A Good Start in 2023 to Expand Domestic Demand and Optimize Supply, Central Media Named and Reported 3 Enterprises of China Building Materials Group

In 2023, China Building Materials Group adhered to the general tone of steady progress, cherished the "big man of the country", built the "big man of the country", expanded domestic demand, excellent supply, good start, and made a good start. It was named and reported by People's Daily and Economic Daily.

People's Daily expands domestic demand and optimizes supply. Prospects for

the real economy today, Optimizing epidemic prevention and control measures, stock policies and incremental policies will effectively release the vitality of market players, the consumption potential of residents and the driving force of industrial upgrading, which will have a significant positive impact on the recovery and development of industrial economy. How can all sectors of the real economy seize opportunities and meet challenges, organically combine the implementation of the strategy of expanding domestic demand with the deepening of supply-side structural reform, and achieve effective improvement in quality and reasonable growth in quantity?

Building materials industry: the leading role of infrastructure investment is strengthened. Further enhance the ability to innovate and do a good job in green articles

the building materials industry is expected to usher in restorative growth, and the company intends to upgrade its low-carbon environmental protection and digital intelligent technology to increase the production capacity of gypsum boards by 100 million to 200 million square meters." At the same time, we will vigorously develop green building materials such as light steel keel, waterproof materials and building coatings to better meet market demand.

In 2022, in the face of the overall weak market demand, high fluctuations in production costs and other factors, the building materials industry is facing difficulties and practicing hard to achieve smooth operation, improve quality and efficiency. On the one hand, the industrial structure continues to optimize, building materials products accelerate the transformation to light, products and high-end, the scale of processing products industry accounts for more than 60%, and the number of building materials enterprises above the scale reaches 4. On the other hand, exports maintain a relatively rapid growth, and it is estimated that the annual export amount of building materials and non-metallic mineral commodities will exceed 50 billion US dollars. Sun Xingshou, chief economist and deputy Secretary-General of

China Building Materials Federation, believes that with the epidemic prevention and control turning into a new stage and the continuous implementation of various policies, the development of building materials industry is expected to remain stable this year and achieve restorative growth.

From the perspective of market environment, the driving role of infrastructure investment will be further strengthened. In 2022, the total investment in new construction projects nationwide increased by 20.2% over the previous year, with the growth rate exceeding 20% for four consecutive months, and the investment in new fixed assets in December reached 3. "Major infrastructure construction such as transportation, energy and water conservancy has been strengthened, and the layout of new infrastructure such as 5G and big data centers has been accelerated." The basic supporting role for the smooth operation of the building materials industry will continue to play. Sun Xingshou analysis.

From the perspective of endogenous power, the building materials industry chain continues to extend, and the industrial structure accelerates transformation. Low carbon cementitious materials, thermal insulation materials, ultra-white glass for solar energy industry.. In recent years, the trend of building materials enterprises extending to low-carbon, environmental protection and deep processing downstream of the industrial chain is obvious, the products show the characteristics of diversification and refinement, and the profitability of enterprises is effectively enhanced. "The industrialization of concrete and cement products, wall and roof materials, technical glass, non-metallic minerals and other industries has great potential, and the development space is still broad." Sun Xingshou said.

Sun Xingshou believes that the development of building materials industry is still facing certain challenges this year. On the one hand, the relatively insufficient demand in the real estate market will still affect the industry, and it will take some time for the relevant regulatory policies to be effective, and imported inflationary pressures still exist. On the other hand, from the perspective of the industry itself, the unit energy consumption and emission intensity of key products such as cement, glass and ceramics will continue to decline, requiring enterprises to invest in capital and technology.

To seize opportunities and meet challenges, we should further enhance our ability to innovate. "There is still a certain gap between us and the international leading level in the technology of electronic information substrate glass, high-performance carbon fiber and special ceramics." Sun Xingshou introduced that in view of the weak links in China's building materials industry, the industry launched a key technology "unveiling the list", striving to produce a number of subversive, iterative and urgent technologies within three to five years, fundamentally and comprehensively promoting the development and transformation of the building materials industry.

