Wen | Qin Ming; Edit | Shi Yaqiong
In the past three years, the construction industry has accompanied the hot words such as the BIM cloud platform, AI auxiliary design, industrialized building, smart construction, green energy saving, BIPV, real estate tax, PPP, urban renewal, new infrastructure, carbon neutralization, REITs and other hot words. Show a digital creativity.
The building technology that is closely related to it has quietly penetrated into all corners of the industry. It is driven by cloud computing, the Internet of Things, big data, robots, VR/AR, BIM and other technical concepts. , Energy chemical industry, water conservancy nuclear power and other scenarios.
It can be said that each link of the building is not only a trillion -dollar market, but also often the country and the people.
China’s infrastructure capabilities and speed are the world’s leading. According to national statistics, the total output value of the national construction industry in 2020 was 26.4 trillion yuan, and the added value accounted for 7.2%of the GDP. Even during the epidemic period, the volume was hardly affected. Especially under the “speed of Vulcan Mountain”, the whole people witnessed the volume of more than 30,000 square meters and a miracle that can be completed in 10 days.
However, in the wave of digitalization of the global construction industry, the “number” of Chinese architecture is still behind developed countries. According to the statistics of the China Construction Industry Association, in 2018, my country’s construction informatization accounted for only 0.08%, while the investment in developed countries such as the United States can reach 1%, and the investment cannot be compared with one -tenth of developed countries. According to data such as McKinsey and Gartner, at the level of the overall digital level, China’s real estate industry ranking is only slightly higher than agriculture, and the construction industry rankings are directly ranked at the bottom.
MGI industry digital index (from Kingdee)
The digitalization of the construction industry is of great significance.
Decreasing population dividends, extensive management process, severe production safety forms, poor industrial chain ginseng, lack of effective data assets, etc. are all issues that must be faced with the construction industry. Digital transformation has gradually become a guiding construction industry to continue to realize compliance and hedging in danger. The value of cost reduction and efficiency.
This also explains the attention of the industry’s digitalization and innovation today.
According to the “Guidelines for Digital Transformation of Chinese Enterprises” released by the Research Team of 36 氪, the industry needs to enjoy the four elements of digital dividends: first, the GDP accounts for high proportion, low profit margin, and the industry chain is long; second, the industry is generally generally There are relatively many players and mature players, and the market concentration is high. Third, rely on the size of the network and have demand for intermediateization; the fourth is that policies and administrative forces have a greater impact on the industry.
On the one hand, in the next 10 years, the construction industry is likely to use digitalization, technology products, de -intermediate and other means to promote the reduction of costs and efficiency of the entire industry.
On the other hand, innovation is still an important factor driving the development of this industry, and it is also an important direction for capital purchase. From the perspective of the capital market, according to the statistics of Tianyan Check, in the past 10 years, there are 6,836 companies with capital operations and no IPO listing in the construction industry. Among them, there are 1,046 companies participating in financing in 2021. There are 232, distributed in many fields such as production and manufacturing, engineering SaaS, software and hardware services, and decoration asset management.
Therefore, from the perspective of all aspects of the industry chain, we disassembled and analyzed the current pattern of the various industries. Valuable reference information.
1. Industrial chain disassembly
At the macro level, the upstream of the construction industry chain is the pan -construction material industry, which involves large markets such as steel, cement, and glass. The equipment required for construction also involves construction machinery. It is supported by financial institutions. The downstream is a real estate enterprise. , Government and engineering construction units, etc.
From the perspective of the full life cycle of the building, construction technology mainly focuses on the production, design, construction, and operation and maintenance management of building materials, including various types of software and hardware equipment providers, third -party technology platforms, and supply chain service providers. Correspondingly, we dismantle several types of tracks and specific business directions in the market.
Construction industry chain disassembly (36 氪 Map)
According to industry information and public reports, we also initially summarized 78 startups of construction technology. Generally speaking, more than 80%of the enterprises are distributed before the C round (excluding C -round). It is in the stage of starting and development. It is located in different segments in different segments. Talking.
It is worth mentioning that it is different from the technical high requirements in the fields of medical health, chips, network security, commercial aerospace, and advanced manufacturing.
The perspective of the construction industry’s consideration is more focused on solving the actual pain points of the construction process.
Secondly, most of the entrepreneurs are from business, and also reveal the unique atmosphere of the industry.
Construction technology part of non -listed enterprises
Second, industry and segment track
01 building materials industry
In the history of science and technology, the landing of inventions often depends on the application and breakthrough of material technology.
The so -called building materials mainly refer to civil and construction engineering materials, which can be divided into structural materials, decorative materials, and certain special materials, involving cement, sand and gravel, steel, aluminum, stone, and sanitary ware, doors and windows, glass, special wall plates , Pipe, coatings, and functional materials such as waterproof, insulation, and insulation.
According to statistics from the Ministry of Industry and Information Technology and Foresight Research Institute, in 2019, the market size of the building materials industry in my country reached 10.4 trillion yuan. In 2020, the standardized building materials enterprises completed their revenue of 56 trillion yuan, an increase of 0.1%year -on -year. The overall benefits increased steadily. Among them, the revenue of the cement industry was 996 billion yuan, which was related to factors such as the epidemic, real estate shrinkage, and changes in coal prices, a decrease of 2.2%.
Cement and steel, as a large material, are the key areas of digital transformation in recent years.
Among them, many traditional enterprises such as Huaxin Cement, Conch cement, Luoyang Zhonglian, Southern Cement, Tianrui Cement, etc. In cooperation with Huawei, China Telecom, Hikvision, etc. Control, energy management, and dual -carbon emission reduction have continued to upgrade. The application of the online monitoring device of smart cameras and sensing makes inspection workers more efficient; automatically sorting the bags and disabled bags through video recognition; smart robots will automatically count the vehicle …
The same is true of the steel industry, such as Baowu, Shagang and other companies, and continuously transformed and breakthrough in industrial Internet platforms, intelligent manufacturing of production lines, corporate management informatization, and self -research of technical equipment products.
From the perspective of building formation, it is more to excavate innovative enterprises such as the production of commercials, hardware, steel, parts and components, and decoration building materials.
On the one hand, there is still a huge market size; on the other hand, these branches are very traditional. The industrial chain involves factories, dealers, and individual households. It forms a small and more distributed pattern.
Of course, there are many listed companies in the building materials market. They have a large scale in ceramics, coatings, glass and functional materials, mainly integrating R & D, production, and sales, which are comprehensive enterprises. At the level of innovative enterprises, more than 75%of companies are established within the past five years. Because upstream materials are susceptible to downstream market demand, most of the entrepreneurial companies on the chain of prefabricated decoration technology are the innovatives of subdivided professional professional professional professionalism such as traditional doors and windows, curtain walls, commercial concrete, and steel bars.
Statistics of some building materials listed enterprises
It can be obviously captured that the current breakthrough direction is based on material development, optimization of production line production, and supply chain management. With the advancement of the dual carbon policy, the development of new energy -saving materials and carbon reduction of production lines, including business cloud, running supply chains, and many opportunities, including photovoltaic glass and heating materials, will also become emerging chains.
Masis Technology, in 2018, focuses on the digitalization and industrial chain interconnection platform management of the construction of the construction of the construction industry. At present, it integrates software development, intelligent hardware research and sales services. The full -process solution of the reinforcement, the core products include steel intelligent processing production management platform, integrated steel data management platform, reinforced raw material traceability management, and steel trade digital services.
