2024 regards "vigorously promoting the construction of modern industrial system and accelerating the development of new quality productive forces" as the primary task. China Building Materials Group is the only central enterprise in the field of building materials in China, and is also the leader of the central enterprise in scientific and technological innovation and the construction of a modern industrial system. How will it develop new quality productivity? China Building Materials Group is transforming, and the core driving force is innovation. This year, China Building Materials Group has given top priority to scientific and technological innovation.
< IMG SRC = "The core of https://img7.ccement.com/richtext/img/4oy29jxdjmu1709733061552. industry innovation is scientific and technological innovation." In the whole process of industrial development, such as transformation of achievements, industrial expansion, industrial upgrading and industrial replacement, we must firmly grasp innovation.
The full text is as follows:
01 Building a new material ecosystem Accelerating the transformation
of innovative achievements According to the operating data disclosed by CNBM Group, the basic building materials industry and the new material industry are the two main industries in terms of the proportion of sales revenue of CNBM Group in 2023. Among them, the annual income of the new material industry has exceeded 100 billion yuan, accounting for more than 50% of the profits; the income of the basic building materials industry has exceeded 150 billion yuan.
< IMG SRC = "https://img7.ccement.com/richtext/img/596dukwnz9m1709733106493. as a whole, to promote the transformation, upgrading and high-quality development of China National Building Material Group, the fundamental lies in technological innovation." Zhou Yuxian said.
China Building Materials Group is the national team and state-owned capital investment company in the field of non-metallic materials in China. Over the past eight years, China Building Materials Group has invested nearly 90 billion yuan in R & D. Supporting industrial development with scientific and technological innovation and promoting the rapid transformation of a number of high-level scientific and technological innovation achievements are the key tasks of China Building Materials Group. Since
2023, CNBM Group has made new breakthroughs in the construction of the original technology source: it has undertaken 6 national key research and development plans, advanced the second phase of 7 "1025" projects under research on schedule, and completed the mid-term evaluation of the first phase and the start of the second phase of the group's "unveiling the list" project. 2.
Zhou Yuxian introduced that with the support of years of R & D investment, China Building Materials Group has built a gradient industrial system with sales revenue of more than 1 billion to 10 billion yuan and an ecological layout of new materials. The first echelon is more than 10 billion industries, including glass fiber, wind power blades and gypsum board; The second echelon is high-quality float glass and photovoltaic glass which is close to 10 billion or will reach 10 billion this year; the third echelon is about 5 billion new products, including refractory materials, carbon fiber, lithium battery diaphragm, display glass materials and other products; The fourth echelon is about 1 billion new products, including hydrogen cylinders, advanced ceramics, high-end quartz, power generation glass, artificial crystals and so on. On this basis, China Building Materials Group will promote the continuous growth of various echelon industries.
China Building Materials Group is also intensifying the transformation of scientific and technological innovation achievements. On January 5, 2024, China Building Materials Group signed a strategic cooperation agreement with China Construction Group and Tsinghua University.
"We choose the leading partners in the industry, which is a signal that the group will be more open in 2024, gather more social resources to promote scientific and technological innovation, and open up the channel from basic research to application transformation." Zhou Yuxian said that in the next step, China Building Materials Group will focus on accelerating the formation of new quality productivity, focusing on the supply of original leading technology, improving the ability of scientific and technological innovation and strengthening the construction of safeguard mechanism.
02 Fill the "Valley of Death" and overcome the three difficulties
of scientific and technological innovation. "It is very difficult to really do a good job in scientific and technological innovation." For the difficulty of scientific and technological innovation in the field of building materials, Zhou Yuxian has a personal feeling that this process must cross three barriers. The breakthrough of
"from 0 to 1" is the first pass. In Zhou Yuxian's view, China Building Materials Group has a profound scientific and technological innovation background, and has the ability to achieve a breakthrough from 0 to 1. The next task is, on the one hand, to speed up the creation of original technology sources of materials with global competitive advantages, strengthen basic research, and enhance the "from 0 to 1" original innovation capability and R & D efficiency; On the other hand, we should transform high-level achievements into high-level patents, turn high-level patents into high-quality standards, actively participate in the formulation of international standards, truly participate in global competition, and realize the transformation from "technology lead" to "standard lead".
