Construction Full-Process BIM+AI Collaborative Management SaaS

📌 Background

In 2026, multiple construction management and BIM design collaboration standards were issued, accelerating the standardization of the industry's digital foundation. Glodon disclosed 2025 revenue of RMB 6.068 billion, net profit attributable to the parent company of RMB 405 million, a year-on-year increase of 61.77% (according to the company's financial statements). Affected by real estate cycle fluctuations, construction enterprises rely more on management SaaS that combines digital construction with AI for dynamic cost control and schedule red-light warnings, in order to reduce costs and increase efficiency.

👤 Target Customers

General construction contractors, engineering management parties, cost consulting institutions, etc.

💰 Revenue Streams

1) SaaS subscription fees: annual account fees for modules such as BIM collaboration, engineering management, and smart construction sites; 2) Value-added service fees: advanced functions such as AI intelligent quantity takeoff and schedule prediction, plus implementation and integration fees; 3) Project on-site staffing: assign accompanying coaching instructor teams according to the construction period, with class-hour packages following the bid section.

🧮 Cost Structure

R&D costs for vertical large models and cloud-native foundation; cloud computing power and storage resource expenses; labor costs for heavy implementation delivery and sales teams.

🛡️ Moat

Vertical AI capabilities trained on accumulated massive historical cost and engineering project data; BIM digital twin foundation deeply aligned with the latest industry standards.

🔑 Keys to Success

• Digital foundation that connects the full-element database of BIM collaboration and engineering management
• Drive the transformation of cost SaaS from a pure tool to AI value services
• Deeply participate in formulating and responding to the latest 2026 management standards

⚠️ Risks

• Tight capital chains at construction enterprises lead to SaaS account defaults and bad debts
• Overly heavy customer customization needs reduce SaaS standardized gross margins

🏢 Cases

• Glodon
• Wanjian Software
• Blue Planet

📊 SWOT Analysis