In order, in 2018, the SAAS platform service provider of the Intelligent Merchant Connected IoT System focuses on the comprehensive management of the entire concrete production and transportation process, helping the merchant concrete industry to solve the problem of dispatching and control, level optimization, transportation adjustment, bill transactions and government supervision. The company currently serves the construction of a mixing station for a single enterprise, a large -scale group commercial product processing plant, and the construction of the smart factories of the construction unit.
Building Peak Technology, in 2017, the digital infrastructure of the building curtain wall is based on the big data platform of the “Building Peak Cloud” curtain wall. , Realize the data of the material side with the designer, and then introduce the construction side lightweight project platform to form a product line that connects design, construction, and production of full -chain closed -loop. In the future, the material procurement platform will also be established, which will cut hundreds of billions of levels of transactions and financial services markets, and run through the entire industry chain.
In 2018, in 2018, the system manufacturing of the product components of the prefabricated interior parts, focusing on the research and development of building materials and parts and components, the optimization of intelligent assembly lines and the establishment of large manufacturing bases, have achieved large -scale batch production and supply of products. It is applied to many areas such as apartments, hotels, commercial spaces, and commercial housing.
Wanhua Hexiang Board Industry, in 2017, has recently completed hundreds of millions of yuan in strategic financing. The production of aldehydes -free artificial board has built 8 production bases across the country with an annual production capacity of 2.3 million cubic meters. The construction and operation of the district. In the future, it plans to integrate the four major manufacturing systems: “free -notch adding particle board”, “plate decoration”, “intelligent custom furniture”, and “green industrialized customized home improvement”, and builds 20 industrial clusters across the country.
Wuhe Civil Engineering, in 2014, the main product is “bending” concrete. Its vertical deformation capacity is 200 times that of ordinary concrete. The business involves architectural design consulting, reinforced technical services, and new materials sales. Engineering cases involve projects such as the reinforcement of elementary and middle school buildings, the renovation of the old houses, the protection of cultural relics, the reinforcement of the government office building and the reinforcement of the military barracks, and successfully resolved the overall technical problem of the first Tang tomb mural relocation technology.
In 2016, in 2016, the development and production of concrete and other modified materials as raw materials as raw materials and components of parts and parts of the parts, with an annual production capacity of 10 million square meters. The excellent performance of resistance, earthquake resistance, and sound insulation are widely used in the fields of building exterior walls, interior walls, landscapes, vertical greening, municipal roads/permeable grounds, prefabricated walls, low -rise prefabricated buildings and other fields.
(2) Platform service
Auxiliary materials, in 2017, home improvement auxiliary material one -stop supply chain platform. Upstream link brand suppliers, downstream service leaders and decoration companies; intermediate links for selection of selection, logistics, warehousing, sales and sales through new technologies, and build a subsidiary material industry chain service system. In the future, try to break through the supply chain of the auxiliary materials, extend to the main materials, design, and orders.
Install fast matching, in 2019, companies using the Costco mode as the main building materials supply chain, its subsidiaries including the building materials e -commerce platform “China Link Mall” and an online marketing system, an online design system, etc. The income includes SaaS service fees and e -commerce companies Building material sales revenue on the platform.
Fat Bear, in 2013, focused on providing all category auxiliary materials for the supply and distribution of all category auxiliary materials, serving landlords, decoration captains, and decoration companies. It mainly provides one -stop building materials such as decoration design, auxiliary materials, and main materials Purchasing, distribution and after -sales service.
Hardwell Technology, in 2020, the industrial Internet platform focused on the building materials industry in the building materials industry, with “finding the right source of supply faster” as the starting point to enter the transaction. The platform was launched in 2019. More than 10,000, the monthly GMV has reached tens of millions, an increase of 10 times over the beginning of this year, maintaining a monthly high -speed growth of about 50%.
Hong Ai Technology, in 2018, through the platform link door and window shops and processing plants, empowering small B -end customers, a standardized system for customized doors and windows, on -site measurement, installation, acceptance, and after -sales service.
Gongdong Cloud, in 2016, the public building decoration transaction management platform has created the general version of the project management tool “Gongjiebao APP”, which provides cost, progress, receipt and payment, visa change, entry and exit library, work reporting, quality and safety, approval, approval, approval, approval , Task, settlement and other practical tools; the original “bidding for matching platform” transformed into a self -operated building materials supply chain platform. The platform has accumulated a large number of material and business resources to provide building materials for public clothing enterprises.
Net built group, in 2011, the supply chain SaaS service of pan -construction materials, and its three companies, which have three companies, have three companies, Greentown E -commerce, Hoyu Cow E -commerce, and Qianjin Ding, to help companies realize the distribution, production, warehousing and logistics of upstream raw materials, to the distribution of downstream products, to the distribution of downstream products, Optimize the supply channels of products to the entire link of sales, installation and after -sales.
02 design industry
Architectural design is an intellectual -intensive industry. “Emphasis on manpower and light capital” needs to attract talents from upstream, purchase software and hardware equipment, and output design or consulting services from downstream, such as architectural design, physical environment design, structure and MEP device design.
At present, there are many participants in the industry, and all provinces and cities have corresponding design institutes, which basically form a market competition pattern with a small number of large design enterprises (including state -owned, private and foreign capital), and a large number of small and medium -sized design enterprises supplemented by small and medium -sized design enterprises. The business business model is mainly divided into special design, comprehensive design, full -process engineering consulting, and general contracting of engineering.
Due to the service radius and system division, the concentration of the current architectural design industry is relatively low. According to the data of the Ministry of Housing and Housing, Changjiang Securities organized, in 2018, the leading market share in the construction design market was only about 5.8%, and the industry CR10 was only 25.8%. In addition, the total scale of architectural design revenue in 2019 was around 156.2 billion yuan, reflecting the market size characteristics in the light asset model of architectural design.
Today, the development of the architectural design industry is strongly related to the two aspects of real estate development investment and innovation technologies. On the one hand, as developing investment bidding explosive growth, steadyness becomes normal, and competition is gradually fierce; on the other hand, in the context of innovative technologies and concepts such as prefabricated buildings, BIM technology, green buildings, and architecture intelligence Companies with disadvantages of talent reserves and financing capabilities will face the possibility of being eliminated by the market, and the market will further guide the industry’s reshuffle and reorganization.
As the data interface of the construction industry (BIM) technology (BIM) technology, it has changed the traditional CAD forms of dot and wire geometric information storage methods, broaden the information dimension, and bring new changes to the industry.
Over the past 10 years, BIM technology has experienced a stage from a lot of exclusion, causing controversy to continuous recognition, and application everywhere. According to Bimbox’s “China BIM Grassroots Report 2020”, more than 90%of companies have already understood or used BIM, of which more than 70%have established BIM centers. BIM has become an essential skill to solve complex scenes in the construction field.
Although the design institute still shows its design products through two -dimensional drawings at this stage, there are reasons to believe that with the launch of BIM related standards and specifications, especially the innovation brought by AI, AR/VR, cloud computing, etc. Architectural design.
Now, we can obviously feel that the BIM innovation applications in the democratic construction have been basically saturated. The modeling is just a transition. Now it has moved to the integration stage of 2D/3D. The value points of facilities and CIM -level engineering began to outbreak. In addition, the phenomenon of old and dead exchanges between traditional design companies has gradually faded, and the industry’s internal resources gradually allocate and flow with each other.
It should be mentioned that industrial design software is one of the domestic shortcomings.
