Architecture, engineering, and construction software is used by real estate companies, construction firms, surveyors, interior designer, and mechanical & electrical piping engineers for effective project life cycle management. The key objective of architecture, engineering and construction software is to enhance project performance and produce better outcomes. AEC helps construction managers to gather data and information from relevant disciplines and communicate more effectively. Enhanced data communication and coordination among various stakeholders, architectures, and construction supervisors is coupled with improved construction productivity to provide a leading edge to AEC users.

Alternative building material are sustainable building material such as bamboo, recycled plastic, wood and other such ecofriendly materials. These alternative building materials are used to construct buildings, furniture and flooring for residential and non-residential infrastructures. For the purpose of analysis, the report segments the global alternative building material market based on material, application, end-user, and region. The report provides information about various types of alternative building material and revenue generated by sales of alternative building materials, which are sold through OEMs or dealers.

4 月基建呈现强韧性，水利投资保持高增。稳增长优先发力基建逻辑持续印证，22 年水利工程项目加快推进、水利基建需求或超预期；上海复工复产有序推进，地产调控放松，预期地产销售降幅逐步收窄。推荐最低估值中国铁建，优选新能源基建中国电建、中国能建。

下游及前瞻指标——疫情影响下基建投资、地产、制造业投资均环比放缓。2022年1-4 月，固定资产投资同比增长6.8%，较1-3 月增速下降了2.5 个百分点。1-4月基础设施投资（不含电力、热力、燃气及水生产和供应业）同比增长6.5%。其中，水利管理业投资增长12.0%，公共设施管理业投资增长7.2%，道路运输业投资增长0.4%，铁路运输业投资下降7.0%。

腾亚精工（301125.SZ）是国内射钉枪及建筑五金领先生产商，燃气射钉枪占据国内燃气射钉枪市场60%以上份额，五金制品领域与日本大客户稳定合作。2021年公司实现营业收入4.80 亿元，归母净利润0.54 亿元。截至2022 年5 月18 日，可比公司对应2021 年平均PE（LYR）为23.64 倍（剔除100 以上极端值锐奇股份、康平科技）。