Roof photovoltaic ushered in a new era of development, and bapv and BIPV industrial chains benefited directly
In 2021, a total of 676 counties and cities were selected to promote the distributed photovoltaic pilot in the whole county. The dual carbon goal puts forward requirements for the photovoltaic coverage of new buildings, and a number of top-level policies vigorously promote the development of roof photovoltaic. From the perspective of economic benefits, government subsidies reduce relevant costs and high return on investment attract building owners and project contractors. Therefore, policies and economic benefits jointly promote the rapid development of roof photovoltaic. The main forms of roof photovoltaic are bapv and BIPV. The former is mostly used for stock buildings and the latter is mostly used for new buildings. BIPV is an upgraded product of bapv. We expect that bapv will still be the main development in the early stage, and the proportion of BIPV will gradually increase with the increase of the number of new buildings in the later stage.
Roof photovoltaic gives polymer coiled material a new scene. The average annual expansion of market scale is 10 billion. Waterproof design is an indispensable part of photovoltaic roof engineering. The mainstream schemes include structural waterproof, new color steel tile, traditional color steel tile + waterproof coiled material. The operation life of photovoltaic power station significantly exceeds the current roof waterproof standard, and the upgrading of waterproof system is the general trend. Among the three waterproof schemes, waterproof coiled material can play the role of covering the bottom and strengthening. It is the basic structure of primary waterproof of photovoltaic roof. The service life of polymer coiled material is 25-30 years, and the exposed type is convenient for construction and maintenance. It has become the most suitable coiled material product for photovoltaic roof. According to the promotion of the whole county and the implementation goal of double carbon, we calculate the stock and the scale of the new market. It is estimated that roof photovoltaic can bring an average annual new market scale of 13.1 billion yuan for waterproof coiled materials from 2022 to 2025.
Waterproof enterprises actively layout BIPV, with significant advantages in leading products and channels
Bapv needs to consider how to minimize the impact of the power station on the building, and BIPV needs to consider how to make the photovoltaic modules bear the performance of building materials. Therefore, photovoltaic, construction and building materials enterprises can cooperate to realize product complementarity and channel sharing. The polymer coiled material product series of waterproof faucet is richer and has the ability to participate in photovoltaic projects; Years of development have accumulated more profound channel advantages, which can realize resource sharing with photovoltaic enterprises. At present, distributed photovoltaic is in the stage of vigorous promotion, and the project quality at this stage will easily affect the promotion of subsequent projects. Therefore, photovoltaic enterprises prefer to cooperate with head enterprises, and waterproof leaders benefit the most. At present, building materials enterprises mainly participate in the roof photovoltaic market through acquisition, joint venture and equity participation and signing strategic cooperation agreements with photovoltaic enterprises. At present, Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , Jiangsu Canlon Building Materials Co.Ltd(300715) , Keshun Waterproof Technologies Co.Ltd(300737) , Beijing New Building Materials Public Limited Company(000786) and Skshu Paint Co.Ltd(603737) actively layout the photovoltaic field, and all projects have been implemented.
Risk analysis: 1) the implementation speed of the policy is lower than expected; 2) Impact of price fluctuation of raw materials of photovoltaic modules; 3) The acceptance of waterproof coiled materials by photovoltaic enterprises is lower than expected
