The prospect of new building materials can be expected

With the advancement of urbanization, the demand for building materials will be stimulated and the entire industry will benefit. However, people in the industry believe that under the background of absolute excess production capacity, the traditional building materials industry such as cement and glass will still face a weak balance between supply and demand imbalances. New building materials are generally optimistic and the outlook is worth looking forward to.

New building materials become a bright spot At present, there are signs of acceleration in urbanization. The National Development and Reform Commission is working on the "Plan for Promoting the Healthy Development of Urbanization (2011-2020)", and relevant national departments are actively preparing for the National Urbanization Working Conference. This will be the first high-level urbanization held nationwide since the start of urbanization. Special meeting. The local government is also actively studying, in order to win the opportunity in this round of urbanization. It is reported that Zhejiang is considering setting up a single-use index system for small-scale pilot cities and towns, and is striving to be the first pilot city in Zhejiang to “set a town out of town”.

The promotion of urbanization will boost the demand for building materials, but in 2013, the downstream demand is hardly noticeable. Under the background of absolute excess capacity, the traditional building materials industry such as cement and glass will still face a weak balance between supply and demand imbalances. With the deepening of urbanization, taking into account the prominent contradictions in the dualistic structure and the weak agglomeration capabilities of small and medium-sized cities, the development of urban-type urbanization based on core cities will become the mainstream in the future, and this transformation will become an investment structural transformation of the building materials industry. The driving force.

In general, in the early period of accelerated urbanization rate of 30%-50%, the proportion of infrastructure investment shows a rapid upward trend. When the urbanization rate increases to more than 50%, the proportion of infrastructure investment growth tends to be stable. Judging from the development history of Japan and South Korea, with the increase of urbanization rate to a certain level, the infrastructure investment structure will gradually shift from traditional building materials to urban supporting new building materials. At present, the urbanization rate in China has exceeded 50%. During the new urbanization process in the future, the industries such as enamel upright panels, gypsum board, waterproof coatings, and water supply and drainage pipe network systems will become important directions for future investment restructuring.

In addition, the development of the new building materials industry has also been strongly supported by policies. The overall energy consumption of the building materials industry is relatively large. The production energy consumption accounts for about 9% of the national energy consumption, and accounts for about 15% of the industrial energy consumption. The "12th Five-Year Development Plan Outline for Building Materials Industry" pointed out that the building materials industry should vigorously develop moisturizing and heat-insulating materials, accelerate the construction of new wall materials and energy-saving doors and windows, and continue to promote the innovation of wall materials and building energy-saving work. By the end of the “Twelfth Five-Year Plan”, the ratio of the output of new wall materials to the total amount of wall materials has reached more than 65%.

Relevant company performance can be expected Jiayu shares are mainly engaged in building energy-saving doors and windows, curtain wall R & D and design, production, processing and installation business, in the industry has become a leader in the overall strength. According to the “Twelfth Five-Year Plan” energy-saving plan, 95% of newly-built buildings will implement the latest energy-saving standards, and 450 million square meters of existing residential buildings will undergo energy-saving reforms. Incremental and existing building energy-saving will result in huge market space for energy-saving doors, windows and curtain walls. .

The promotion of urbanization will also create a vast market space for the plasterboard industry. Beixin Building Materials Co., Ltd. is a leading company in the gypsum board industry, which specializes in new building materials, new wall materials and new types of houses. In terms of production capacity, the company has already established production lines throughout the country and reached 1.2 billion square meters at the end of 2011. Its planned production capacity of 2 billion square meters is expected to be realized in advance. In terms of sales channels, the company's sales network is currently spread throughout the country. Due to the significant increase in production capacity and sales volume, the company has scale advantages, strong cost control capabilities, and barriers to potential entrants. In addition, the company has a market share of close to 50% and has strong bargaining power in the industry.

The space board owner's business is the R&D, design, production, sales, and supporting services of space board (foamed cement composite board) products. Space board belongs to the company's independent innovation products, is a new type of building materials with light and high strength, energy-saving insulation, fire prevention and dew condensation and other characteristics. People in the industry believe that the new urbanization will bring development opportunities for the space board industry.

In 2011, the area of ​​newly-started residential buildings in China was 1.472 billion square meters, which was much higher than the factory buildings and warehouses in the same period. With the deepening of new urbanization, the investment development of the future urban economic circle is expected to accelerate its development. The relatively mature economic circumstances in the eastern Beijing-Tianjin-Hebei, Yangtze River Delta, and the Pearl River Delta will further increase, while the central and western regions will accelerate the development of new ones. Urban agglomerations form new growth space. On the whole, China is currently in the middle and late stages of urbanization. Apart from satisfying the living needs of new immigrants, it is also necessary to adapt to the rapid rise in the demand for commercial and social activities and to improve the quality of residential properties. The development of urban housing, public buildings, commercial land, new rural construction and the construction of affordable housing in China still have a lot of space.