Building energy conservation policy dynamic tracking

National policy developments: Recently, Vice Minister of Housing and Construction Ministry Qiu Baoxing said in an interview that construction is one of the most important areas for energy conservation and emission reduction to address climate change, and it is a rigid emission area. Once the current building is not energy-efficient, it is difficult for users to correct it in the future. The Ministry of Housing and Urban-Rural Development requires the establishment of an accountability system and the energy conservation of public buildings as an evaluation index for leading cadres. The Ministry of Housing and Urban-Rural Development promotes existing building energy-saving building materials and is suitable for building energy-saving renovations. It is particularly suitable for renewable energy sources in areas rich in solar energy resources. Integrated technologies, photovoltaic grid-connected engineering technology, household solar power generation systems, ground-source heat pump heat recovery units, ground-source heat pump systems, and water source heat pump systems were listed by the Ministry of Housing and Urban-Rural Development and the Ministry of Science and Technology. Building energy conservation transformation technology promotion directory.

Local policy developments: Recently, the "Shanghai Municipal Building Energy Conservation Regulations (Draft)" was submitted to the Shanghai Municipal Standing Committee for consideration. Its standards may be stricter than national standards. Home buyers can clearly understand energy consumption indicators and other building energy conservation information from their home sales contracts. The Tianjin Binhai New Area issued energy conservation policies such as the “Energy Conservation Work Plan for the Binhai New Area” and the “Encouragement for Energy Saving and Consumption Reduction in Binhai New Area” as well as the first batch of “Environmental Saving and Consumption Reduction Project List for the Binhai New Area”, which set a special fund of 180 million yuan annually. In Shaanxi province, building energy efficiency achieved results. In 2009, the annual output of new wall materials in the province reached 5.7 billion standard bricks, accounting for 56.1% of the total amount of wall materials. Beijing's “Energy-saving Design Standards for Public Buildings” was implemented in July. “Urumqi Construction The “Regulations on Energy Conservation Management” was amended to add “Newly-built residential buildings equipped with the conditions for solar energy collectors should be equipped with solar hot water systems.” This year, Shanxi Province has a 4.6 million square meter building energy-saving retrofit project that will be completed before the end of September and will be completed by Ningxia. The Office proposed to promote the construction of energy-saving emission reduction areas and promote the use of new wall materials as the main line, in order to strengthen the implementation of building energy efficiency standards for Breakthrough, take a number of effective measures to ensure the full completion of the "Eleventh Five-Year" building energy-saving goals.

Product Policy Development: The Ministry of Housing and Urban-Rural Development has to use 3 years or so to mark the main products of door and window enterprises above designated size in the country. The Ministry of Housing and Urban-Rural Development requires that office buildings and large-scale public buildings constructed with financial investment, and affordable housing should be given priority. Use door and window products that receive energy-saving signs.

Investment logic: From the perspective of policy orientation, building energy-saving products are products promoted by China's policies, and various kinds of products have been given different levels of support to help protect the market for building energy-saving products. From the perspective of profitability, building energy-saving products as a new The product replaces the original non-energy-saving products and is in the stage of market development, and accordingly has a higher gross profit margin. Therefore, we believe that the market and profitability of building energy-saving products have a certain degree of protection. At present, the market determines that its own competitiveness is determined. Followed by low-e glass, insulation wall materials, gypsum board, energy-saving curtain wall. Comparison of the gross margin of several products, low-e glass has the highest gross margin, photovoltaic construction, followed by plasterboard.

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