Zhitong Financial APP learned that the information release of 2022 green building materials going to the countryside and the launch of the online platform will open today. Relevant responsible persons of the Ministry of Industry and Information Technology, the Ministry of Housing and Urban-Rural Development, the Ministry of Agriculture and villages, the Ministry of Commerce, the State Administration of Market Supervision and Administration, and the State Bureau of Rural Revitalization have all expressed their support for green building materials to go to the countryside. The release of information on the activities of green building materials to the countryside will become an important measure to expand domestic demand, promote consumption and steady growth, and play a positive role in promoting the formation of a green production and life style in agricultural and rural areas and promoting the revitalization of rural areas. Related concept stocks: Jitai shares (002909.SZ), Dongfang Yuhong (002271.SZ), Saint shares (603098.SH), Huaxin cement (600801.SH).
On March 14, six departments, including the Ministry of Industry and Information Technology and the Ministry of Housing and Construction, carried out activities for green building materials to the countryside in 2022, and about five pilot areas were selected to carry out activities in 2022. Pilot areas should guide green building materials production enterprises, e-commerce platforms, shopping malls and other activities to actively participate. Areas with conditions are encouraged to give appropriate subsidies or discounted loans to the consumption of green building materials. Encourage enterprises, e-commerce and shopping malls to benefit the people and boost green consumption.
It is reported that at present, more than 50 national media have decided to participate in and cooperate with the promotion. With the efforts of China Building Materials Federation and Promotion Group, the relevant government departments of Zhejiang, Sichuan, Shandong, Tianjin and other provinces and cities actively participate in the activities of green building materials to the countryside, strengthen the integration and promotion of centralized procurement, consumer subsidies, selection requirements, tax concessions and other support policies to promote green low-carbon building materials to the countryside. Let more people benefit, let green low-carbon building materials products become a new consumption orientation, and effectively promote the improvement of the consumption quality of urban and rural residents and the improvement of living environment.
Since our country began to put forward the carbon neutralization plan and made a solemn commitment to the international community to achieve carbon neutralization by 2030 and carbon neutralization by 2060, various industries in China have opened a green development model. The construction industry is one of the largest energy consumption and one of the major greenhouse gas emissions in the world. It is reported that its energy consumption accounts for more than 30% of the world's final energy consumption, and about 40% of the global greenhouse gas emissions come from the construction industry. Therefore, in the "double carbon" situation, green building materials have become the new "flow" of the construction industry.
According to the previous calculation of Hong Jie, chairman of three trees paint Co., Ltd., the current construction area of rural stock houses in China is 37.5 billion square meters. According to the 20-year repainting cycle, nearly 2 billion square meters of rural houses are facing transformation every year. It is roughly estimated that the annual building materials market for rural housing transformation is nearly 100 billion yuan; taking into account rural infrastructure construction, solar energy transformation, etc., the annual rural building materials market may have a market space of close to one trillion yuan.
In addition, according to institutional forecasts, China's green building market is expected to exceed 9 trillion yuan in 2025, with an annual compound growth rate of about 5%. Among them, the proportion of green building materials applications continues to increase, corresponding to the market size of about 1.3 trillion yuan in 2025, with an annual compound growth rate of about 3%.
Debang Securities said that with the mitigation of the epidemic, the acceleration of downstream resumption of work and production, the policy of green building materials going to the countryside continues to catalyze, and the inflection point of real estate fundamentals has been clear. at present, it will be the best time window for the policy to fall to the actual demand. the policy of the real estate side is more flexible, and the capital and projects at the infrastructure end are more matched and landed faster, the suppressed demand is expected to be centrally released, and the trend of increasing the concentration of consumer building materials is determined. Growth is still robust, consumer building materials leader is expected to walk out of the alpha characteristics.
Related concept stocks:
Jitai shares (002909.SZ): June, 2021, Hangzhou Green Building Materials Museum; August, Huzhou Green Building Materials Museum; September, Nanjing Municipal Government procurement support green building materials third batch of product information registration form; November, access to Qingdao second batch of green building materials procurement list and access to Foshan green building materials catalogue; December, access to Shaoxing green building materials collection platform.
Dongfang Yuhong (002271.SZ): announced on May 10th that it intends to invest 1.5 billion yuan in the construction of Dongfang Yuhong Dalian green building materials production base in Dalian, Liaoning Province, which is mainly engaged in the R & D and production of building materials such as waterproof materials, energy-saving thermal insulation materials and civil building materials.
Saint (603098.SH): mainly engaged in metal green building materials enclosure system, sound barrier system and soil restoration business in industrial and public buildings.
Huaxin cement (600801.SH): may 20, planned to cooperate in the construction of a green building materials industrial park with a total investment of about 10 billion yuan.