How to look at the development of the construction industry now

1. In February 2020, the PMI index of the construction industry fell sharply

Affected by the epidemic, the prosperity of the industry declined significantly in February, due to the fact that most of the time was in a state of shutdown, and the business activity index of China's construction industry in February 2020 was down month-on-month and year-on-year; From the perspective of sub-indicators, the new orders index decreased month-on-month.

2. Many provinces have launched a list of major project construction, with a total amount of more than 11 trillion yuan

Recently, many ministries and commissions have successively introduced policies to accelerate the start of construction of major projects, speed up project approval, and encourage new investment projects to land neatly. At the same time, Beijing, Fujian, Henan, Yunnan, Jiangsu and other places released a list of major project investment plans for 2020, and infrastructure investment is an important part. According to incomplete statistics, the total investment has exceeded 11 trillion yuan.

Third, with the help of policies, the large infrastructure sector broke out again

On March 2, 2020, the three major A-share stock indexes collectively strengthened, and the large infrastructure sector broke out again, with cement and building materials, engineering construction, steel industry and other sectors leading the gains, with an increase of more than 7%. **Set off the tide of price limit, as of the morning of March 2, 2020**, Longjian Co., Ltd., Tengda Construction, Anhui Construction Engineering, Donghua Technology, China Design Group, Zhongheng Design, Ningbo Construction Engineering, Jiangsu Jiaotong Branch, China Railway Construction, Construction Science Institute, Zhubo Design, General Design Institute, China Communications Construction, Lei Zhi Group, Shandong Road and Bridge, China Metallurgical and other nearly 20 shares of the daily limit.

In addition, according to the morning market released by Oriental Wealth, the top five industries sought after by funds are building materials, cement industry, financial industry, real estate and steel industry.

From the end of 2019 to the beginning of 2020, ** and various ministries and commissions have clarified the economic strategy of vigorously developing infrastructure projects and further promoting urbanization and balanced development of various regions through policies such as reducing project capital and credit support in some areas, and increasing the proportion of special bonds in local bonds. At present, under the influence of the epidemic, all parties have consciously given substantial adjustment measures for the steady development of the economy. The following is a summary of important meetings and instructions of China's infrastructure industry in 2020 compiled by the Prospective Industry Research Institute:

— The above data** is based on Qianzhan Industry Research InstituteAnalysis Report on Market Prospect and Investment Strategic Planning of China's Construction Industry

Major listed companies in the intelligent building industry:Dashi Intelligent (002421), Yanhua Intelligent (002178), CLP Xingfa (002298), Jiahua Technology (688051), Nanjing Panda (600775), etc.

Building energy conservation focus, energy saving effect, development prospects.

The role of smart buildings includes providing an efficient and comfortable environment, building energy efficiency, etc

With the improvement of people's requirements for office and living environment, the awareness of building energy saving, consumption reduction and environmental protection has been enhanced, and the intelligent building project has been introduced into the construction engineering link. Building intelligent engineering has the characteristics of software-based, rapid upgrading of computer system products, and the need to cooperate with other construction projects.

The role of intelligent buildings mainly includes providing an efficient and comfortable environment, achieving efficient building energy saving, reducing subsystem maintenance costs, and conducting business efficiently in the building.

Energy conservation in the building use stage is the focus of building energy conservation

The energy consumption of buildings mainly includes two stages: the production stage of building materials and the use stage of buildings. The energy consumed in the production and use of building materials in China accounts for the terminal energy consumption of the whole society.

The production of building materials mainly relies on capacity upgrading, eliminating backward production capacity and other means; Energy conservation in the building use stage is the focus of building energy conservation

BAS is the link between building energy efficiency and building intelligence

Energy conservation in the use stage of buildings is mainly achieved through the use of new materials, energy testing, mechanical and electrical transformation, management energy conservation, and the use of renewable energy.

The Building Intelligence System (BAS) is the link between "building energy saving services" and "building intelligence business". The main way to carry out building energy-saving services is to design and establish BAS of building intelligent system, and to carry out energy-saving renovation of building mechanical and electrical equipment based on intelligent technology, optimized operation of mechanical and electrical equipment and energy monitoring.

