It is commonly understood as “building block” building.

According to the data released by the Ministry of housing and urban rural development, in 2020, precast PC and steel structure accounted for 68% and 30% of newly started precast buildings respectively.

Be cautious when entering the market.

In 2020, a total of 630 million square meters of precast buildings were newly started in China, an increase of 50% over 2019, accounting for about 20.5% of the new construction area.

They have strong bargaining power, so construction enterprises are under great pressure; The price of raw materials in the upstream is affected by the supply side higher than the demand side, and is widely used in the downstream.

In July 2020, the Ministry of housing and urban rural development and other seven ministries and commissions issued the action plan for the establishment of green buildings, which proposed that by 2022, the proportion of green building area in new urban buildings would reach 70%, and the proportion of assembly construction mode would increase steadily.

The opinions pointed out that by 2025, the proportion of precast buildings in the newly-built building area will reach 55%, and specifically put forward the requirements that the assembly rate of single buildings with an area of more than 20000 square meters should not be less than 60%, the implementation of standardized design, industrialized production and the delivery of fully decorated finished products, so as to promote the development of precast buildings in many aspects, Improve the construction level and construction quality.

Precast buildings have little impact on their overall demand, so the correlation between their profit level and the prosperity of precast buildings is limited.

Precast building refers to the building precast in the factory and assembled on site.

From the internal perspective of the industrial chain, component design and manufacturing > construction > raw materials.

After the building components and accessories are processed and manufactured in the factory, they are transported to the construction site for installation, which can better realize the design standardization and management informatization.

Please bear the risk yourself.

According to the network, if there is infringement, contact to delete.

Real estate developers and the government belong to the most powerful link in the industrial chain.

Precast PC structure is the mainstream at present.

Investment is risky.

According to the requirements of Shandong provincial government, the proportion of investment in new-type construction or assembly construction projects should be gradually increased by 30%, which should not be lower than that in the whole industrial chain according to the requirements of Shandong provincial government; By 2025, the proportion of newly started precast buildings in the province will account for more than 40% of new buildings in cities and towns.

On the whole, at the moment when precast buildings are strongly advocated, the profitability and operation ability of construction design and manufacturing enterprises in the middle of the industrial chain are stronger than those of construction enterprises, and sufficient cash flow on their own accounts can ensure the speed of capacity expansion of enterprises, and they will enjoy more benefits than construction companies per unit time.

three link board, Anhui Construction Engineering second link board, and Jianyi group has stepped out of the eight link board! In terms of news, in addition to the opinions on promoting the urbanization construction with the county as an important carrier issued by the central office and the State Office recently, all localities have successively issued the objectives of precast buildings, and the new construction area of precast buildings has also exceeded the market expectations.

Dongyirisheng four link board, Ruihe Co., Ltd., Fuxing Co., Ltd.

Like, watch, forward – send people “three consecutive”, stock limit!..

The above contents are only for exchange and discussion and do not constitute specific investment operation suggestions.

At present, steel structure is widely used in industrial and commercial buildings, and its penetration rate in housing is still low, which is the key support direction of policy in the future.

On May 10, Beijing issued the implementation opinions on the further development of precast buildings.

Loop Box

According to the Ministry of housing and urban rural development, during the 13th Five Year Plan period, the cumulative built-up precast building area in China reached 1.6 billion square meters, with an average annual growth rate of 54%.

In addition, precast buildings can greatly reduce construction waste and wastewater drainage, reduce construction noise, and have obvious benefits of energy conservation and environmental protection, which is in line with the current domestic trend of green buildings.

Recently, stimulated by a number of good news, the concept plate of precast architecture has continued to strengthen.

Therefore, it has the characteristics of high efficiency and short construction period.

They have a high voice and determine the source of upstream orders.

Different from the traditional on-site pouring, the precast building transfers a large number of on-site operations in the traditional construction mode to the factory.

There are more than 70 companies involved in the business related to precast construction in a share, among which the representative companies in each subdivided field are as follows: no matter how good the logic is, it is also necessary to choose the time of intervention and exit in combination with the rise and fall trend of the market.

Precast decoration is still in the early stage of industry development, and its penetration rate in buildings is about 2%, with great growth potential in the future.