China Building Materials Group has set up joint laboratories in Egypt, Ethiopia and other countries. The laboratory jointly established by China Building Materials and the Egyptian government was officially put into operation, and the Egyptian national glass fiber standard was formulated and promulgated. Next, China Building Materials Group is preparing to set up a "double carbon" laboratory in France to transform China's "double carbon" technology into patents and standards, and to upgrade factories in European countries with the core technology of China Building Materials Group. The "Valley of Death" of
achievement transformation is the second pass. "From the transformation of achievements to the large-scale application of products, or before the transformation of scientific and technological innovation achievements into industries, this period is particularly difficult.". Looking back on the past, some of the innovative achievements of China Building Materials Group may remain at a level of millions or tens of millions in 10 or 20 years, and the scale will not go up. What is the reason? Zhou Yuxian said, "For example, the carbon fiber of China Building Materials Group has lost money for more than 10 years. If we stop investing in any year during the 10 years of loss, our carbon fiber will not have today's scale and market, nor will there be Zhongfu Shenying, a listed company."
8.
In recent years, China Building Materials Group has tried to fill the "Valley of Death" by setting up funds, which has greatly helped the transformation of many scientific and technological innovations.
In 2021, China Building Materials Group led 17 institutions to jointly invest in the establishment of China Building Materials New Materials Fund, with a total fund size of 20 billion yuan and an initial scale of 15 billion yuan. This is an important part of China Building Materials Group as a state-owned capital investment company in the layout of the material industry. The fund is positioned to solve the "bottleneck" technology of new materials, ensure the safety and self-substitution of the new material industry chain, promote scientific and technological innovation and breakthroughs in key core technologies, cooperate with investors to cultivate industrial ecology, and focus on investing in new materials.
Being replaced or iterated is the third pass. "Once the products developed are replaced or iterated, all the previous efforts are basically wiped out." Zhou Yuxian recalled, "China Building Materials Group once used quartz ceramic crucibles for the production of polysilicon, and later polysilicon was replaced by monocrystalline silicon, and the crucibles instantly became invalid assets.". The risk of being completely replaced by a new material is very high.
This makes Zhou Yuxian more deeply realize that in order to avoid product iteration, we must constantly develop and re-innovate products in order to keep up with the iteration speed. CNBM's lithium battery separator is a successful example. In recent years, although the price of lithium battery diaphragm has dropped from more than ten yuan per square meter to more than one yuan, the lithium battery diaphragm of China Building Materials Group still maintains a high gross profit margin, which is attributed to continuous technological innovation. In China Building Materials Group, such examples are everywhere.
Accelerating the development of industrialization and paying attention to the risk of being replaced and iterated in advance are the next plans of China Building Materials Group. To this end, China Building Materials Group will systematically promote the industrialization of innovative achievements, improve the foresight of innovation, synchronously carry out iterative upgrading of existing products, pre-research layout of alternative products, strengthen the feedback mechanism from the back end to the front end, and form a closed-loop system of scientific and technological innovation. The report of the 20th National Congress of the
Communist Party of China first proposed to speed up the construction of a modern industrial system, and the SASAC of the State Council stressed that efforts should be made at both ends of strategic emerging industries and traditional industries. On the one hand, China Building Materials Group has accelerated the layout and development of strategic emerging industries, and on the other hand, it has accelerated the transformation of traditional industries. In
2023, China Building Materials Group, in combination with the "9 + 6" systematic layout, formulated a work plan for the new industry and future industry, unprecedentedly strengthened the layout of the new industry, and supported the landing of the new industry with effective investment. According to the data disclosed by
China Building Materials Group, in 2023, the revenue of the group's new war industry accounted for more than 30%, and the revenue of the new material sector dominated by the new war industry exceeded 100 billion yuan, breaking through a number of "bottleneck" technologies such as low-carbon cement, large aircraft carbon fiber composites, and glass solidification materials of high-level radioactive waste liquid. It has invested nearly 3 billion yuan in the integrated circuit and semiconductor industries.