The effect of building intelligence and energy saving is obvious

The intelligent system of the building is an important means of building energy conservation, which can effectively regulate and control the use of energy, reduce the energy consumption of various equipment in the building, and ensure that the use of the building is more green, environmentally friendly, efficient and energy-saving. Through the renovation of building equipment management system and computer room engineering, intelligent buildings can save 40% of energy consumption in the use stage of buildings in the fields of energy monitoring and management and energy saving.

It is expected that the building intelligent energy-saving market has broad prospects

With the construction of office buildings, office buildings, hotels, and convention and exhibition centers in recent years, the large-scale public construction area has increased significantly; At the same time, a number of ordinary public buildings have been transformed into large-scale public buildings due to the significant increase in energy demand after functional transformation. The energy intensity of large public buildings is 2-3 times that of ordinary public buildings and about 5 times that of residential buildings, so the energy consumption of large public buildings in Beijing, Shanghai, Shenzhen and other places has been as high as 30%-50%. It is expected that the energy-saving demand of large public buildings and commercial buildings will bring a broad market for building intelligence.

The above data refer to the Prospective Industry Research InstituteAnalysis report on the development prospect and investment strategic planning of China's intelligent building industry

The growth rate of the total output value of the industry declined

In 2019, the national construction industry completed a total output value of 100 million yuan, a year-on-year increase, and the growth rate decreased by one percentage point.

In 2019, the national construction industry achieved an added value of 100 million yuan, a year-on-year increase, accounting for 100 million yuan of GDP.

The digital construction platform builds a new industrial infrastructure

Only by cultivating new momentum of digital technology can the construction industry achieve breakthroughs in the face of the great changes of the times. In order to implement the digital transformation of the industry and implement the digital transformation, it is urgent to build a new infrastructure that highly integrates the high-tech and construction industries, and to help the new development of the industry with the new infrastructure.

The development of digital construction, further promoting the digital transformation of enterprises in the whole industry chain, building a new industrial ecology, and responding to great changes with innovation will be an important breakthrough point for innovation and development in various fields, including the construction industry.

Driven by digital buildings, the reconstruction of all elements, the whole process and all participants of the industry can be realized, and new productive forces can be formed through digitalization, industrialization and intelligence, represented by new design, new construction and new operation and maintenance, and finally form a new ecology of the industry. He outlined such a future scenario: the design is a fully digital virtual construction, after adding blockchain and other technologies, the material ** link will be an honest market trading environment, in the construction and construction stage will be industrialized lean construction, and the operation and maintenance stage will show intelligent characteristics.

The digital construction platform is an integrated platform built on the basis of technology application, Glodon has built a technology middle platform, a data middle platform, and a business middle platform, which are effectively integrated with professional application products, which can provide customers with overall project solutions and better empower customers.

According to reports, the digital construction platform will run through the whole process of the project, upgrade all elements of the industry, link all participants of the project, systematically realize the optimal allocation of resources in the whole industry chain, maximize production efficiency, and empower all parties in the industrial chain. Such a function, if fully realized, would bring huge benefits.

What is the future of the construction industry?

The construction industry is an important part of the national economy, and China's economic development is in a rising period of rapid development. With the continuous implementation of the national policy of maintaining growth and promoting employment, further increasing the promotion of the transformation of old urban communities and the construction of new rural areas, increasing infrastructure investment, and developing the "Belt and Road", these major decisions will affect the development of the construction industry in the next 20 years.

In the next 20 years, the development prospects of China's construction industry will be better. It will develop from the current traditional model to the direction of assembly, intelligence and informatization.

1. For a long time, the traditional building construction method is mainly based on on-site operations, relying on the construction method of on-site bricklaying and pouring by construction personnel, and extensive construction. The construction team is mainly migrant workers in the city, lacking professional knowledge, low labor quality, large resource consumption, high project cost, and prominent environmental pollution.

2. Prefabricated buildings are known as the inevitable way for the development of the construction industry. By making beams, plates, columns, walls and other components in advance, they are assembled and combined at the construction site by building blocks like building blocks. Prefabricated buildings not only improve the quality and quality of architectural design, shorten the construction period, improve efficiency, but also promote standardization and green energy saving, reduce environmental pollution, and effectively reduce labor costs.

