The mid-term strategy of the building materials industry in 2022: the bottom of the cycle rebounds, and new materials have broad prospects (with report)

Seeking progress while maintaining stability has become the general tone of work

On March 5, the “Government Work Report” put forward the main expected development goals in 2022: GDP growth of about 5.5%; more than 11 million new urban jobs, urban surveyed unemployment rate controlled within 5.5% throughout the year; residents’ consumption The price will increase by about 3%; the energy consumption intensity target will be assessed in a coordinated manner during the “14th Five-Year Plan” period, with appropriate flexibility, and newly added renewable energy and raw material energy consumption will not be included in the total energy consumption control.

The local government work report expresses the building materials industry

Demand: Under the expectation of steady growth, infrastructure investment will form a physical workload, real estate policies will gradually relax, and the demand for building materials industry is expected to continue to grow; green building materials to the countryside and construction of affordable housing are expected to increase industry demand.

Supply: The supply contraction will not stop. Energy-saving renovations in industries such as cement, glass, and ceramics are still in progress. Green low-carbon sustainable development is the direction.

The dual carbon policy system is constantly improving

Since the proposal of the dual carbon goal, various ministries, commissions and industry associations have taken active actions to formulate policies and issue standards to promote the industry to achieve carbon peaks as soon as possible and move towards carbon neutrality.

The country’s important work in carbon neutrality includes: printing and distributing the carbon peak action plan and launching the national carbon trading market.

“Dual control of energy consumption” vs “Dual control of carbon emission reduction”

Dual control of energy consumption: total energy consumption and intensity. Double control of carbon emission reduction: the total amount and intensity of carbon emissions. Based on the basic national conditions of focusing on coal, we will promote the optimal combination of coal and new energy. Newly added renewable energy and raw material energy consumption are not included in the total energy consumption control. High-performance fiber materials, special glass materials, and new building materials are used in energy saving, carbon reduction, and new energy-related fields. With the advancement of carbon neutrality policies, the application and promotion of new materials is also expected to accelerate.

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