Infrastructure investment is an important starting point for stabilizing growth and expanding domestic demand. During the national two sessions this year, a number of Representatives and members of relevant industries expressed their confidence in the improvement of industry fundamentals and performance growth this year in an interview with China first finance and economics.
how to stabilize growth
The 2022 government work report is clear, The directions for expanding effective investment this year include "building key water conservancy projects, comprehensive three-dimensional transportation networks, important energy bases and facilities, accelerating the renewal and transformation of urban gas pipelines and other pipe networks, improving flood control and drainage facilities, and continuing to promote the construction of underground comprehensive pipe corridors", "orderly promoting urban renewal, strengthening the construction of municipal facilities and disaster prevention and reduction capacity" and "building digital information infrastructure" Wait.
Peng Shou, deputy to the National People's Congress, academician of the Chinese Academy of engineering and chief engineer of China Building Materials Group, told China first finance and economics that infrastructure investment is inseparable from the promotion and support of the building materials industry, whether it is a digital economy or a green economy. Therefore, the rapid development of "new infrastructure" will certainly form an "effective spillover" of the building materials industry, Make up for the "slowdown" brought by the traditional infrastructure industry.
Among them, in terms of digital economy, Peng Shou said that the "calculation from the east to the west" project planned for nearly two years was officially launched in February. It is the fourth super project of cross regional resource allocation after the South-to-North Water Transfer, West to East power transmission and west to east gas transmission. It is expected that more than 400 billion yuan of relevant investment can be added every year during the 14th Five Year Plan period, Promote the rapid construction of "base facilities" in the data center. "Under the demand of 'stable investment', the upstream and downstream of the industrial chain see a concrete grasp." Peng Shou said.
In terms of green economy, Peng Shou said that 2022 will be an action year for the intensive implementation of the "double carbon" policy and the construction of "green infrastructure" industries such as new energy. Driven by the national and local "double carbon" policies, the infrastructure field will undoubtedly focus more on the "green power" fields such as scenic bases, UHV transmission and energy storage, At present, it is predicted that the total installed capacity of new wind power and photovoltaic in China is expected to reach 120gw in 2022, with a year-on-year increase of 20%. At the same time, it will also drive the rapid growth of infrastructure investment such as energy facilities.
According to the data of the National Bureau of statistics, in February, the business activity index of the construction industry was 57.6%, an increase of 2.2 percentage points month on month, of which the business activity index of the civil engineering construction industry was 58.6%, an increase of 8.9 percentage points month on month. The prosperity level of the construction industry market showed a steady improvement trend.
In terms of real estate investment, Wang Cheng, deputy to the National People's Congress and chairman of conch group, said in an interview with first finance that the accelerated development of livelihood projects such as affordable rental housing construction, old community transformation and urban renewal can digest the weak demand in the downward period of real estate to a certain extent.
The Ministry of housing and urban rural development recently disclosed that it will continue to increase the supply of affordable rental housing in 2022, hoping to build and raise 2.4 million affordable rental housing throughout the year. According to the overall plan during the 14th Five Year Plan period, 6.5 million affordable rental houses will be raised in 40 key cities within five years, which means that the "task list" for the whole year of 2022 is close to 37% of the five-year plan.
"In addition, with the support of policies, the recovery of the improved housing market will also improve the demand for energy-saving doors and windows and green furniture, which is not only in line with the trend of structural transformation of the industry, but also in line with the needs of improving families to pursue a higher quality of life." Wang Cheng said.
green building, new energy into new air outlet
The 2022 government work report proposes to promote the R & D, promotion and application of green and low-carbon technologies, build a green manufacturing and service system, and promote energy conservation and carbon reduction in iron and steel, nonferrous metals, petrochemical, chemical, building materials and other industries.
"This points out the direction for the development of passive ultra-low energy consumption building industry." Ni Haiqiong, deputy to the National People's Congress and President of aorun Shunda group, said that it is estimated that if all urban and rural buildings in northern China adopt passive houses, about 350 million tons of heating coal can be saved and about 900 million tons of carbon dioxide emissions can be reduced every year, which is of great significance to achieve the goal of "double carbon".
Green building materials are the important foundation of green buildings. Wang Cheng said that this year, driven by policy investment projects, the market scale of green building materials is expected to be further improved, and the pace of green and digital transformation of traditional "two high" industries such as cement and glass will also be accelerated.
Wang Cheng said that the building materials industry represented by cement consumes a lot of energy and has a great demand for clean energy. It is urgent to give full play to its advantages such as large mine space and buildings, speed up the construction of green and low-carbon industrial ecological chain, actively layout photovoltaic, wind and other new energy systems, and reduce fossil energy consumption. Transfer the investment in the main cement industry to the downstream, fully promote the extension and expansion of the industrial chain, and speed up the staggered peak production in the end markets such as aggregate and commercial concrete.
Zhang Tian, deputy to the National People's Congress and chairman of Tianneng holding group, is optimistic about the prospect of the "new energy + construction" project from the perspective of the development of new energy industry.
He told first finance that the direct combination of photovoltaic and other new energy with buildings as building materials and the production of electricity, such as the construction of photovoltaic charging stations and photovoltaic roads, is not only one of the development directions to solve the endurance of new energy vehicles while ensuring the supply of clean energy, but also one of the development directions to intensively save land and increase the green utilization of energy.
"The 'double carbon' target and dual control of energy consumption are both challenges and opportunities for the traditional building materials industry. Enterprises that meet the green standards will have greater bargaining power. However, it should be noted that the 'two highs' do not mean backward technology or backward transformation. The technical level, energy consumption level and environmental protection level of some enterprises in the building materials field have reached international standards." Peng Shou said.
This year's government work report proposed that the energy consumption intensity target should be comprehensively assessed during the 14th Five Year Plan period, with appropriate flexibility, and the new renewable energy and raw material energy consumption should not be included in the total energy consumption control.
\u3000\u3000 "From the perspective of the industry, the implementation of this policy will accelerate green power to become an important option for building materials enterprises to alleviate the pressure of dual control of energy consumption, which will bring significant benefits to the development of distributed photovoltaic. As a traditional 'high-carbon' industry, it is also an important basic material industry of photovoltaic and wind energy. The building materials industry will accelerate the reform of 'zero carbon' in energy consumption and meet the demand in the downstream Under the pull of, we will continue to stimulate the market space of new energy glass and promote the industry to develop in the direction of green circular economy. " Peng Shou said.
