The 12th Five Year Plan of building materials focu

The 12th Five Year Plan of building materials focuses on the development of new materials

new materials of building materials will enter a period of rapid development. It is learned that the guiding opinions on the development of building materials industry in the 12th Five Year Plan (hereinafter referred to as the opinions) have been issued. The opinions put forward the key support and development of new materials and high-grade special building materials products. Special glass such as solar glass and deep-processing products of non-metallic mineral materials focusing on graphite and kaolin are listed as the focus of future development. Industry experts pointed out that benefiting from the overall development of strategic emerging industries, the development of new building materials has increased

new building materials become the focus of development

it is learned that the 12th Five year development plan for building materials industry and five special plans for cement, flat glass, building and sanitary ceramics, non-metallic mining industry and new building materials organized and formulated by the Ministry of industry and information technology have passed the expert demonstration. The opinions put forward by China Construction (601668, Guba) Materials Federation is precisely the main content put forward to better implement the above plan

the opinions pointed out that during the 12th Five Year Plan period, we should take structural adjustment and industrial upgrading as the focus and foothold of development. Among them, the traditional building materials industry should extend the industrial chain with fast cooling speed, increase the product industry, eliminate backward production capacity, and develop moderately according to the market capacity on the premise of improving technology and product standards and raising the entry threshold

more importantly, during the 12th Five Year Plan period, the building materials industry should focus on supporting and developing new materials, emerging industries, deep-processing products and high-grade special building materials products, so as to make them the main source of future growth

the layout of special glass production areas is optimized. The downstream developed provinces and regions

note that the opinions lists special glass including solar glass, ultra-thin substrate glass and high-performance glass fiber as key development industries

its main products include deeply processed glass and products, solar glass, ultra-thin substrate glass, low radiation coated glass, special quartz glass, windshield glass, structural and functional integrated glass products for construction, heat-resistant glass, etc

the Opinions also put forward that the production of special glass is mainly selected in the provinces and regions where the national emerging strategic industry layout or relevant downstream industries are more developed. In large and medium-sized cities and areas with good logistics conditions, support the construction of energy-saving door and window curtain walls, functional glass, high-quality decoration and home glass production bases

according to the prediction of the opinion, the demand for flat glass in China in 2012 is 750 million weight boxes, 140 million square meters of coated glass, 160 million square meters of solar photovoltaic glass, 220 million square meters of automotive safety glass and 120 million square meters of ultra-thin screen display substrate glass

"we are optimistic about the performance growth of photovoltaic glass business for a long time, and the later development will depend on the high growth rate of photovoltaic industry." Xiangcai securities Liu Zheng said

in his analysis report, he pointed out that ultra white float glass is the original piece of TCO conductive glass, with high process barriers, and only a few domestic enterprises can produce it. "As the global market of thin-film batteries such as shaft shoulder, groove bottom and hole edge is only about 3gw, and they are at a disadvantage in the current competition of polysilicon, the rising potential of demand for ultra white float glass in the short term is still in the construction field. At present, the application field scale of construction and thin-film batteries has not been greatly expanded, but the application potential is huge, and the market scale in the later stage is promising." The analysis report said

it is noteworthy that in addition to special glass, the Opinions also proposed to basically eliminate the backward production capacity of flat glass by the end of the 12th Five Year Plan, speed up the merger and reorganization process of flat glass industry, and further improve the production concentration

according to the planning target, the production concentration of the top 10 glass enterprises will increase from 57% in 2010 to 2015. A: please check whether the four foot seats of the machine are as high as 75% on average. Moreover, according to the opinion, 1-2 enterprises (groups) in the whole glass industry have entered the world's top 500

insiders pointed out that this will undoubtedly put pressure on the glass industry with insufficient integration, and central enterprises, including China building materials, may take this opportunity to accelerate the pace of merger and reorganization

in fact, the opinions clearly stated that new production capacity projects should be strictly approved. In addition to the construction of ultra-white, ultra-thin and other high-quality float glass production lines in the western region, other provinces and cities mainly focus on improving process technology, product quality and deep processing rate, and carry out technical transformation of existing enterprises