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In 2021, the main production indicators and efficiency indicators of the building materials industry will maintain year-on-year growth, and the economy will remain stable overall, but the building materials market demand is lower than expected, the industry and market differentiation is more obvious, commodity prices fluctuate, energy consumption "dual control" policy implementation, etc. Increased volatility in the building materials industry.

Looking forward to 2022, the building materials industry will fully enter a new stage of high-quality development marked by green and low carbon. The macro market demand is expected to remain stable throughout the year, providing strong support for the stable operation of the industry.

The industry keeps running smoothly

"In 2021, the building materials industry has overcome factors such as the spread of the epidemic, the rapid rise in commodity prices, and power and production restrictions, and has maintained a stable and good development trend." Yan Xiaofeng, Secretary of the Party Committee and President of China Building Materials Federation, said that it is expected In 2021, building materials enterprises above designated size will achieve operating income of 5.9 trillion yuan, a year-on-year increase of 11.5%; total profits will reach 530 billion yuan, a year-on-year increase of 12.1%; product exports will exceed 40 billion US dollars, a record high.

In 2021, the operation of the building materials industry will show fluctuations throughout the year. The reporter learned from the China Building Materials Federation that the production of building materials was active in the first half of 2021, but the market supply exceeded demand, and the downward trend in prices was obvious; in the second half of 2021, the operation of the industry was characterized by obvious fluctuations, and July and August were affected by high temperature, rainfall and typhoons. Due to climatic factors such as climatic factors and the spread of the epidemic, the production of building materials slowed down in September and October due to the "double control" policy of energy consumption in many places, but the price increased significantly.

As a major sub-sector of building materials, the market demand of the cement industry in 2021 will show a trend of strong before and then weak. The cumulative cement output for the year will reach 2.363 billion tons, maintaining a high plateau period, with a slight decrease of 1.2% year-on-year.

"The demand for cement in 2021 is like a 'roller coaster'. From the high at the beginning of the year to the end of the year, the fluctuation range is relatively large." Kong Xiangzhong, executive chairman of the China Cement Association, believes that from the demand side analysis, in July and August 2021, many places across the country will be Encountered by heavy rain, construction and transportation were blocked, resulting in weakened demand for cement market; repeated epidemics in many places and insufficient project funds made some construction in progress suspended and new projects difficult to start, which suppressed market demand; in addition, weakened real estate investment will undoubtedly increase demand Pull fatigue.

From the perspective of the supply side, mainly affected by the surge in coal prices, the production cost of cement enterprises has risen sharply; combined with the decline in market demand, the operating and management costs of enterprises have been further increased; due to the “double control” of energy consumption and power shortages, electricity curbs in many regions It also has a great impact on the performance of cement production capacity in some regions. "It is expected that in the first quarter of 2022, the recovery of the cement market in the south will come faster than that in the north, and the overall demand for cement will remain at a high plateau throughout the year," said Kong Xiangzhong.

Although cement demand will decline slightly in 2021, the industry price will continue to run at a high level. "In the context of sharply rising production costs and shrinking supply, the price of cement has reached a record high, which will keep the profits of the cement industry at a relatively high level in 2021." Chen Bolin, vice president of the China Cement Association, speculated that the total profit of the cement industry in 2021 is expected to be slightly lower. There is a contraction, reaching more than 170 billion yuan.

Opportunities and challenges coexist

In 2022, the macro operating environment faced by the building materials industry is expected to remain stable, but uncertainty still exists. Relevant experts believe that the national fixed asset investment in 2022 will maintain a stable scale, which will form a basic support for the economic operation of the building materials industry; Metal mining and other industries have increased momentum. It is expected that in 2022, demand in consumer areas such as building decoration and downstream industries will increase. In addition, with the overall improvement of the international epidemic situation in 2022, it is expected to have an impact on my country's export situation, and the export value of building materials may adjust slightly.

"Achieving the goal of carbon peaking ahead of schedule and promoting green and low-carbon development is an urgent situation facing the development of the building materials industry." Yan Xiaofeng pointed out that the current building materials industry as a whole is still at the middle and low end of the global industrial chain and value chain, and the scientific and technological innovation system and mechanism are not yet available. The endogenous power of improvement and enterprise innovation is still insufficient, the research and development of advanced inorganic non-metallic materials and high-end applications still have a significant gap with the international advanced level, and there is a lack of original technologies and new technologies and new products at the world's leading level. "Accelerating scientific and technological innovation is a major issue facing the green, low-carbon, safe and high-quality development of the building materials industry."