At present, the mainstream civilian building software on the market is mainly REVIT, industrial building software is mainly Bentley and PDMS. Steel structure software is mainly Tekla. In contrast, domestic software independent software is basically blank. Nowadays, due to the influence of China -US friction, the domestic CAD/CAE market has gradually begun to be valued after the 1980s and 1990s.
There are two major categories of related listed companies, one is private architectural design enterprises, including Huayang International, Tsukbo Design, Zhongheng Design, You’an Design, and Hanjia Design; the other is software and hardware providers, such as industrial giants, such as industrial giants Guanglianda, including Yingjianke, Pinye shares, and Hengfeng Information, have unique advantages in information fields such as digital buildings, structural design, construction, and smart cities, respectively.
Innovative enterprises have also launched corresponding software and hardware facilities from major scenarios to transform engineering experience and inherent rules into design language, while meeting the requirements, while paying attention to their interactive experience with users. Of course, companies that have not been listed, such as Fangpu, Luban, Swil, Guangsha and other companies have deeply accumulated and competitive in the industry segment.
Xiaoku Technology, in 2016, provides a “intelligent design cloud platform” for the architectural design side through cloud intelligent building information models and corresponding tools; provides “seeing land → positioning → strong row → calculation → review decision -making” for the development of the investment side Plan; Continue to develop the AI application product series of construction industry to provide AI solutions for the upstream and downstream of the industrial chain.
Intelligent manufacturing, in 2018, provides AI design services for real estate companies and design institute customers. Customers can automatically generate and improve the construction drawings by uploading the construction scheme drawings. The company adopts a payment model of collecting a service fee from the customer according to each building. At present, the three professional residential construction map design of water heating electricity has been completed. AI has been signed with 10 design institutes. At the same time, more than 100 design institutes are testing. And use the painting -like product.
In 2017, it provides professional software and integrated application solutions in the construction industry, creating well -known software brands such as PKPM and ABD. Among them, PKPM structural design software market coverage is more than 95%. At present, the company has formed a PKPM BIM platform, a integrated application system for structures, prefabricated, green construction, aluminum molds and other buildings.
Luban Software, in 2001, dedicated to the research and development and promotion of BIM technology. In recent years, focusing on building an enterprise -level engineering management digital platform (Luban Builder), and the Luban Motor, which can carry the park or city -level BIM and CIM developer, Its tool -level modeling software installed users have more than 1 million users.
Swil, in 2000, provides BIM and green construction consulting services and information solutions, and has formed five major product lines covering five major product lines covering engineering design, engineering cost, engineering management, smart government affairs, and smart construction. At present, branches or authorized dealers have been established in more than 30 provinces and cities across the country, and the core business is engineering computing costs.
Guangsha Technology, in 1996, specializes in the development of building structure design software. The main product is the CAD series software based on the secondary development of REVIT. It has been adopted by more than 10,000 design units, scientific research units, and colleges and universities in the country.
Several technology, in 2016, a industrial software company dedicated to developing domestic independent cloud CAE simulation software and collaborative R & D platform. From the development of the processing system before and after the development of the online CAE, a series of CAE software products based on the cloud -based B/S architecture gradually launched.
Building technology, in 2015, focused on prefabricated buildings BIM software, through the second development of the REVIT platform, to open up the design, construction, assembly production, logistics management, and post -operation and maintenance of prefabricated construction engineering; During the entire life cycle, it provides derivative software services such as user behavior, virtual big data, and platform management application services.
Hongwa Technology, in 2015, focused on BIM software development. It has developed a series of products, modeling masters, and collaborative masters based on REVIT independent development of REVIT. The total amount of assembly machines exceeds 500,000, and nearly 20,000 corporate users. Cooperative customers cover large real estate companies, construction enterprise groups, design institutes, engineering consulting companies, BIM consulting service companies and colleges and universities.
Xunwei Intelligent, in 2016, digital twin underlying tool provider, developed domestic CAD graphics engines and BIM design software from 2013. The current center of gravity is to model the stock building in CIM digital cities, combining data management and simulation for operation and maintenance management (water flood analysis, emergency, passenger navigation, passenger flow analysis); Deep customization and ODM of the mold tool.
03 Project Construction
The construction process of building products involves the interaction of “human -machine ingredients” and is intertwined. To achieve the digitalization of the entire construction industry, the management of personnel, machinery, equipment, raw materials, process laws, and related environmental regulations require vertical integration.
In the stock market, traditional construction enterprises are constantly adopting digital means to control costs and risks. For example, the SAAS platform application of different scenarios, visual management solutions based on BIM data, and process upgrades brought by new technologies, including construction robots, prefabricated buildings and informatization, AI auxiliary quality monitoring, etc. The boundaries of engineering construction are continuously expanding ,,
“In -depth combination of business scenarios+technical cross -border integration” has become the mainstream
(1) Labor and equipment management
According to statistics from the National Bureau of Statistics, 54.37 million construction workers in the country in 2019 contributed about 7.5 trillion labor output value. However, in the labor market, the traditional recruitment model is to obtain subcontracting projects from the construction company, and then recruit workers through the fellow or acquaintances. Essence
Last year, the Ministry of Housing and Urban -Rural Development issued a clarifying that the construction worker management service information platform system should be established, and real -time data sharing is achieved nationwide, and the company’s corporate and professional management is gradually realized. In conjunction with the data mentioned in the “Big Data Analysis Report of the Building Industry in 2020”, the number of winning projects in China’s construction enterprises in 2020 was about 1.22 million. It can be seen that under the status of policy orientation and the current situation of the industry, standardized labor markets have become a starting point.
In the construction machinery industry, the upstream is mainly raw materials and component manufacturers, such as steel, hydraulic systems, bearings, tires, etc.; Midstreams are engineering manufacturing enterprises, such as Sanyi Heavy Industry, Liu Gong, Zhonglian Heavy Section, providing excavators, cranes, and bulldozers Such products; downstream cover all kinds of infrastructure needs, involving China Railway, CCCC and other companies.
According to Zhiyan Consulting data, the operating income of China’s construction machinery industry in 2020 was 775.1 billion yuan, an increase of 16%year -on -year, and the market size will continue to rise in the future. At the same time, statistics from the China Construction Machinery Industry Association, the sales volume of the construction machinery industry excavators, automobile cranes, and motor industrial vehicle products in 2020 reached 327605, 54176, and 800239, respectively, an increase of 39%, 26.1%, and 31.5%over the previous year. The sales volume of major construction machinery products hit a record high.
However, it is understood that real estate and infrastructure investment in the second half of this year have been significantly down. The new construction area has been at a new low level in the past four years. In the future, the related construction machinery industry chain will also be fluctuated to a certain extent.
Compared with the consumer field, the industrial field has serious lag in the field of platforms, trading models, and credit systems. Many technologies and means that can improve the efficiency of resource allocation have been applied less in the industrial field, and many industrial digital opportunities have been born. For the construction machinery industry, third parties can cut into the development equipment management system and the construction of the rental platform …
Jigong Family, in 2014, connects construction companies, workers, and workers to carry out labor management to help construction workers find jobs and work hard work to help engineering projects quickly recruit workers. In 2020, the amount of workers on the Ji Gongjia platform exceeds 40 billion yuan, and it is expected that the amount of work in 2021 will exceed 30 billion.
