The National Development and Reform Commission and five other departments have issued the 'Guiding Opinions on Vigorously Implementing the Replacement Action of Renewable Energy Sources,' which proposes promoting the addition of photovoltaic systems to existing building rooftops and promoting the installation of photovoltaic systems in new factory buildings and new public buildings that meet certain conditions. CITIC Securities' research report points out that in the future, the architectural BIPV will pay more attention to aesthetics, power generation efficiency, material costs, etc., making it easier for leading companies with advanced technology in the industry to develop.
The National Development and Reform Commission and five other departments have issued the 'Guiding Opinions on Vigorously Implementing the Replacement Action of Renewable Energy Sources,' which proposes incorporating the priority use of renewable energy into the planning, construction, renovation, and rebuilding of urban areas. It also promotes the addition of photovoltaic systems to existing building rooftops and encourages the installation of photovoltaic systems in new factory buildings and new public buildings that meet certain conditions.
Reducing carbon emissions in buildings is crucial for the comprehensive green transformation of future society. Since the beginning of this year, policies on comprehensive carbon reduction in buildings have been further implemented. In March, the National Development and Reform Commission and the Ministry of Housing and Urban-Rural Development issued the 'Accelerating the Promotion of Energy-saving and Carbon Reduction in the Construction Sector' plan, mentioning that by 2025, the area of new ultra-low-energy and nearly zero-energy buildings will increase by more than 0.02 billion square meters compared to 2023. In May, the State Council issued the 'Energy-saving and Carbon Reduction Action Plan for 2024-2025,' proposing that by the end of 2025, urban new buildings will fully comply with green building standards, and the rooftop photovoltaic coverage of new public institutional buildings and new factory buildings in urban areas will strive to reach 50%. The renewable energy substitution rate of urban buildings should reach 8%. CITIC Securities' research report points out that BIPV in buildings, as one of the main ways to achieve carbon reduction throughout the construction lifecycle, will pay more attention to aesthetics, power generation efficiency, material costs, etc., making it easier for leading companies with advanced technology in the industry to develop.
According to the Financial Data Center, among related listed companies:
Cente International Group and Longi Green Energy Technology have joined forces to jointly enter the integrated building photovoltaic field. The Cente BIPV system jointly developed by the two parties not only has superior photovoltaic power generation performance but also pays attention to comprehensive building material attributes.
Weiye Construction Group is actively laying out the photovoltaic construction track and has made significant progress. The company has implemented over ten photovoltaic projects including the 1.8MWp distributed photovoltaic power generation in Huaguan Technology in the High-tech Zone of Zhuhai City, and the first batch of more than 5.0 industrial new spaces.