大家从，量，价，时，空，分时，筹码，题材七个角度进行系统分析。一定不能懒，这是培养自己大局观的重要方法。而题材我们来补充。
The excessive consumption and waste of resources and energy caused by traditional construction methods are an ongoing issue. Therefore, accelerating green and low carbon development is of great significance to the high-quality development of the construction industry. It becomes urgent to expand digital technology and intelligent means to enable the transformation and upgrading of the construction industry. As a digital platform provider, Glodon has applied science and technology to enable the development of the construction field. In accordance with the actual situation of the industry and the requirements of green development, Glodon has actively explored and made continuous breakthroughs. By taking advantage of AI, cloud computing technology, data on the cloud, big data, etc., Glodon has reduced the comprehensive carbon emissions, facilitated the smart development and low-carbon transformation of the industry, and actively responded to the challenges of climate change. Based on 'ecosystem + intelligence', Glodon has put forward the theory of 'double gene integration and double spiral development', promoted the implementation of smart ecological integration and innovation projects such as Yangtze River simulator and smart Guangyang Island, and enabled smart ecological governance. On the basis of implementing resource saving and advocating energy conservation and emission reduction, and with consideration of energy management system in building design, Glodon uses the smart office operation system to continuously improve the utilization efficiency of environmental resources, enhance employees' environmental protection awareness, advocate green working and to jointly create green office atmosphere and enjoy green life. Meanwhile, as an Internet platform in the construction industry, we strive to facilitate the application of various new technologies in city development ranging from independent system to system ecology and from software platform to digital twin urban space of infrastructure and infrastructure platforms, thereby continuously facilitating city development by information technology and product business, promoting coexistence between digital building and the environment and enabling the implementation and development of green building in China, with a view to making a contribution to environmental protection.
数字造价：云转型成效显著，迎来业绩兑现期。
公司自2017年起开始造价云转型，2021年最后四个地区进行转型，截止至2021年上半年，2017年和2018年转型地区的转化率>85%，续费率>80%；2019年转型地区转化率、续费率均>85%；2020年转型地区转化率达到70%，续费率>85%；2021年新转型地区的转化率>40%，成效显著。公司收费模式由传统的软件销售（一次性销售软件费+后续升级服务费）转变为按年收费的SaaS模式，相关收入由一次确认转变为按服务期间分期确认，因此转型期利润承压。从业务发展角度来看，公司云转型后能够平滑业绩周期、提高软件和增值服务付费率、增加用户粘性和厂商市占率，进一步激发业务活力；从财务角度来看，公司数字造价业务毛利率超90%，盈利能力优越；从行业空间来看，我们预计2025年我国造价软件市场规模约90亿元，公司作为行业龙头有望尽享行业红利，实现长期可持续性发展。
数字施工：瞄准建筑信息化下智慧工地蓝海市场，成长空间广阔。
建筑业是我国支柱产业之一，2020年建筑业增加值占我国GDP的7.2%，从业人数占我国劳动人口的5.5%，在保增长、稳就业中发挥了重要的作用。在我国人口老龄化和经济增长放缓大背景下，建筑业面临人力成本上升、信息化投入不足、利润率偏低的问题，传统的粗放式发展模式难以为继，亟待信息化转型。智慧工地是一种崭新的项目管理理念，将传感、移动互联网、大数据、云计算、AI、BIM等先进技术融入到施工现场之中，使得建筑施工更安全、更高效，根据智研咨询和新思界统计数据，2020年我国智慧工地市场规模为138.6亿元，预计2025年达到360亿元，年复合增速为21%，增长势头强劲。2014-2020年公司数字施工业务由0.83亿元增加至9.43亿元，年复合增速约50%，智慧工地处于蓝海市场，公司市占率仅为6.8%，成长空间广阔。
数字设计：政策推动的国产化浪潮下未来可期。
建筑信息化工具BIM的基础软件被国外厂商Autodesk（全球市占率67.92%）、Benteley（全球市占率14.37%）所垄断，我国陆续出台建筑业信息化相关政策，我们认为一方面以BIM为核心的建筑信息化市场规模将快速增长，另一方面国内厂商有望乘政策春风，在国产替代趋势下实现弯道超车。2020年全球BIM软件市场规模约为56亿美元，公司作为深耕建筑信息化行业的造价软件龙头拥有服务的技术经验，又收购BIM设计厂商鸿业科技，未来可期。
建议设好47.11元作止损保护的前提下，积极参与。目标价：55.33元左右。
恒基战法已经研究出同花顺版本涨停主图，倍量主图，以及资金流向。
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