Mo Dou Technology, in 2018, uses the Internet technology to improve the labor efficiency of the construction industry. The product cuts from the WeChat Mini Program. It consists of data cockpit, labor service management, construction management, workers’ education, smart construction site and other sectors. It has reached more than 60,000, and has been applied among more than 10,000 infrastructure projects at home and abroad.
Zhihe Technology, IoT service provider of the construction industry, its core product “Mechanical Commander” through wireless intelligent terminal+SaaS software to provide digital management of all on -site machinery entry, construction, dispatch, and settlement process. Over 100,000 sets, the team is currently more than 150 people.
Zhihe’s family, in 2019, flexibly uses the business broker, vertically on the blue -collar group, is committed to recruiting the network, connecting enterprise -level employers, labor dispatch companies, and labor brokers. During the epidemic, Kazuki completed the angel round financing and set up a Zhizhao APP platform.
Gongyun, in 2018, construction machinery leasing service providers provided customers with professional and one -stop leasing services of heavy hanging, logistics handling, earthwork and pavement construction, concrete construction, and power. Gongyun’s leasing applet currently has hundreds of merchants. It is similar to Didi when used. The platform has covered more than 170 product models in 38 categories of construction machinery and equipment.
Zhongneng united, in 2016, B2B enterprises engaged in engineering equipment services, providing customers with one -stop solutions such as leasing and logistics such as multi -category equipment such as high -altitude operation platforms, cranes, forklifts, and forklifts. At present, the company’s business covers more than 300 prefecture -level cities, and has established more than 100 warehouse logistics and service guarantee centers. It has established a closed -loop system on full -chain routes such as logistics, service, spare parts, and collection of collection.
Sanying Workers, in 2016, engineering equipment manufacturer. At present, Sanying Machinery has stabilized the world’s first brand. one. In China, there are three major industrial clusters in Changsha, Beijing, and Changtaica, and the three major industrial parks in Shenyang, Xinjiang, and Zhuhai; overseas, the four major R & D and manufacturing bases in India, the United States, Germany, and Brazil are built on Sany. More than 150 countries and regions around the world.
(2) Project and operation management
According to statistics, China’s construction industry GDP accounted for 7.2%in 2020, and the profit margin of the construction industry’s output value was 3.3%. Among them, the industry informatization rate was only about 0.03%, and 46.2%of construction companies have not yet achieved process automation.
如果用三维笛卡尔坐标系描述建筑产业的话,X轴代表阶段,如建材、设计、施工、装修、运维,Y轴表示新技术或新概念,如BIM、机器人、VR/AR、云计算、 Big data, 5G, PC, industrialization, photovoltaic, etc., Z axis represents engineering types, such as water conservancy, nuclear power, municipalities, housing construction, roads and bridges, transportation, gardens, energy chemicals, rock and soil, etc.
The intercourse points formed between X, Y, and Z axis are different tracks. Each track also has a corresponding upstream and downstream relationship. There is a connection between the upstream and downstream of different tracks, forming an industrial chain that is staggered.
36 氪 Number said that the industry meets the following four points to enjoy digital dividends: First, GDP accounts for high proportion, low profit margins, and long industry chain. Second High; Third, rely on the size of the network and have demand for intermediateization; fourth, policies and administrative forces have a greater impact on the industry. In the next ten years, the construction industry will also promote digital transformation throughout the industry through digitalization, technology products, de -intermediateization and other means.
China Construction, China Railway, China Communications, China Communications and provincial and municipal construction enterprises will become an important driving force for digitalization of the industry.
Essence From the perspective of the company’s structure, the group level, the subsidiary, and the project department’s three levels or their own internal needs to deeply combine business needs, integrate new technologies, and optimize the definition of the project information management model of construction enterprises. From the perspective of the industrial ecology, the upstream and downstream suppliers also need to achieve the value application in the project or industrial chain through business collaboration.
There are two subjects in the digitalization of the construction industry, and the digitalization of business business business and the entire process of management of the project. Innovative enterprises are mainly cut in from these two directions. For example, in the level of business management, they provide business cloud services. The integration of business data to help construction enterprises control costs and reduce capital and tax risks. At the level of engineering project management, the quality, schedule, safety, and cost are controlled, and SaaS products, platforms or technical services are provided.
Ming Jianyun, in 2018, provides OA systems with “business online+data intelligence” for the management of construction engineering enterprise projects, including costs, contracts, funds, invoices, taxes, etc. The company’s product integration is integrated in companies such as Ding Ding, WeChat and other enterprises, reducing service costs and customer unit prices through standardized modules, while avoiding head customers and serving waist construction enterprises. At present, dozens of customers have reached 90%. It is expected to achieve the signing and landing of 100 customers at the end of 2021.
Di Houyun map, 2015, the engineering industry Internet SaaS. The company uses a single engineering construction project as the object, and adopts standardized/non -customized SaaS platform services. It realizes the integration of “digitalization of the acceptance process of acceptance process+digitalization of archive forms” through the intelligent construction platform. Mobile platform service. By the end of December 2021, the Chongqing Housing and Urban-Rural Development Commission issued a total of 120 projects in the digital construction of nine batches of engineering projects, of which 75 were used in the land-Houyun map-Weiyi Smart Construction APP platform project, accounting for 62.5%; The total construction area of the project was 10384730.22 square meters, of which the building area of the UPP platform was 6380,300 square meters, which used the UPP platform, accounting for 61.44%.
Bronze service, in 2017, the construction safety AI service platform, its eight -piece set of safety products such as “bronze safety doctors”, “bronze training officer”, “bronze smart helmet”, covering project safety status diagnosis, on -site safety training, and on -site safety training, on -site safety training, and on -site safety training, on -site safety training, and on -site safety training. The whole process of construction safety management such as dynamic management, enterprise -level internal training, and equipment management monitoring. Previously, there were more than 500,000 platform users, hundreds of construction enterprises, and thousands of online projects, all over the country.
In 2017, in 2017, the enterprise cloud service provider in the field of engineering construction has changed the traditional “form+process” model to the “data+model” driver mode, extending the position of data collection to the downstream, including the supply of owners and materials. Merchants, subcontracting suppliers, suppliers of equipment, etc., allowing trading links, production collaboration links, and collection of materials to run online.
Yun Jianxin, in 2015, jointly invested by Guanglianda and Tsinghua Holdings, launched a 4D Cloud PaaS platform, around the needs of the construction phase, automatic and intelligent management and control of various participants at all stages and participants. At the time point, the relevant information of the whole process can be extracted, processed and applied. At present, the commercialization directions expanded are mainly in the fields of subway, large infrastructure and municipal sectors.
(3) Visual management
In 2021, the first year of the Yuan universe, the proposal was the digital twin, VR, AR, CPS, CIM, and BIM. The bottom layer needs to map the elements of the real world into the virtual digital world. The motivation is to achieve the physical world through the digital model. Dynamic detection and simulation of simulation to complete value returns.
The main point of visual management is to run two -dimensional or three -dimensional data. The BIM model is the data carrier of the building entity and is used to create and manage data in the design, construction and operation process.
The upstream of the BIM industry is a variety of cloud platforms and software providers. The current software level is seriously dependent on international manufacturers. The domesticization rate needs to be improved. The midstream is BIM modeling, consulting or training institutions, mainly providing related services such as BIM overall planning and applications; downstream It is a specific application scenario, combined with actual projects, to undertake the data value brought by the middle and upstream.
The digital transformation in the engineering field is one of the focus to run three -dimensional data. The technical driving force is a three -dimensional graphic engine. The academician of the Chinese Academy of Engineering said that many equipment and software in the industrial Internet industry in my country cannot be controlled by technically. One of the major reasons is that there is a large gap between the graphics engine independently developed by my country and the international level. “Neck” problem.