3. Intelligent management is a new management mode developed by relying on the Internet and big data management platform. In terms of labor management, it realizes the one-stop management of workers' card entry, work, dining and bathing, and establishes the management of labor attendance, engineering quantity and quality control, and the payment of performance wages, so as to achieve fair employment and reduce labor disputes. While monitoring the construction site in an all-round way, we should strengthen the safety monitoring of high-altitude work and reduce manpower investment.

In the environment, the noise and dust are automatically monitored around the clock.

With the development of China's market economy and the integration with the international community, the competition in the domestic construction market and the international engineering contracting market will become more and more intense, many traditional small and medium-sized construction enterprises will be out, and large companies with an international vision will further develop and grow. Due to the transformation of the traditional construction model to the modern construction model, the overall quality of construction workers is becoming higher and higher, during this period will definitely go through a lot of wind and rain and difficulties and obstacles, but I want to believe that the comprehensive strength of China's construction industry in the next 20 years will be world-class.

For the development of China's construction industry, I think it has reached its peak in China, many companies and enterprises are seeking to develop abroad, and the development of China's domestic construction industry is still very bright.

Many people think that the construction industry is going downhill, but I think the construction industry is still very promising, because China's urbanization process has not yet ended, and the further promotion of urbanization in the future will have a greater demand for the construction industry; Moreover, the construction industry involves all aspects of the national economy and people's livelihood and makes a great contribution to the economy, so the future is very promising.

The development prospect is 10 points good. Because according to the content of the recent meeting held in the tenth five-year meeting, it can be seen that China's construction industry will generate new impetus and vitality in the next five years.

——Analysis of the market size and development prospects of China's model construction industry in 2022 What are the future investment opportunities in the construction industry?

Major listed companies in the industry:At present, China's construction enterprises mainly include China State Construction (601668), China Railway Construction (601186), Shanghai Construction Engineering (600170), etc.

The added value of China's construction industry accounts for the proportion of GDP and the total output value of the construction market**.

Analysis of the added value of China's construction industry

Since 2009, the value added of the construction industry as a percentage of GDP has remained above all. It reached a high point in 2018, and the status of the pillar industry of the national economy in the construction industry is stable. In 2020, the proportion of the added value of the construction industry in GDP will reach a record high, reaching 7,299.6 billion yuan in the whole society, an increase over 2019, and the growth rate is one percentage point higher than GDP.

From 2011 to 2020, the total output value of China's construction industry has been increasing year by year. In 2020, the total output value of the construction industry will be one trillion yuan, an increase compared with 2019. In the first three quarters of 2021, the total output value of China's construction industry was one trillion yuan, a year-on-year increase.

The current development of China's construction industry

At present, the industry market is facing serious homogeneous competition, the skill quality of workers is not high, and the regulatory mechanism is not perfect.

Analysis of future investment opportunities and development prospects of China's construction industry

The sudden outbreak of the novel coronavirus pneumonia in early 2020 had a great impact on the construction industry. With the implementation of various national policies and measures, the new development pattern of domestic and international dual circulation has been accelerated, which has brought new opportunities and challenges to the construction industry. The domestic construction market continues to grow steadily.

According to the 2020 Statistical Bulletin data released by the National Bureau of Statistics, the total output value of the national construction industry in 2020 was one trillion yuan, a year-on-year increase.

During the 14th Five-Year Plan period, the domestic construction market will enter a medium-to-low-speed development period, but China will still have the world's largest construction scale. According to the Global Construction Industry 2030 report, China's construction industry will grow at a rate of about 14th Five-Year Plan period, and there is room for structural growth.

According to the Outline of the 14th Five-Year Plan for National Economic and Social Development of the People's Republic of China and the Long-Range Objectives Through the Year 2035 and other regional construction plans, Qianzhan believes that there will be bright investment prospects for the construction industry in the following regions:

The above data refer to the Prospective Industry Research InstituteChina's construction industry market prospect and investment strategic planning analysis report