The high-level meeting emphasized that it is necessary to grasp the wave of new scientific and technological revolution such as artificial intelligence, adapt to the requirements of harmonious coexistence between man and nature, maintain and enhance the advantages of complete industrial system and strong supporting capabilities, efficiently gather global innovation elements, promote industrial intelligence, greening and integration, and build a modern industrial system with integrity, advanced and safety.
The iterative evolution of large models, the continuous landing of AIGC (artificial intelligence-generated content) applications, and the increase in policy attention to artificial intelligence education (Zhejiang Province has included artificial intelligence as a compulsory course in primary and secondary schools) may accelerate the growth of the youth AI training market, while the combination of massive teaching data (such as question banks) in vertical subdivisions with large models may drive the opening of AI-assisted teaching market segments.
AIGC (AI Production Content) is based on algorithms such as generative adversarial network (GAN), large-scale pre-training model, and Diffusion model, which can realize the transformation of AI from "imitation" to "creation", and at the same time, it can continue to grow through feedback iteration and improve the quality of content output, which is expected to completely subvert the design industry ecology. With the gradual maturity of algorithm models, AI is expected to realize a complete closed loop of "demand input"-"AI design"-"demand feedback"-"design update", greatly improving design efficiency and optimizing business models.
The large model represented by GPT has brought more intelligent and humanized interaction mode changes to the tool software, but the strong is Hengqiang, and the core capability barrier of R&D and design manufacturers is still independent core + massive component material library + high industry coverage. Meng Can of Guojin Securities and others said in a research report on March 26 that the current AI acceleration of application helps leaders break through supply bottlenecks, technology and brand advantages can be better played, market share is expected to continue to increase, and the competitive landscape is expected to be optimized. At the same time, relying on the first-mover advantage in the AI field and the algorithm platform based on continuous iteration of abundant resources, the head design institute is expected to build a moat in the field of design AI and further consolidate its leading position.
The author believes that the breakthrough development of AI technology has brought great innovation to Internet user communication, experience sharing, data mining, content presentation, etc., and the efficiency of information interaction and content creation will also be significantly improved. At present, major Internet companies are also focusing on the development of new products and tools integrated with AIGC, and the first companies to achieve results in related fields will also gain competitive advantages in their vertical tracks.
So the point is, how to seize the opportunity of this wave of AI+ architectural design? I have sorted out the list of AI+ architectural design concept stocks for everyone, and it is expected to rise sharply in the future!
Research Institute: Company Highlights: Henan Province's transportation industry is in a leading position In terms of digital intelligence business, the company established a digital intelligence technology working committee and issued the "Management Informatization Implementation Plan", which clarifies the development path and goals of informatization in the next three years. Continue to promote business management informatization, the knowledge management platform, scientific research project management platform and human resources information system are put into operation, improve the upgrade of collaborative design platform and the construction of financial automation information platform, actively promote data connection between platforms, and effectively support the company's scientific management decision-making.
Gan Consulting: Company highlights: Among the listed companies in the same industry, the only consulting service company with multiple industries and specialties Promote scientific and technological innovation and digital technology to a new level. Compile the "Digital Enterprise Construction Plan" to promote the comprehensive improvement of the digital capabilities of the group company. Hold special lectures on metaverse, digital economy and digital technology to promote the application of digital technology and improve digital production capacity. An integrated management and control platform has been built, which has effectively improved management efficiency.
Surveying and Mapping Co., Ltd.: Company Highlights: National High-tech Enterprise, has won the National Excellent Surveying and Mapping Engineering Award and other major awards in many industries The application of new technologies is changing the production mode of the industry. The integrated application of new technologies such as the Internet of Things, cloud computing, mobile Internet, big data, and intelligent manufacturing has been continuously promoted;
Huayang International: Company highlights: With Grade A qualification in the construction industry and Grade A qualification for engineering cost consulting, Huawei is a customer of the company Artificial intelligence will bring profound changes to the architectural design industry. The "14th Five-Year Plan" outlines that we will accelerate digital development, build a digital China, adhere to innovation-driven development, and develop intelligent construction;
Zhubo Design: Company Highlights: Mainly engaged in the design and consulting of architectural design and related businesses Main business: Engaged in the design and consulting of architectural design and related businesses.
Zhongheng Design: Company highlights: Engineering design, project management and general contracting business has reached the leading level in China Main business: engineering design (including prefabricated design, low-carbon green building design), engineering general contracting in the field of architecture
Huatu Shanding: Company highlights: has a more comprehensive architectural design ability and customer service ability Main business: providing architectural engineering design and related consulting services.
Hanjia Design: Company highlights: The company has a number of qualifications such as architecture, landscape architecture, geotechnical, municipal and other engineering design and survey Main business: engaged in architectural design, municipal public utility and environmental design, gas heat and energy design, garden landscape design
Euan Design: Company highlights: The company's market share occupies the first echelon position in private architectural design enterprises Main business: R&D, consulting and technical services of architectural design business
Hope shares: Company highlights: one of the important architectural design and service providers in the field of private construction in China Main business: architectural design business, providing customers with conceptual planning and design, scheme design, preliminary design, etc. in the field of architectural expertise
Construction and research: Company highlights: in engineering testing, green building, building energy saving, new building materials and other fields of core competitiveness Main business: engineering design, engineering testing, engineering design and consulting, project supervision, project management, whole process consulting, building energy saving
June Big Bull Valley
Cambridge Technology that recently took fans to play eats 80CM+, Zhongke Shuguang 80CM+, and Chaoflood Communications eats meat 20CM+, at the same time, it has also seized a lot of opportunities to double bull stocks before, such as China Science Transmission, Shengtian Network is 90% of the big meat off
By replaying and selecting a mid-line sodine sugar, there is a potential for doubling.
1. The sector in which it is located belongs to the national key support industry;
2. The valley belongs to the top leader in the industry, and the performance announced in the first quarterly report is very good;
3. The valuation of this valley is relatively low, compared with other valleys in the sector, the current valuation is less than 10 times, and the gross margin and net profit margin are very good;
4. Institutions are also optimistic about the valley, have entered the market in large quantities, and the stock's recent upward trend has been established, which is expected to accelerate, and the expected return is 60%
In order not to disturb the rhythm of the main forces, I will not say specifically here.