It is understood that, especially at the level of oversized scenes and refined models, the carrying capacity and operating efficiency of the existing web -side three -dimensional graphics engines in China are obviously insufficient, and the requirements for hardware are very high, which seriously limits the fine BIM model data to the construction of construction. Management and operation and maintenance stage.
Further, in the range from BIM to CIM levels, improve the performance of the three -dimensional graphics engine of the B/S architecture, meet the rapid update and lightweight release of three -dimensional data, the contradiction between the balanced visual effect and the processing of big data, etc. The industry urgently needs to be solved.
As a leading enterprise in the field of digitalization, Guanglianda has a relatively complete product line in the field of AEC based on independent development of three -dimensional graphic engines, involving digital cost, digital construction, digital design and other fields. In the past 10 years, the extension mergers and acquisitions have become one of the important ways of the company’s development. They have successively acquired Menglong Software, Xing’an Deyle, Finland Progman, Hongye Information, etc., and improved the layout of the digital construction industry chain.
From the perspective of visual application scenarios, most of the traditional SaaS software cuts into the management scenario of design or projects, and enterprise -level transportation dimensions. BIM data is generally fault at the construction stage. After the construction BIM is converted to operation and maintenance BIM, the data accuracy is poor, and it is difficult to satisfy smart transportation. The demand for building construction has also become a big pain point.
Based on this, from domestic engines to BIM data management and its visual services have become the direction of many entrepreneurs.
In 2017, in 2017, focusing on the research and development of three -dimensional graphic engines and digital smart management systems, it is committed to providing comprehensive solutions for visual management for engineering and smart cities. Focusing on the “Black Hole” three -dimensional graphics engine independently developed, the company has created a series of products such as engineering construction management platforms, and has been deeply applied in large -scale bridges, municipal roads, rail transit, water conservancy and hydropower, civilian construction and other projects.
To see technology, in 2018, it is committed to providing BIM data -based visualized management solutions and intelligent software services for the whole life cycle of the building. , Progress quality control, as well as visualization management platforms and solutions during the operation and maintenance phase. As of August 2021, the company has served more than 300 projects and engineering companies in mainland China, Hong Kong, Japan, Singapore and other places.
Feidu Technology, in 2016, focusing on the provision of three -dimensional data services, is committed to the independent research and development of a variety of technologies such as BIM/GIS/CIM three -dimensional digital bottom plate and high rendering engine, and has completed more than a hundred digital twin cases. Including urban CIM, industrial new cities and parks, large public buildings, smart municipalities, smart transportation, smart energy and other fields.
Glorious City, 2013, construction XR, digital twin, digital space technology providers. Its self -developed building XR design platform MARS has provided software cloud services for more than 1,500 well -known design institutes, 200,000 designers, and nearly 400 architectural landscape universities across the country. Now there are branches in 17 cities across the country.
Elliptical equation, in 2016, focused on the application of BIM+LOT technology, independently developed the core engine of BIM lightweight, and successively launched BIM smart operation and maintenance, digital construction, and CIM series products to provide customers with full -process consultation of BIM process, consultation and maintenance system consultation, and consultation and maintenance systems. Development and implementation services.
Grandall, in 2012, provides GIS/BIM/3D lightweight core technology support for the engineering construction industry, smart city/smart park, smart manufacturing, etc., and has provided related technical services for more than 170 benchmark customers in China.
Bi Mei Technology, in 2010, the product includes Internet products such as BIM Communication Bao, Bimeun, and Bimei Information Management, which provides special BIM consultation and technical implementation services. The company has now become a professional and influential professional BIM consulting service agency in Shenzhen and South China.
(4) Building robot
Building robots, which are one of the subdivided types of special robots, have corresponding applications in the fields of architecture. Such as the UAV survey of the design stage, the 3D printing, brick -building and laying processes in the construction stage, inspections, cleaning scenes in the operation and maintenance stage, and even blasting robots in the demolition stage. Because robots are the products of industrial manufacturing, they are generally used in construction and operation and maintenance scenarios.
In the entire industrial chain, the upstream is a core component manufacturer, including the reducer, servo motor, controller and sensor. These components have high -tech barriers, so they also occupy nearly 61%of profits; midstreams are manufacturing of building robot body manufacturing Business and system integrators are responsible for structural design, component assembly and sales, robotic application supporting upgrade software, etc.; Downstream is the corresponding terminal application field, distributed in prefabricated building construction and decoration scenarios.
According to statistics from the Head Panther Research Institute, from 2016 to 2018, the market size of the Chinese construction robot industry (based on sales) increased from 30 million yuan to 60 million yuan, with a compound annual growth rate of 41.4%. In the next five years, the prediction will continue to grow with an annual compound rate of 47.9%, and will reach 450 million yuan in 2023.
The construction robot market is full of challenges and opportunities. On the one hand, the current industry market is still in a blue ocean. Due to the high investment in R & D and long span, most of them are in the laboratory research and development stage, and the downstream penetration rate is extremely low. On the other hand The high -risk of construction requires machine replacement, and the industrialization construction method is more good for robotic applications.
At present, China Construction Technology, a subsidiary of China Architecture, and Northern Ventures have begun to deploy robots in the field of prefabricated buildings and decoration; Tichen Technology listed on the New Third Board is competitive in the field of robotic high -altitude operations. At the same time, real estate companies represented by Country Garden Bozhilin Robotics have also begun to apply in the ecology of the entire industry chain. Many developers have also cooperated with technology companies to develop and lay out in the field of 3D printing and drone.
Given that the upstream itself belongs to the high -end manufacturing industry and is basically monopolized by the giants. Most of the positioning of startup companies is to dig into the field of subdivisions in the middle and lower reaches. One is based on the construction process to develop multi -functional robots. Hardware integration services and hope to establish corresponding technical rules.
Wei Jian Technology, in 2020, focuses on the development of building smart robots. The company’s first product is a plastering robot. It has achieved a total of tens of thousands of square meters of field applications. It is expected to land before the second quarter of 2022. It also launched a reinforced cutting type for reinforced steel bars for construction site construction. At present, the products are in the stage of upgrading iteration. The founders have worked at the Japanese Institute of Robotic Robotics in Japan, focusing on technology research and development and industrialization for ten years.
Pamel, in 2015, focused on plastering, gypsum, putty, spraying, polishing and other work. Its products have completed more than 200,000 square meters of construction in Zhengzhou, Nanning, Nantong, Handan, Beijing and other places. The company’s current commercialization is based on robot leasing (intelligent construction observation club), construction site construction (contract engineering), and large -scale construction enterprise product customization (cooperative development) model. Customized development of transportation and technical needs.
Greater Borders Robot, in 2016, mainly studied the core technology of the control system, intelligent algorithm and human -computer interaction of construction robots, focused on robot solutions of construction factories, and output modular construction robot software and hardware systems. Traditional factories such as materials, metal plates, and composite materials complete digital upgrades. At present, Greater Boundary Robots have continued to serve nearly a hundred construction factories, and gradually form a matrix -type cloud factory production system.
Tongshi Technology, in 2019, is a high -tech startup company mainly developed and produced with special robots of construction, is committed to organically combining robotics and construction industries to form special robots with professional architectural functions. The company’s two series of robotic products, the company’s research and production of concrete ground construction and building measurement, including laser ground leveling machines, ground -leveling machines, ground light machines, and indoor measurement robots.
