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远大住工的“减碳”机遇和增长潜力

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2021年12月1日 10时19分

 

远大住工的“减碳”机遇和增长潜力

“作为最早把工地移到工厂的企业,远大住工驶进发展快车道”

香港, 2021年12月1日 – (亚太商讯) – 经过22个城市的第二轮土拍规则调整,品质竞争已成为多城土拍市场的标配。企业自身活力、产品力、创新力和竞争力的塑造正成为引领行业进入高质量发展的底层逻辑。

作为装配式建筑行业香港IPO第一股,远大住工(股票代码:2163.HK)集20多年的技术积淀和产业能力,业内认为,这将助力建筑行业进一步向资源集约和环境友好方面发展。

减碳命题下的机遇
今年, “碳达峰、碳中和”被正式写入政府工作报告中,“十四五”规划将加快推动绿色低碳发展列入其中。由于建筑行业是碳排放的重点领域,这意味着与绿色建筑相关的企业将迎来新的更大的发展潜力。

事实上,绿色建筑的发展正在提速。2021年6月住建部等15部门发布《关于加强县城绿色低碳建设的意见》,明确县城大力发展绿色建筑和建筑节能,包括推广应用绿色建材、发展装配式钢结构等新型建造方式、全面推行绿色施工等。

房地产行业推出集中供地后,“竞品质”成为土拍规则中的关键导向,从各地方案评分标准来看,绿色建筑、装配式建筑、超低能耗建筑等细分领域都是至关重要的指标。以上种种意味着绿色建筑正在以前所未有的速度颠覆传统建筑方式。

中信证券认为,装配式建筑高效节能,全生命周期或降低碳排放超过40%,是实现建筑行业“碳达峰”和“碳中和”的重要技术路径,料将得到政策持续支持。

2016-2020年全国新开工装配式建筑面积CAGR达53%,2020年新开工装配式建筑占比达20.5%。

远大住工的减碳路径
面对广阔的市场前景,应该如何抓住发展机遇,远大住工给出的回答是建筑工作化。

远大住工董事、总裁唐芬表示:“远大住工一直从事建筑工业化的相关技术和产品的研发及实践,这为产品赋予了更多的商品属性。”同时表示:“它是指通过现代化的制造、运输、安装和科学管理的生产方式,主要标志是建筑设计标准化、构配件生产工厂化,施工机械化和组织管理科学化,通俗地讲就是“像造汽车一样造房子”,这在我国目前处于初级阶段。”

平安证券研究认为,相比传统工程建造模式,装配式建筑有以下两方面优势:1) 装配式建筑能有效缩短建筑工期,提高施工效率。装配式建筑通过前期深化设计与标准化设计,较传统建造方式缩短1/3以上工期 2) 装配式建筑能使整个建筑周期更加节能环保、并减低碳排放。

对于装配式建筑,身为行业龙头的远大住工极具发展优势,一方面,远大住工是行业中首家完整运用全流程数字信息化体系的企业,另一方面,也是首家拥有专属知识产权的全产业链技术体系的企业。

目前,远大住工拥有8代装配式建筑的产品体系、全国领先的信息系统、超过2亿平米的建筑工业化项目实践累积的经验和覆盖中国的战略性工厂布局。截至2021年6月,远大住工拥有15家全资PC工厂及已投产的60家联合PC工厂。

数字化赋能未来增长
当建筑工业化进入产品化,需要从被动“满足客户需求”逐步迈向主动“创造客户需求。”远大住工认为,应该通过数字化提高效率,并倒逼企业进行产品创新。

据唐芬介绍“怎么样让建筑回归到产品的本质,才是让工业化和数字化的价值得到充分释放的更好的保证。”据唐芬介绍,远大住工2014年便开始大力推动数字化能力建设,现在公司的经营完全是数据系统来驱动,按照需求端来拉动前端的生产经营,整个生产经营过程中人为因素影响减少95%。

2021年3月,远大住工正式发布远大魔方 (BOX模块建筑) 产品,自今年7月试生产以来,三个月共收获新增订单超过1亿元,受到市场广泛欢迎。据悉,该产品可实现即建即住,应用场景包括文旅、民宿、公共服务空间等,将为创新型的模式和落地,提供更多更好的可能性。

以人才公寓为例,2021年,远大住工全新升级人才安居解决方案,多层人才公寓仅需50天就能精装交付,高层人才公寓150天精装修交付,可契合城市间差异化、多样化的租赁住房需求。

对于产品上的成功创新,远大住工集团联席总裁兼远大魔方科技有限公司CEO胡胜利认为,公司二十多年的积累与迭代,自主研发出装配式建筑全流程数字化解决方案-PC-CPS智能制造系统,通过数字孪生,打通了设计、制造、施工和服务全产业链条的每一步,实现了柔性制造和数据驱动,为魔方提供了先天性的良好基础。

联席总裁胡胜利表示:“通过改造升级,PC-CPS是可以植入魔方产品的,我们希望通过一年左右的努力,通过魔方CPS系统实现数字化方式,实现客户端的评价倒推产品的改进和迭代。”

在他看来,在未来,期待魔方的产品是可以像iPhone那样,从硬件到软件,不断实现升级迭代,数字化的技术给魔方提供了这种可能。


News URL: https://www.acnnewswire.com/press-release/simplifiedchinese/71496/

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