The 14th five year development plan of the construction industry was released, and green buildings, steel structures, Bim and other multi-point flowering
On January 25, the Ministry of housing and urban rural development issued the “14th five year plan” for the development of the construction industry, proposing the development objectives of the 14th five year plan stage. Compared with the development plan of the 13th five year plan, we believe that it presents the following characteristics: 1) prefabricated buildings are still an important development direction, but the transformation from “quantity” to “quality” is obvious. Schools, hospitals The application of steel structure in housing and other fields is highlighted; 2) The trend of digital and scientific transformation is strengthened. It is first mentioned that by 2025, the BIM technical framework and standard system will be basically formed, a number of architectural Siasun Robot&Automation Co.Ltd(300024) landmark products will be formed, and batch applications in some fields will be realized; 3) The requirements for green building are strengthened. Green construction is fully implemented in government invested projects and large public buildings. At the same time, we explore the establishment of an integrated and coordinated green construction industrial chain, such as R & D, design, production, construction of building materials and parts, resource recycling and reuse. We continue to be optimistic about the prosperity of prefabricated buildings in the 14th Five-Year Plan period, front-end design The components at the middle end and the decoration at the back end have medium and long-term growth logic, and China State Construction Engineering Corporation Limited(601668) , Shenzhen Capol International&Associatesco.Ltd(002949) , Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Anhui Honglu Steel Construction(Group) Co.Ltd(002541) , Zhejiang Yasha Decoration Co.Ltd(002375) are recommended.
Fabricated: “quantity” has changed to “quality”, and the penetration of steel structure fields such as schools, hospitals and houses has accelerated
In the 13th five year plan, prefabricated buildings have been strongly supported by policies. At the same time, it is mentioned that “vigorously develop steel structure buildings, guide new public buildings to give priority to steel structure, and actively and steadily promote steel structure housing”, In the 14th five year plan, the requirements of prefabricated buildings are more specific, and the whole industrial chain of “design structure decoration” puts forward specific requirements. At the same time, “promote the establishment of general technical system of steel structure housing” and “actively promote the application of prefabricated decoration in commercial housing”, which reflects the obvious improvement of the quality requirements of policies for prefabricated buildings, The expression of steel structure has also become “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”. We expect that schools, hospitals, housing and other fields with low penetration of steel structure in the 14th Five-Year Plan period are expected to accelerate the improvement.
BIM: it is the first time to mention the establishment of a standard system, and the digital transformation is irreversible
In the 13th five year plan, the Ministry of housing and urban rural development still expressed “accelerating the use of BIM Technology” and “accelerating the R & D and promotion of domestic software”, while the 14th five year plan focuses on the construction of BIM technical framework and standard system, “accelerating the preparation of standards such as data interface and information exchange”, “guiding enterprises to establish BIM cloud service platform” “BIM based regional management system”, the construction of BIM has gradually developed from the original point development to the direction of standardization, platform and cloud. At the same time, “carry out the pilot of BIM application and approval”, promote the integration and linkage between Bim and urban information model (CIM) platform, and improve the ability of information supervision. We expect that the development of Bim in the 14th Five Year Plan period is expected to usher in a new stage of development.
Green Construction: strengthen the implementation and the development of key buildings Siasun Robot&Automation Co.Ltd(300024)
In the 13th five year plan, green construction still adopts an encouraging tone. “Government investment in office buildings, schools, hospitals, cultural and other public welfare public buildings and affordable housing should take the lead in implementing green building standards” and “encouraging conditional areas to fully implement green building standards”, while the implementation of the 14th five year plan has been significantly strengthened, The expression is changed to “fully implement green construction in government invested projects and large public buildings”, and focus on the development of green construction industrial chain. In addition, it is mentioned for the first time to promote the development of building Siasun Robot&Automation Co.Ltd(300024) , promote the production of parts Siasun Robot&Automation Co.Ltd(300024) , speed up R & D and construction Siasun Robot&Automation Co.Ltd(300024) and actively explore the operation and maintenance Siasun Robot&Automation Co.Ltd(300024) . We believe that the development opportunities in new fields deserve special attention.
Risk warning: the implementation of assembly policy is not as expected, BIM promotion is not as expected, downstream demand falls, etc.
