築友智造科技(0726.HK)受益裝配式建築行業發展 業績實現高增長
格隆匯4月16日丨築友智造科技(0726.HK)2020年股東淨利按年升43%,收入升56%,其中主業PC構件銷售收入增長58%,佔比已達到84%。集團是專注於裝配式建築全產業鏈的創新型高科技企業,業務涵蓋裝配式建築技術研發與運營、智能PC工廠的拓展與運營、預製構件的生產。住建部早前發佈「十三五裝配式建築行動方案」,明確規定裝配式建築佔新建建築面積比例在2023年及2025年分別要達到25%及30%,即是未來每年將提升2至3個百分點,去年滲透率已由2019年的13.4%提高至20.5%,持續大幅躍進。集團執行「家智造」戰略,打造創新全產業鏈協同模式,實現建築質量提升和裝配式建築成本降低,同時覆蓋智慧建築領域包括BIM、物聯網、大數據及人工智能,逐步拓展智慧園林及智慧裝飾業務,又與京東、金科地產、祥源控股及巨匠建設等多家知名企業展開戰略合作,以搶佔大灣區市場,未來幾年有望進入高增長階段。
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