Yingchuang Building, in 2003, the construction 3D printing technology company, the main business is the production and manufacturing of the parts and components of the building. Among them, the 3D printing business income of the building -related parts and components accounted for 60%of the total income.
(5) Pretending building
The prefabricated building produces key components in the factory and is completed by the overall assembly on the spot. It is divided into three types of buildings: prefabricated concrete, prefabricated steel structure and prefabricated wooden structure. At present, the preparatory or prefabricated concrete (PC) has the most widely used in buildings (PC), accounting for about 65%of the total assembly building area.
Design standardization, manufacturing factory, construction mechanization, and modernization are the four major characteristics of prefabricated industries. The corresponding upstream is raw materials and equipment suppliers. The midstream uses component production, prefabricated design, construction, construction, and decoration as its core. The downstream is project development and property management.
According to the forecast of the Foresight Industry Research Institute, in 2025, my country’s newly started assembly building area will be about 1.054 billion square meters. With the development of technology, costs per square meter are calculated. The size of the building will reach two trillion yuan.
In the prefabricated construction industry, the operating method extends from the construction site to the factory, and the existing watering construction has evolved to the overall assembly. In addition to the technical problems brought by node connection, component design, process method, etc., it is more about changes in the management methods of the entire industry chain. At present, from design, manufacturing, logistics to the assembly construction phase, due to the independence of various majors, outsourcing vendors participated in the connection, lack of complete industrial chain, which makes the process management extensive, collaborative efficiency, and prominent cost issues.
Secondly, as far as the assembly PC building market is concerned, on the demand side, the designer mainly splits the design through hand -made offline design. The design efficiency is backward and the collaborative cycle is long. On the supply side, the factory production is still based on custom non -standard parts. In essence, the construction site has been padded into factory pouring, increasing the invalid costs such as logistics, amortization and management; on the connection side, from design to the full process of production of the entire process of production, information breaks are broken.
For steel structures, it has the advantages of high -strength, self -heavy, seismic resistance, and energy saving and environmental protection compared with traditional buildings. It is widely used in public buildings, industrial buildings and infrastructure fields. According to the data released by the China Construction Metal Association, the output of the steel structure of the construction steel structure in 2020, an increase of 8.14%year -on -year. big space. According to Huachuang Securities, the field of steel structure applications has been further expanded, and CAGR is expected to be nearly 10%in the next ten years.
The main listed companies in the prefabricated industry include far -sized residence, Chinese architecture, Honglu steel structure, precision steel structure, and southeast grid. Among them, Yuandajukong independently developed the PC-CPS intelligent manufacturing management system, covering the entire process of the PC business. Chinese architecture has a fully automatic intelligent prefabricated factory and smart construction platform. Its subsidiary China Construction Technology has invested in more than 20 modern prefabricated industrial bases in the country.
Most of the innovative enterprises disclosed are concentrated in the PC construction market, and cut in from smart factories, design SaaS, new structural system, and node connection technology, and expand their business from a single point to global. In addition, under the policy of rural rejuvenation, some enterprises are positioned in the village market and want to improve the rural appearance through middle and low -level prefabricated technology.
Ink Dog, in 2016, cut in from a large number of smart factories in the layout, and is committed to creating a “management+technology+platform” CPS factory on -site integrated solution. In the past five years, the company has developed digital chemical plants and digital construction systems, accumulated model engineering data, realized a single smart factory investment of 30 million, and the goal of 1.5 years in this cycle has verified the feasibility of integrated lean management model.
Dale installation, in 2020, focuses on prefabricated concrete building segmentation markets. Through the development of SaaS prefabricated design software, it helps construction enterprises to complete the AI auxiliary standardized design work from the plane map to the prefabricated model. , Solve the offline problem of data, and pry the industrial supply and demand chain through self -built distributed factories and collaborative systems. The current profit comes from the sales and prefabricated design and software services of prefabricated components.
In 2016, in 2016, the “lightweight concrete structure composite wall” structural system was independently developed, positioned in the rural market to carry out full -chain services for designing, production, transportation, and construction. The platform mainly uses a 4S shop model similar to a car. After contacting the sales, customers can make an appointment to see the board in the factory, and freely choose services such as the appearance, style and decoration characteristics of the house. There are about 20 kinds of templates. Customers can choose to build in accordance with the template, or it can be fully customized.
Tuyuan, in 2019, is positioned in the rural market, and is committed to integrating throughout the industry chain through “Black Technology Intelligent Construction+Internet Intelligent Camp+Rural Revitalization Think Tank”. The company has developed the Bolt PC prefabricated concrete assembly construction technology. Tuyuan contains the homestay reservation platform “Fun You” and the e -commerce platform “Tu Li”. The business model includes bookstores, farms, stations, camps, etc.
Anneng Green Construction, in 2014, engineering construction service providers and green building energy -saving solutions, products involved building energy -saving technology, passive ultra -low buildings, prefabricated buildings, etc., the main managers came from the army’s military leader. Investors include the National Development Bank Development Fund and the Industrial Development Fund of SDIC areas.
Jundao Housing Workers, in 2015, is committed to becoming a green intelligent prefabricated building comprehensive solution provider of the production and development design, component and supporting products, and assembly interior of the container -fitting construction, component and supporting products. The company has established intelligent manufacturing bases and supporting engineering companies in the five major regions such as East China, Central China, and Southwest. It has established 24 production bases across the country with a production capacity design of 1.3 million m3. It has PC component production flow lines and automated systems.
The old friend space, 2017, is a comprehensive service platform for the low -rise prefabricated building comprehensive service provider, focusing on the tourism industry’s fast -installed building products and solutions. The company has three types of service models of building products direct sales and leasing, personalized design customization, and the EPC service model of the entire project.
In 2015, in 2015, comprehensive prefabricated construction enterprises engaged in construction industrialization, industrial production, product sales, on -site assembly, technology and service output, and general contracting, and developed the “small board hanging column” encirclement structure The system breaks through the limitations of traditional concrete prefabricated components. The company has three major production bases: Central China (Wuhan), South China (Haikou) and East China (Qingdao). Material production line.
Rui Riwei, in 2020, focused on rail transit operation safety and smart maintenance services, and built a “monitoring-diagnosis-maintenance-maintenance” closed-loop rail structure smart maintenance solution. High -speed rail and urban railway market. The current products and services are mainly for the narrow-oriented subway system. After the next 2-3 years, it will gradually expand to the wide rail system markets such as railway and high-speed rail.
Shengsheng Technology, in 2015, engineering survey and safety maintenance company is committed to the non -destructive testing technology of the full wave field. It is mainly engaged in the testing, monitoring and evaluation of underground engineering, civil construction engineering, etc., as well as the development of engineering instruments. Explore the empty cave defects that may exist in the ground 10 meters underground. The projects that have participated in include Nanjing Metro Station, Wuxi Underground Caves, and Xinjiang Er River.
The decoration industry is divided into home improvement and public clothing. The former is facing independent owners, and the latter is an enterprise and the government. The industrial chain includes three major parts: the supply system, design, and construction of the main auxiliary materials.
