . Xinchuang industry: Dawning Information Industry Co.Ltd(603019) , Inspur Electronic Information Industry Co.Ltd(000977) , Beijing Baolande Software Corporation(688058) , Beijing Tongtech Co.Ltd(300379) , Taiji Computer Corporation Limited(002368) . Digital Finance: Digital China Information Service Company Ltd(000555) , Sinosoft Co.Ltd(603927) , Yusys Technologies Co.Ltd(300674) , Grg Banking Equipment Co.Ltd(002152) , Newland Digital Technology Co.Ltd(000997) . Artificial intelligence: Iflytek Co.Ltd(002230) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Zhejiang Dahua Technology Co.Ltd(002236) , Opt Machine Vision Tech Co.Ltd(688686) , shangtang-w. Network security: Sangfor Technologies Inc(300454) , Dbappsecurity Co.Ltd(688023) , Venustech Group Inc(002439) , Nsfocus Technologies Group Co.Ltd(300369) , Qi An Xin Technology Group Inc(688561) – U.
Risk tips:
1) the epidemic situation intensifies and reduces the expenditure of enterprise informatization; 2) Fiscal and monetary policies are lower than expected; 3) The fluctuation of supply chain increases, which affects the development of science and technology industry.