Basic building materials are the traditional industry and "ballast stone" business of China Building Materials Group. "In recent years, due to the low market demand, the aggravation of overcapacity, high cost and other factors, the traditional basic building materials business is under deep pressure.". In this case, we mainly through integration and optimization, transformation and upgrading, comprehensive deepening of the "cement plus" strategy and other measures to improve quality and efficiency, to resolve the dilemma. Zhou Yuxian said.
Zhou Yuxian said that in 2024, China Building Materials Group will continue to fight against both new and traditional industries.At the end of the
new industry, China Building Materials Group will flexibly use endogenous growth, mergers and acquisitions, and capital operation to deploy innovation chains around the industrial chain and lay out the industrial chain around the innovation chain to promote the development of strategic emerging industries.
< IMG SRC = "https://img7.ccement.com/richtext/img/fqzyzf0ghdp1709733128493. relies on world-class research projects." Layout of the next generation of materials urgently needed by countries such as wartime emergency, extreme environment, high-end equipment, frontier areas and future industries.
In the way of M & a and reorganization, we focus on the two major directions of domestic substitution and "neck" technology and the four major fields of new energy, new materials, new energy vehicles and semiconductors to find high-quality M & a targets.
In terms of capital operation mode, we should strengthen the role of "catalyst" and "incubator" of the fund, and actively lay out a number of landmark projects, technological innovation projects and international projects. On the side of
basic building materials, we will intensify transformation and upgrading. In terms of transformation, it will expand the profit space with "cement +", expand the market space with internationalization, expand the sustainable development space with "double carbon", and improve the ability of cross-cycle operation; in terms of upgrading, it will accelerate the high-end, intelligent and green development through continuous innovation, and consolidate its leading edge.
"Now, China Building Materials Group has 26 quite advanced intelligent factories in the cement sector, such as Tai'an Zhonglian and Huaikan South.". In 2023, China Building Materials Group developed a cement intelligent factory 2. "Zhou Yuxian said.".
On February 19, SASASAC of the State Council held a special promotion meeting on AI enabling industry renewal for central enterprises, emphasizing that central enterprises should put the development of AI in the overall work of overall planning, further promote industrial renewal, and promote the development of AI. Speed up the layout and development of artificial intelligence industry.
In Zhou Yuxian's view, digital transformation is an important support for China Building Materials Group, whether it is technological innovation or both ends. Digitalization is also a part of technological innovation, and digital transformation is a necessary question, not a choice question.
2023 is the first year of digital transformation of China Building Material Group. The Group has accelerated the pace of digital transformation, constructed the "1254" digital blueprint, established the digital center of the Group, and promoted the implementation of specific digital measures step by step. In
2023, the new < a href = "https://price.ccement.com/brandnewslist-1-1000096.
" I hope the digital transformation of the enterprises affiliated to China Building Materials Group. It starts from the digitalization of R & D and design, to the digitalization of production, management and sales service, and realizes the digitalization of the whole system. This is very important for us. Zhou Yuxian said.
It is understood that in the next step, China Building Materials Group will take digital technology and data element flow as the driving force, and take "intelligent transformation" as the core to comprehensively promote "industrial digital transformation" and "digital value promotion".
"Intelligent reform" means highlighting standard guidance and technology application. Release of cement intelligent factory 2.
"Digital turn", that is, highlighting data flow and enabling value-added. One is to speed up the flow of data elements. Build a digital R & D and design platform and an intelligent production and operation platform to realize the leading industry enabled by data elements. The second is to explore the path of digital value appreciation. Aggregate the internal and external technical service capabilities of the group, optimize the allocation of resources, explore the incubation mechanism of data modeling innovation, and develop market-oriented products and solutions. Innovating business models, consolidating the industrial Internet platform of enabling industries and the digital logistics platform with industry characteristics, creating specialized digital technology companies, and enhancing the capital value of data assets.
Zhou Yuxian said that the new quality productivity is a contemporary advanced productivity generated by revolutionary breakthroughs in technology, innovative allocation of production factors, and deep transformation and upgrading of industries. New quality productivity and new industrialization complement each other, both of which are dominated by scientific and technological innovation, and require getting rid of the traditional growth mode and achieving high-quality development. 2024 is the key year to achieve the objectives and tasks of the 14th Five-Year Plan, and will also be the year for China Building Materials Group to accelerate the cultivation of new quality productivity and build a modern industrial system.
