据财联社主题库显示，相关上市公司中：① Six departments including the National Development and Reform Commission issued “Guiding Opinions on Vigorously Implementing Renewable Energy Replacement Actions”. Among them, it is proposed to promote the installation of photovoltaic systems on the roofs of existing buildings, and to promote the complete installation of photovoltaic systems in new factories and public buildings where conditions are available. ② The CITIC Securities Research Report indicates that in the future, construction BIPV will place more emphasis on aesthetics, power generation efficiency, material costs, etc., making it easier for leading companies with industry-leading technology to develop.
Six departments including the National Development and Reform Commission issued “Guiding Opinions on Vigorously Implementing Renewable Energy Replacement Actions”. Among them, it is proposed to include priority use of renewable energy in urban planning, construction, renewal and transformation. Promote the installation of photovoltaic systems on the roofs of existing buildings, and promote the complete installation of photovoltaic systems in new factories and public buildings where conditions are available.
Carbon reduction in buildings is the key to the overall green transformation of future society. Since this year, policies on comprehensive carbon reduction in buildings have been further implemented. In March, the National Development and Reform Commission and the Ministry of Housing, Urban-Rural Development issued the “Work Plan to Accelerate Energy Conservation and Carbon Reduction in the Construction Sector”, which mentions that by 2025, the new construction area with ultra-low energy consumption and near-zero energy consumption will increase by more than 0.02 billion square meters compared to 2023; in May, the State Council issued the “2024-2025 Energy Saving and Carbon Reduction Action Plan”, which proposes that by the end of 2025, urban buildings will fully implement green building standards, and build new public institution buildings and new construction The photovoltaic coverage rate of factory roofs is aiming to reach 50%, and the renewable energy replacement rate for urban buildings is 8%. According to the CITIC Securities Research Report, construction BIPV is one of the main ways to reduce carbon throughout the construction cycle. Future industry development will place more emphasis on building aesthetics, power generation efficiency, material costs, etc., making it easier for leading companies with industry-leading technology to develop.
According to the Finance Federation's theme library, among the relevant listed companies:
Cent Co., Ltd. and Longji Green Energy have joined forces to jointly enter the field of integrated construction photovoltaics. The Cent BIPV system jointly developed by the two parties not only has superior photovoltaic power generation performance, but also takes into account complete building material properties.
Weiye Co., Ltd. has actively laid out photovoltaic construction tracks and has made great progress. The company has landed more than ten photovoltaic projects, including Huaguan Technology's 1.8 MWp distributed photovoltaic power generation and the first batch of 5.0 new industrial space in the High-tech Zone of Zhuhai City.
