Since 2018, the tide of shed reform has ebbed and the “old reform” has taken over, and the proportion of shed reform has decreased significantly.

The application of systematic doors and windows and thermal insulation materials can effectively reduce power consumption.

In 2008, the “ten-year shed reform” was fully launched and launched nationwide.

It belongs to an important part of the housing security system.

Indemnificatory rental housing: the goal is clearer and the degree of marketization is higher.

In September 2011, the general office of the State Council issued the guidance on the construction and management of affordable housing projects.

The Ministry of housing and urban rural development defined that affordable housing construction includes low rent housing, public rental housing, affordable housing and limited price housing.

Our model is reasonable, and the calculation of the number of affordable rental housing units is basically close to the policy guidelines.

Benefit direction of the construction sector: steel structure and precast buildings.

Risk warning: the promotion and construction of affordable housing policies are not as expected; There may be errors in the calculation; Risks related to the impact of the epidemic.

Welcome to the official account “Li Xiangjian” report 1 Summary of the security housing premium, pay attention to energy saving building materials, steel structure, cast rental housing: the policy continues to increase, since the end of 2020, the policy of low-income housing has been intensified.

Among the newly started precast buildings in 2019, commercial housing, public buildings and indemnificatory housing accounted for 40.7%, 21.6% and 13.4% respectively.

The government pays more attention to the environmental protection and energy conservation of building materials, and the proportion of green building materials is expected to increase.

The main body of the report 1 policy is overweight to explore a new model of affordable housing.

Loop Box

Benefit direction of building materials sector: energy saving building materials refer to the standards formulated by various provinces and cities, and we think we can focus on energy-saving building materials.

We estimate that the total number of affordable rental housing plans during the 14th Five Year Plan period is 7.67 million, and 2.36 million in 2022, which has a 4% pulling effect on the new construction area of houses and 2% on the investment in real estate development.

Affordable housing projects include affordable housing construction, shanty town reconstruction Reconstruction of dilapidated houses in rural areas, settlement of nomads and reconstruction of old urban communities.

Since 2021h2, many cities have announced their plans for affordable rental housing during the 14th Five Year Plan period.

In January 2022, the Ministry of housing and urban rural development mentioned that “we will vigorously increase the supply of affordable rental housing, focus on the net inflow of population and large cities, and raise 2.4 million affordable rental housing units throughout the year”.

Under the tone of steady growth, we attach importance to the incremental demand brought by affordable housing.

In terms of subject matter, we recommend the green products of the whole life cycle [Beixin building materials], pay attention to energy-saving glass [Qibin group], [CSG a], VIP core material [Zaisheng technology], VIP Board [Saite new material].

Combined with the real estate policy statement of the central economic work conference in 2020 and 2021, we think we need to focus on two points: putting the same right of rent and purchase on the agenda and reasonably regulating the rent level.

In July 2021, the general office of the State Council issued the opinions on accelerating the development of affordable rental housing, and the basic systems and support policies were gradually implemented; In December 2021, the meeting of the Political Bureau of the CPC Central Committee and the central economic work conference attached great importance to the construction of affordable housing and put the affordable housing policy at the forefront of the real estate policy; In March 2022, the government work report mentioned “promoting the construction of affordable housing” and “doing our best to help new citizens and young people alleviate housing difficulties”.

Since 2014, local low rent housing and public rental housing systems have been integrated; At the same time, the government proposes to integrate affordable housing and limited price housing system as the transition between leasing and self ownership, security and market; The central economic work conference in December 2020 mentioned that great attention should be paid to the construction of affordable rental housing.

Its structure and content are constantly updated.

2-3-storey houses with poor anti-seismic and fire-fighting facilities or low-level houses that are difficult to meet the safety requirements of low-rise and low-level residential areas.

Team Introduction Li Yang, chief of Minsheng building materials, won the 6th place (shortlisted) of the “best analyst of new wealth” in 2021, the 3rd place of sina’s “best analyst of Jinqilin”, the 5th place of “crystal ball”, and the 3rd place of wind’s “gold medal analyst”.

The policy promotes the level of affordable rental housing.

Housing security system is not a new term.

In 2017-2018, shed reform accounted for more than 40% of the national public finance expenditure on affordable housing projects.

On the one hand, precast construction can effectively shorten the construction cycle of affordable housing projects and reduce labor costs, which is expected to benefit simultaneously.

The government has accelerated the improvement of the housing security system with public rental housing, indemnificatory rental housing and housing with common property rights as the main body.

On the other hand, the life cycle cost of steel structure housing is slightly lower than that of precast concrete structure, which is more in line with the national initiative of green emission reduction.

Pay attention to energy-saving doors and windows, energy-saving wall materials, system solutions and other directions.

Among them, the positioning was improved, and affordable housing became the focus of attention during the 14th Five Year Plan period..

1.1 policy positioning is improved, and the development direction is clear.

Compared with public rental housing and common property right housing, indemnificatory rental housing: 1) there is no income threshold for the target group; 2) Investment and supply are more market-oriented; 3) The implementation area is more clear.

At present, affordable rental housing is an important part of the housing security system.

In terms of subject matter, focus on [Honglu steel structure], the leader of steel structure manufacturing, with obvious advantages of scale + management; [Huayang International], the field of precast design and BIM architectural design has the first mover advantage, and the platform management brings quality and efficiency improvement.

In addition, affordable rental housing has the attribute of social public welfare and low cost sensitivity.

External walls and doors and windows are the key to controlling building energy consumption.