Increasing the proportion of clean energy use, increasing the substitution rate of raw materials, and accelerating the research and development and promotion of green and low-carbon building materials are important ways for the building materials industry to achieve carbon reduction and emission reduction. In this direction, China Building Materials Federation for the first time organized major scientific and technological projects in the national building materials industry in the form of "revealing the list and taking command" and "horse racing", focusing on key industries with a high proportion of energy consumption and obvious demonstration and driving effects, tackling cement and glass energy-saving reduction. pollution reduction technology.

"As a key industry for energy conservation and carbon reduction, the cement industry is still faced with the problem of serious overcapacity that has not been fundamentally resolved. It is necessary to eliminate outdated production capacity, accelerate green and digital transformation, and continuously improve the modernization level of the industrial chain." Conch Group Party Committee Secretary and Chairman Wang Cheng believes that in building a carbon emission reduction system, cement enterprises should actively move towards the fields of new energy, energy conservation and environmental protection, and speed up the extension of the chain to strengthen the chain. It is necessary to carry out energy saving and carbon reduction actions, and comprehensively promote all-green power supply and new technologies; take advantage of the large mine space and wide distribution of buildings in the cement industry to build a green and low-carbon industrial ecological chain and reduce fossil energy consumption; invest in the cement industry to Downstream transfer, lengthening the industrial chain.

Kong Xiangzhong suggested that in 2022, the cement industry should continue to promote market integration, increase industrial concentration, and guide the exit of excess capacity; enhance the core competitiveness of the cement manufacturing industry, cultivate and develop new business forms and new models, attach great importance to extending the industrial chain and supply chain investment, and guide Market consumption potential; increase investment in scientific and technological innovation, accelerate the research and development of scientific and technological achievements in energy conservation, pollution reduction and carbon reduction, and actively apply digital intelligence and new energy technologies to transform enterprises; The group implements the development strategy of multinational companies.

Create a full green industrial chain

At present, the "dual-carbon" development of the building materials industry has accelerated into the fast lane. Yan Xiaofeng proposed that in 2022, we should continue to promote the construction of a green manufacturing system and vigorously develop green and low-carbon building materials. Accelerate the creation of an all-green industrial chain with good product quality, low environmental impact, high resource efficiency, and excellent ecological and social benefits, and create green products, green factories, green parks, and green supply chains. At the same time, we will make every effort to promote scientific and technological innovation, and provide strong support for the green, low-carbon, safe and high-quality development of the industry. Give full play to the mechanism of "revealing the list and taking the lead" in the evaluation of science and technology awards in the building materials industry and major scientific and technological breakthroughs, organize the mobilization of industry forces, and carry out cutting-edge technological breakthroughs and reserves in key areas.

In order to achieve the "dual carbon" goal, first of all, it is necessary to increase scientific and technological innovation, and promote breakthroughs in key areas and key projects. It is necessary to focus on major key technologies and core equipment, carry out targeted innovation and research, cultivate "invisible champions" and "specialized and new" enterprises in the building materials industry, and ensure the safety of the industrial chain and supply chain.

Secondly, it is necessary to accelerate the promotion of digitalization and intelligence, and use modern information technology to empower the development of the industry. By formulating basic common key technical indicators in key areas, establishing an intelligent manufacturing innovation service platform in subdivided areas, and guiding innovation resources to converge in the field of intelligent manufacturing.

Once again, we must continue to do a good job in standard innovation and improvement, and effectively strengthen quality management. Establish and improve the low-carbon standard system for the building materials industry, improve the supporting standard system for green manufacturing and energy consumption, and study and formulate standards for comprehensive utilization of resources and evaluation standards for green and low-carbon building materials. Focusing on important fields such as digitization, intelligence, new materials, and new equipment, a group of key standards with original core technologies will be formed. Vigorously promote the internationalization of standards and enhance the soft power of my country's building materials industry.

Finally, it is necessary to actively carry out international exchanges and cooperation to expand new space for the green, low-carbon, safe and high-quality development of the industry. Aiming at the international advanced level and the latest technological trends, we will create a global building materials "circle of friends". Guide building materials enterprises to actively adapt to new changes in the international situation, strengthen intellectual property protection, and increase exports of low-carbon products.