In addition, the activities of green building materials products going to the countryside will bring new opportunities for the industry to expand the sinking market while promoting the upgrading of farm building materials.

"Economic Daily" Carbon fiber industry ushered in large-scale development

Under the guidance of the "double carbon" goal, the carbon fiber industry will usher in large-scale development, and the market application will continue to expand. According to the Global Carbon Fiber Composite Market Report 2016-2021, the demand for carbon fibers in China increased from 19.6 million tons in 2016 to 62.4 million tons in 2021, with an average annual compound growth rate of 26.06% and a year-on-year growth rate of 27.69% in 2021.

At present, hydrogen energy and photovoltaic are the main application fields of high-end carbon fiber products. Focusing on the demand of downstream industrial chains such as wind, solar and hydrogen, carbon fiber enterprises are accelerating the maturity of manufacturing technology, improving the supply rate of raw materials in the field of new energy applications, and strengthening the competitiveness of enterprises.

It has laid out a 10,000-ton base in Xining, a research and development base for aviation applications in Shanghai, and a new base in Lianyun District. "On the basis of the production technology of 10000 tons in Xining, the intelligent level of production line and the comprehensive utilization rate of energy have been greatly improved, with larger scale, higher level and stronger quality.". This project is a new step in the large-scale strategic layout of Zhongfu Shenying, which plays an important role in promoting the overall competitiveness of the company and expanding its market share. Zhang Guoliang said.

In recent years, with the efforts of policies and enterprises, China has made new breakthroughs in key technologies of carbon fiber preparation and application, and the related production capacity has continued to rise, and the self-sufficiency rate has been continuously improved. China's first 10,000-ton 48K large-tow carbon fiber engineering production line has been put into operation in Shanghai Petrochemical Carbon Fiber Industrial Base; Shanxi Steel Branch has formed a production capacity covering the main varieties of high-performance carbon fibers in China; In order to ensure the autonomy and controllability of key raw materials for domestic large aircraft, Zhongfu Shenying continued to tackle key problems and successfully broke through the production technology of T800 grade carbon fiber prepreg. The main performance of the product meets the requirements of domestic large aircraft, and is currently carrying out process performance evaluation and verification. Through the continuous efforts of industry enterprises, the market share of domestic carbon fiber increased from 31.7% in 2019 to 46% in 2021.

Nevertheless, experts said that the performance and quality stability of domestic carbon fiber still have room for improvement, and the core equipment of carbon fiber still needs to rely on imports in the short term. It is a challenge for China's carbon fiber industry to create an innovation matrix in key core technologies and accelerate the formation of operational capacity with international competitive advantages, as well as a long-term goal to achieve high-quality development.

"Focusing on the major national strategy and the main battlefield of the national economy, the central enterprises should give full play to the role of the" national team "of scientific and technological innovation, and make important contributions to improving the autonomy and controllability of key materials and technologies in China and maintaining the security and stability of the industrial chain and supply chain." Zhou Yuxian, party secretary and chairman of China Building Materials Group, said.

Zhou Yuxian said that Zhongfu Shenying is an important member of the new material sector of China Building Materials Group. China Building Materials Group will continue to support Zhongfu Shenying to seize the precious opportunities in the process of global carbon fiber industrial structure and layout adjustment, constantly open up new fields and win new tracks, and create a world-class carbon fiber enterprise with global competitiveness."In the future, China Building Materials Group will continue to support Zhongfu Shenying to seize the new opportunities in the process of adjusting the industrial structure and layout of carbon fibers, accelerate the formation of new momentum of green manufacturing, transform ecological and technological advantages into enterprise development advantages, promote the deep coupling of upstream and downstream industries, and concentrate on building high-quality industrial clusters.".