According to the statistics of Youou think tanks, the total scale of public and home improvement markets in 2020 was approximately 240,3.54 trillion yuan, and the total annual output value of the market was nearly 6 trillion yuan, accounting for about 6%of domestic GDP. However, looking at the entire decoration industry, the market is in extremely decentralized state. It once maintained the overall pattern of “big industry, small companies”, showing the phenomenon of high decoration unit price, opaque information, and low frequency of consumption. Essence
The general process is the decoration company docking designers and foremen to consumers to complete the design drawings and organizational workers’ construction. Because the owner has a weak perception of the auxiliary materials brand, the general decision maker is the foreman, and most of the main materials are involved in the purchase of the owner.
Specifically, according to Dangerous Capital Research, the industrial chain of design & construction is “designer & foremaster+home improvement company → consumer”; the industrial chain of the auxiliary materials is “auxiliary materials manufacturer → agent → dealer → building materials city retail retail Business → Albon; the main material industry chain is “main material manufacturer → agent → dealer → building material city retailer/specialty store → consumer”.
In the past three years, many companies have cut into the prefabricated bus market. The reason is that first, such as commercial chains, express hotels, brand rental apartments, etc., there is a clear demand for the short decoration time. The industrialized intelligent manufacturing and on -site assembly saves a lot of time; the second is energy saving and environmental protection. Overcoming buildings and government -led large projects need to introduce prefabricated decoration to meet the corresponding indicators such as assembly rates, energy conservation and environmental protection; third, cost advantage. In the next few years, prefabricated interior costs will be lower than 10%of traditional decoration. The entire assembly will be assembled. The market will explode in full, and the layout of advance is the key.
There are also large pain points at the supply chain level. On the one hand, many participants cannot describe the specific needs of the company’s internal transformation, and the market also lacks a clear digital application channel in the market; on the other hand, most companies face the supply chain in design solutions, deepening typesetting, and accurate calculations. In the demand for data circulation, there are few corresponding assembly decoration software technical solutions in the market.
As far as listed companies are concerned, Golden Mantis, Yaxia Co., Ltd., and Quanzhu Technology are all deployed in the industrial decoration market, involving parts and component systems, technology platform research and development, and industrial base establishment. Innovative enterprises also expand their business at the level of decoration design, industrial collaborative management and new technology decoration.
(1) Comprehensive design
Kujiale, in 2011, home improvement design SaaS service provider. The company platform has 90%of the nation’s units, with a total registered user of 25 million, of which 8 million designers are designer. At present, the company focuses on ecological construction through design capabilities, and has aggregated more than 200 ecological partners, involving more than 20 segmented industries, including integration of design management, front -end and back -end docking, smart building management, new retail stores, VR interaction, real estate agencies, etc. More than 100 digital solutions provide digital services for everyone.
Sanwei Home, in 2013, the home industry Internet platform, focusing on digitalization of full links in the home industry, the design side launched a 3D home cloud design system, the manufacturing side develops the 3D home cloud manufacturing system and CNC system, and realizes the precise docking of products from drawings to manufacturing. On the marketing side, the “Home Designer Softfare Platform Platform” has been developed, linking online and offline, and supply and marketing, and realizes factory direct sales, design and cargo, and 3D consumption experience.
(2) Industrial collaborative management
Zhipei Store Installation, in 2020, the digital store installation supply chain platform that is deeply cultivated in the chain store is based on the “design+installation” SaaS cloud system as the starting point. The partner in the value chain is the core of the establishment of a one -stop procurement platform , Go to the middlemen, let the profit be given to the client and delivery terminal, and open the industrial chain. There are currently four subsidiaries, two brands in charge of small -scale catering industry, and the two are responsible for high -end market expansion such as luxury goods.
Second Elephant Technology, in 2020, the prefabricated decoration digital service platform, mainly facing the fields of home, public clothing, real estate, etc., provides online design, online disassembly, rendering, one -click distribution workers, project management and control, project collaboration and other scenarios to solve the solution The plan and the entire process SaaS software services, at the same time establish a prefabricated decoration employment service platform, link industrial workers, and provide professional labor sharing to the society.
Don Quixote, in 2016, chain commercial space digital rendering platform, around the full life cycle of indoor hardcover engineering, provides design, construction, operation and maintenance one -stop digital installation and delivery service, and its BIM system can automatically generate a design plan , Three -dimensional construction drawings, budget lists, progress plans, labor plans, material lists, procurement plans, process methods and operation and maintenance model data. The company adopts Didi -style platform distribution model. The construction team and material dealers need to settle in the Don Quixote Digital Real Estate Platform. The industry database reached 300W+.
Ruban arrived at home. In 2015, a one -stop service platform for home installation and maintenance, focusing on the last mile service of installation/maintenance. Luban’s home platform is connected to multi -terminal users, including platform operators, households, households, single -order masters, and terminal consumers. In the past three years, the annual compound growth rate of orders has exceeded 400%. It has exceeded 1.8 million masters across the country and has spread throughout 600 cities. It has grown the fastest and largest scale in the comprehensive category platform service provider of the track.
Living well, in 2015, is a vertical home content community for C -end users. Its products include good living mobile applications (platforms), good residence guidelines (new media). Through the home improvement consumer decision -making app, the company connects China’s emerging consumers, consumer brands and decoration design services to build a smooth consumer experience and commercial closed loop. As of last year, there were 20 million registered users, and the monthly active households were about 4 million.
Passing the family, in 2014, the vertical Internet ecological platform with the cut -off port was used to provide high -standard hardcover services and soft -decorated products. At present, it has cooperated with domestic central enterprises, state -owned enterprises, and listed real estate companies. From the end of 2014 to the present, it is established to the present. Five branches have been established across the country, including Taiyuan, Xi’an, Chongqing, etc. In the next five years, the company will set up home+branches in provincial capital cities across the country.
(3) New technology decoration
Indeco leads Zhicang, in 2016, transforming the traditional decoration industry chain with the Internet thinking, providing one -stop decoration services from space design, material matching, product selection to construction process control, and has realized the business system and engineering management system, such as business systems and engineering management systems , Completion of the supply chain system, cost system and other business processes. Indeco signed a total of 258 projects in August 2021, involving two major areas of office space and chain business.
Transformed building blocks, in 2018, a family developed by R & D, from design, accessories to installation integration, integrating the entire industrial chain through data, reducing the dependence of auxiliary materials and artificially in traditional decoration, and realizing the standardized technology company of decoration. Recently, the company cooperated with Zhangjiagang to invest 1 billion yuan to build a Yangtze River Delta base, including smart factories, R & D centers, and digital intelligence B2B2C industry cloud platforms. In the next step, the company will transform to SaaS service providers.
Lianmei Technology, in 2016, chain commercial space decoration service provider, based on BIM technology, has developed a DIM+digital decoration system, which can reduce the average rework by 90%, shorten the construction period by 30%, and save 30% of the cost. Lianmei focuses on head brands in retail, new catering, medical care, education and other industries, and provide online store consultation, store decoration, marketing promotion and other services for stores. Customers provide overall solutions.
Pony quickly, in 2011, is positioned in the long -term rental apartment decoration market. By using new materials and upgrade processes to create an industrialized product of interior, more than 20 brand apartments such as Anxuan Apartment, Apartment Apartment, Xuhui Real Estate, and Xuhui Real Estate V+SPACE International Youth Community and other science and technology spaces have reached cooperation.
Harmony House, in 2012, has a whole -house prefabricated decoration technology and part of the product system. At present, 12 major systems that meet the prefabricated decoration of the whole house have been formed. The prefabricated decoration technology has actually been applied to nearly 100,000 sets of pre -decoration housing and 100,000 square meters of public buildings.
