Glodon Company Limited's key research participants included China Asset Management: Fan Linjun and Harvest Fund: He Mingxiao, Chang Zhen.
The research summary highlighted that the gap between the company and Autodesk (ADSK) primarily stems from different starting points (ADSK entered from the design end with a high degree of globalization; Glodon started from cost management, focusing long-term on the domestic market) and differences in the stages of global layout. Currently, the engineering construction industry is developing toward full-process integration, with technologies like BIM and AI reshaping the industry landscape. The company has rapidly accumulated graphics technology and is strategically positioning around globalization, AI application, and integrated capabilities. It believes future leaders will be software service enterprises spanning the entire lifecycle.
Prioritizing business growth while ensuring stable profits and cash flow, the company is proactively focusing on and scaling back non-core businesses while increasing investment in proven areas like infrastructure, new energy, and overseas markets. AI has been fully integrated into the company's R&D processes, improving efficiency by 30%-50%, though organizational efficiency gains need to align with business models. Low-threshold coding tasks will be replaced, while core R&D personnel will shift to higher-value business activities.
The business model is evolving from SaaS to WaaS and RaaS. For example, the industrial installation quantity calculation product already uses a WaaS model, charging based on workload. Growth over the next three years is based on a "concentric circles" model: the digital cost business will expand into infrastructure, water conservancy, and overseas markets; digital design will focus on building construction, infrastructure, and the European market; digital construction will prioritize breakthroughs in non-building construction sectors.
The company's AI strategy employs a "dual-engine drive" approach: the AI Engineering Department is responsible for implementing mature technologies, while the AI Research Institute focuses on forward-looking research in areas like 2D drawings and spatial physics. Data applications are handled by category, and digital twin technology is used to generate extreme working condition data for model training. For small and medium-sized enterprises, the company is modularizing and "Agent-izing" its products to achieve lightweight, full-scenario coverage.
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