The concentration of steel structure in China is very low, Cr5 is only about 5%, while CR3 in beautiful countries is more than 50%.

Scenery + thermal power + UHV will be the core new energy supply and consumption system.

2.

Double Ended Ferrule

Clarify the expectation of carbon neutralization again, ensure energy security, industrial chain supply chain security and food security while reducing carbon, and ensure the normal life of the people.

It belongs to the steel structure industry in 2022 β Opportunities, relatively speaking, companies under the contract mode will have more advantages under the cycle dividend.

Investors should not take this information as the only reference factor for investment decision-making, nor should they replace their own judgment with this information.

There are several key points: 1.

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What to learn? After hours yesterday, according to media reports, the 36th collective study “strive to achieve the goal of carbon peak and carbon neutralization”.

How to invest in steel structure companies? From the perspective of enterprise types, the steel structure industry chain includes upstream steel suppliers, midstream steel structure enterprises and downstream engineering enterprises.

From 2015 to 2019, the compound growth rate of new construction area of precast buildings is 52.90%.

Compared with related companies under different modes, the advantage of manufacturing mode lies in better cash flow and easy to reflect the scale effect; The contracting mode has better anti cycle ability and is expected to obtain a higher gross profit level.

Factory production components and on-site mechanized assembly can greatly reduce the demand for labor.

The darkest hour often corresponds to the best window.

Well, let’s talk about it today.

Actively and orderly develop light energy, silicon energy, hydrogen energy and renewable energy, and accelerate the development of large-scale and effective new energy such as wind energy, solar energy, biomass energy, geothermal energy, marine energy and hydrogen energy.

Among the three methods, steel structure has obvious advantages.

Do not go in one step and “one size fits all”.

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Mainly because the construction demand of the city is still there, but the demographic dividend is gone, and the number of migrant workers continues to decline, which requires the domestic construction industry to increase mechanized construction and reduce human construction.

The 14th five year plan for the development of construction industry yesterday, in the 14th five year plan for the development of construction industry issued by the Ministry of housing and urban rural development, It also puts forward the proposition of vigorously developing precast buildings: During the 14th Five Year Plan period, the policy system and industrial system for the coordinated development of intelligent construction and new building industrialization were basically established, and precast buildings accounted for more than 30% of new buildings.

From the perspective of the 14th five year plan, the state is vigorously promoting the industrial transformation in the construction field.

In terms of specific applications, we should cultivate a number of precast building production bases, actively promote the construction of high-quality steel structure housing, and encourage schools, hospitals and other public buildings to give priority to the use of steel structure At present, the proportion of precast buildings in new construction is about 20%, and it will reach 30% in 2025, corresponding to the absolute volume of 1 billion square meters, which is 1.5 times the current scale.

In the face of yesterday’s sudden fall, I wrote in yesterday’s short video “the first black swan in 2022? The global stock market fell sharply, why can US stocks survive?” I told you: it’s best not to leave in panic.

There are three main structural forms of precast buildings: precast concrete structure (PC), precast steel structure (PS) and precast wood structure.

It has less demand for construction workers and can better adapt to the general trend of labor shortage in the future.

Scenery is the foundation, thermal power is the supplement and UHV is the carrier.

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Is everyone’s confidence back? Back on the disk, today, the weight of securities companies and banks made great efforts, and new energy rose sharply in an all-round way.

So today’s disk related varieties performed well! Monday’s video “the total scale exceeds trillion! Accelerate common prosperity! Ensure people’s livelihood projects, and there are great opportunities for precast construction!” After analyzing the affordable housing industry, it is expected that this year will be a small construction peak.

The business model of steel structure enterprises mainly has three forms: first, the manufacturing mode, in which customers provide drawings, and the steel structure enterprises mainly manufacture steel structure components; second, the contractor mode, in which the steel structure enterprises are mainly responsible for the production, construction and installation; third, the general contracting mode of steel structure construction, in which the steel structure enterprises are responsible for the whole process of steel structure design, manufacturing and installation.

The contents and opinions in this information are for reference only and do not constitute a guarantee for the securities trading involved.

Because affordable housing has the characteristics of batch, standard and so on, precast buildings can perfectly meet the construction needs of affordable housing.

Compared with traditional cast-in-situ buildings, precast buildings have a high level of industrialization and industrialization.

Therefore, precast buildings will become the mainstream in the future.

3.

I don’t know.

See you tomorrow! Disclaimer: there are risks in the market and investment needs to be cautious.

Although the price is 1.1 times that of concrete structure, the labor cost is only 60% – 70% of the latter.

The steel structure has a large penetration space.

Among them, steel structure is the object vigorously promoted by the policy, accounting for only 30% of precast buildings at present.

Today’s disk performance also confirms this view.

It seems that yesterday’s learning achievements have been brought into play.

The growth rate during the 14th Five Year Plan period is expected to be between 20% – 30%, of which the growth rate of steel structure will be higher.