Victoria House, in 2017, the overall bathroom and prefabricated interior service providers are different from the traditional overall bathroom fixed size and single choice. The company uses patented flexible manufacturing technology to achieve customization of space and functions.
It is also my technology. In 2014, VR technology suppliers, through self -developed AI algorithms, were used in the field of machine vision to integrate VR+AI technology to achieve low -cost, high -efficiency 3D scene model building technology, and its brand “123 viewing” A series of real estate SAAS applications have been provided, which have realized the launch of domestic head real estate platforms such as Anjuke, I love my home, Central Plains Group, Country Garden and other domestic real estate platforms and enterprises.
05 operation and maintenance management
The later period of the building belongs to the space operation and service industry, including residential property management, public construction business management and urban services, and provides services for residents, enterprises and institutions and local governments.
The upstream of the industrial chain is responsible for the supply of property resources, including construction materials, communication and software services; the midstream is mainly a property company associated with real estate developers, responsible for comprehensive property management, such as maintenance, cleaning, parking management, community value -added services, etc.; Downstream service objects; It is a specific owner or tenant.
According to the data of the middle finger research institute, real estate management in 2021 gradually converted into intelligent construction in combination with cloud computing, AI, big data, AIOT, 5G, etc., such as Country Garden services and Alibaba Cloud’s cooperation around smart property management and digital communities. The first phase of 100,000 people went online to unify the enterprise address book, intelligent form filling, service window, etc. to achieve efficient collaborative office. The Research Report of Zhong Liang Falcon also mentioned that future office and asset management will become the two trends of real estate technology enterprises.
Focusing on future offices, new innovation model explorations are constantly emerging.
For example, enterprises match the flexible office space according to the customer’s custom needs matching, while providing leasing management software that simplifies the process; reshape the spatial function layout and facilities and equipment to further meet the collaboration needs; Automation management.
Focusing on asset management, the digital, automation and intelligent analysis of real estate have brought about room for asset upgrade.
Due to the digital transformation of traditional properties and real estate industries, there are still pain points in industries such as software and hardware discomfort, information islands, high cost, and low efficiency, which has also become one of the directions for many innovative companies.
In 2017, in 2017, it focused on real estate asset management, developed DOMES digital management systems, serving business buildings, various parks, joint office space and other formats, and built smart access control, intelligent passage, smart conference rooms, smart lighting, smart lighting, and smart lighting, smart lighting, and smart lighting. Smart security, intelligent energy -saving and other scenarios provide system support for the securitization of commercial real estate assets.
In 2017, a digital property management service provider provides customers with standard modeling, service visualization, intelligent automatic salary, AI operation optimization, etc., and accept customers through digital consulting, special subcontracting, full management commission, etc. Multiple paid models. At present, the company has accumulated nearly a hundred sets of service standard data covering all types of work.
Deng Keyun, in 2020, focuses on the digital SaaS service provider of real estate technology technology. The company has set up a complete set of “commercial investment promotion marketing management+spatial asset operation management+tenant operation service system” to provide commercial real estate with asset management, investment promotion tools, building information visualization, asset risk early warning, corporate services A solution.
Craftsman Technology, in 2015, commercial real estate digital service provider, the main product is the building management SaaS -Creams platform, which has covered 22 cities across the country, over 16,000 buildings, and the management area exceeds 200 million square meters. At present, China Merchants customer portrait system, customer acquisition tools and big data platforms are also introduced to build a full ecological digital infrastructure of commercial real estate.
Le Soft Cloud, in 2006, focused on digitalization of property and real estate industry. The company provides users with platforms such as property management platforms, commercial asset management platforms, commercial asset management platforms, project full life cycles, employees’ full life cycle, budget contract inspection integrated, cloud colleges, smart communities, smart parks and other platforms. Investors are Ruijia Assets and Mingluo Technology Group.
Si Control Electric, in 2008, provides customers with solutions such as construction intelligence, energy management systems and on -site construction services. The company is converged by a group of scientific and technological personnel with many years of design, construction, and management experience in the intelligent, HVAC, and energy management industry. It has the ability to have the ability to design and build a weak electricity system, energy management software platform, automated system design and construction.
Third, possible new tracks and new directions
Building carbon neutrality is a topic that will continue to talk about the next 20-40 years.
In a sense, the success or failure of the carbon and decision -making carbon neutrality. Globally, the construction industry contributes 40%of the total carbon emissions. Among them, in 2018, the total carbon emissions of the entire domestic building accounted for 51.3%. According to the Beijing Green Finance and Sustainable Development Research Institute, Gaoma Industry and Innovation Research Institute, the construction department may become the latest major departments in China to achieve carbon neutrality.
From the perspective of the path, the carbon neutralization of the building is divided into three levels. One is zero -energy -consuming buildings, which uses energy saving and emission reduction and negative carbon technology to offset operation emissions. Carbon footprints and inefficient methods; third, various enterprises or organizations of the building realize the process of production and operation of carbon neutrality. As mentioned in the wing construction technology “Building Carbon Neutral and White Paper”.
On the one hand, the opportunity inside, on the one hand, the prefabricated buildings and steel structure industries are the trend of carbon reduction; on the other hand, new materials and photovoltaic buildings (BIPV) tracks in the context of new energy are important One of the ways, its blue ocean market needs to be developed.
Unlike BAPV, it is simply attached to the building. The BIPV photovoltaic building emphasizes system integration and is highly combined with architectural design, construction and installation, and puts forward higher requirements in terms of ornamental, safety, and environmental protection. The upstream of the BIPV industry chain mainly produces photovoltaic components; midstream is a system integrator, involving applications such as roof, curtain wall, and shading boards. According to the data of Guangfa Securities, with the growth of the photovoltaic industry, the potential market space for BIPV in my country can reach up to 900 billion yuan. Suppliers of building materials and design and construction links such as photovoltaic glass, curtain walls, steel structures and waterproof construction will participate.
Steel -structured enterprise such as Southeast Grid proposed “EPC+BIPV” strategic transformation, which contributed 150 million to the Foster joint venture to develop a photovoltaic power generation market; building materials companies such as Oriental Yuhong and Xinyi Power jointly developed photovoltaic roof integrated products; architectural design companies For example, Qidi designed and developed roof photovoltaic power stations; curtain wall structure companies such as Ruihehe shares and Victoria ’s industry have continuously deployed the field of light on the curtain wall.
Focusing on the research and development of photovoltaic building product technology, new generation of design and construction, and the industry’s entire process of carbon assessment and carbon monitoring will become one of the several directions for innovative enterprises. For example, Jing Daxin Energy develops BIPV bracket products to solve the pain points of distributed photovoltaic projects; Mizuki carbon clearing a set of carbon nuclear calculation models from original data to emission data, covering carbon emission monitoring services in many fields.
At present, urban renewal is a hot spot, as a cross -disciplinary, multi -party participation, and full life cycle.
The development of architectural technology has evolved the two parts of the city’s building single and infrastructure into the physical space composed of building materials and the digital space composed of code. Under the blessing of various technologies and management theories in different fields, including the financial securities market The value of digital space will be further enlarged.
Thanks to the development of science and technology such as digital twin, CIM, BIM, and Yunda movement, the smart operations, smart management, and smart services of cities have become important forces to promote urban renewal.
Building technology will accelerate the digitalization of urban assets, and the value of its digital extension will continue to integrate with urban renewal.
After taking stock of the companies on all aspects of this track, we also made some simple thinking about the future “construction technology” entrepreneurship. Welcome to discuss with us in the comment area.
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