On January 26, the wind power sector also rebounded collectively.

On the demand side, the Spring Festival is coming, and the downstream factories begin to stock up before the festival.

According to the news, on January 24, at the 36th collective learning meeting of the Political Bureau of the CPC Central Committee, the gradual withdrawal of traditional energy must be based on the safe and reliable substitution of new energy, and greater efforts should be made to plan and build a new energy supply and consumption system based on large-scale wind and solar power bases.

Institutions generally believe that the construction of affordable housing will inject new impetus into the precast development.

In addition, according to the customs data, in December 2021, the primary form polysiloxane exported 45000 tons, and the export volume reached a new high, with a year-on-year increase of 94.32% and a month on month increase of 11.33%.

Affordable housing may have the greatest effect on the precast decoration market, and will also drive the penetration of steel structure in housing; Tianfeng securities continues to be optimistic about the prosperity of the cast buildings in the 14th Five-Year Plan period, and believes that the sub circuits such as the design of the front section, the components of the middle end and the decoration of the back end have the logic of medium and long-term growth.

With the continuous progress of wind power technology, the cost of wind power components and power generation is still expected to decline, and the demand for onshore and offshore wind power is expected to be further released.

Guosheng securities research report said that precast technology is widely used in affordable housing.

According to the news on January 25, the Ministry of housing and urban rural development issued the “14th five year plan” for the development of the construction industry, which made it clear that the construction industry needs to shift from pursuing high-speed growth to pursuing high-quality development, and strive to make the proportion of precast buildings in new buildings reach more than 30% during the 14th Five Year Plan period.

Products are widely used in construction engineering, textile, electronics, transportation, petrochemical industry, aviation and aerospace, new energy, medical treatment, machinery, papermaking Almost all industrial fields and high-tech fields, such as daily chemicals and personal care products, play an irreplaceable role in the field of industrial production.

Corn Magnetic Box

Tight supply and demand, large increase in export volume, but also fire? On January 26, the concept of organic silicon rebounded, Runhe materials and Dongyue silicon materials rose by more than 10%, followed by Chenhua shares and Sibao technology.

Chuancai Securities pointed out that the sharp increase in the proportion of wind power photovoltaic power generation also indicates the optimization and upgrading of China’s power generation end industrial structure, which is transforming from traditional energy to new energy.

Source: tonghuashun finance and economics, etc..

The turnover of the two cities was 794.2 billion yuan, and the net purchase of funds from the North was 1.14 billion yuan.

Recently, it has opened up again.

According to Zhuo Chuang and Baichuan, the weekly operating rate of the silicone industry has been about 80% since 2022, while the operating rate of the industry in the second half of 2021 was 80% or even more than 90%.

Guosheng securities predicts that the market scale of precast PC, steel structure and precast decoration brought by affordable housing in 2022 (calculated by area) will be 24%, 14% and 61% of the market scale in 2020 respectively.

The trading volume of northbound funds was 101.183 billion yuan, accounting for 12.74% of the total trading volume of a shares.

Recently, some units have been restarted, and the output of DMC has increased slightly, but the supply is still in short supply.

Stocks in the three cities rose more or fell less, and the profit-making effect was strong.

At present, most enterprises have sufficient orders on hand.

It is estimated that the new construction area of precast affordable housing in 2022 will be 95 million square meters, accounting for 14% of the total new construction area of precast housing.

In terms of trading volume, the total turnover of the two cities was 794.2 billion yuan.

Zhongtian Technology, Hengrun shares, Zhongji united, Longyuan Power and Daikin heavy industry rose the limit.

On January 26, the index bottomed out in the afternoon, and the Shanghai index rose 0.66%.

In addition, according to the recently released data, in December, the national power generation was 723.4 billion kwh, a year-on-year decrease of 2.1%; Among them, thermal power and hydropower decreased by 4.9% and 6.8% year-on-year respectively, while nuclear power, wind power and solar power increased by 5.7%, 30.1% and 18.8% year-on-year respectively.

Some orders have been placed after the Spring Festival, and the market demand is rising.

In addition, due to the production restriction expectation brought about by the approaching winter Olympic Games, the willingness to replenish positions is relatively strong.

With the increasing demand of social and economic development for high-performance materials, silicone materials are more and more widely used and play a vital role in the wave of industrial upgrading.

Specifically, northbound funds bought a total of 1.14 billion yuan today, including 161 million yuan sold by Shanghai Stock connect and 1.301 billion yuan bought by Shenzhen Stock connect.

In recent years, the technology of wind power industry has been continuously optimized and upgraded, and the cost of wind turbine has decreased significantly.

In terms of price, the price of silicone began to decline from the high point in mid October last year, and stabilized in mid December.

Positive wind power stocks rebounded strongly.

In terms of raw materials, the prices of methanol and industrial silicon are relatively stable, and it is expected to maintain stable operation in the later stage.

The acceleration of affordable housing construction in 2022 will effectively drive the development of precast construction industry.

Many sectors such as silicone concept, wind power and building materials continued to be active.

The Ministry of housing and urban rural development made a huge positive impact on the short-term rise of precast buildings.

On January 26, affected by the good news of the policy, the short-term rise of A-share precast buildings, the 20% limit of construction research design, the limit of Shandong Road and bridge, and the rise of Zhubo design, Ningbo construction engineering, Hualan group, etc.