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遠大住工的“減碳”機遇和增長潛力

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2021年12月1日 10時19分

 

遠大住工的“減碳”機遇和增長潛力

“作為最早把工地移到工廠的企業,遠大住工駛進發展快車道”

香港, 2021年12月1日 – (亞太商訊) – 經過22個城市的第二輪土拍規則調整,品質競爭已成為多城土拍市場的標配。企業自身活力、產品力、創新力和競爭力的塑造正成為引領行業進入高質量發展的底層邏輯。

作為裝配式建築行業香港IPO第一股,遠大住工(股票代碼:2163.HK)集20多年的技術積澱和產業能力,業內認為,這將助力建築行業進一步向資源集約和環境友好方面發展。

減碳命題下的機遇
今年, “碳達峰、碳中和”被正式寫入政府工作報告中,“十四五”規劃將加快推動綠色低碳發展列入其中。由於建築行業是碳排放的重點領域,這意味着與綠色建築相關的企業將迎來新的更大的發展潛力。

事實上,綠色建築的發展正在提速。2021年6月住建部等15部門發布《關於加強縣城綠色低碳建設的意見》,明確縣城大力發展綠色建築和建築節能,包括推廣應用綠色建材、發展裝配式鋼結構等新型建造方式、全面推行綠色施工等。

房地產行業推出集中供地後,“競品質”成為土拍規則中的關鍵導向,從各地方案評分標準來看,綠色建築、裝配式建築、超低能耗建築等細分領域都是至關重要的指標。以上種種意味着綠色建築正在以前所未有的速度顛覆傳統建築方式。

中信證券認為,裝配式建築高效節能,全生命周期或降低碳排放超過40%,是實現建築行業“碳達峰”和“碳中和”的重要技術路徑,料將得到政策持續支持。

2016-2020年全國新開工裝配式建築面積CAGR達53%,2020年新開工裝配式建築佔比達20.5%。

遠大住工的減碳路徑
面對廣闊的市場前景,應該如何抓住發展機遇,遠大住工給出的回答是建築工作化。

遠大住工董事、總裁唐芬表示:“遠大住工一直從事建築工業化的相關技術和產品的研發及實踐,這為產品賦予了更多的商品屬性。”同時表示:“它是指通過現代化的製造、運輸、安裝和科學管理的生產方式,主要標誌是建築設計標準化、構配件生產工廠化,施工機械化和組織管理科學化,通俗地講就是“像造汽車一樣造房子”,這在我國目前處於初級階段。”

平安證券研究認為,相比傳統工程建造模式,裝配式建築有以下兩方面優勢:1) 裝配式建築能有效縮短建築工期,提高施工效率。裝配式建築通過前期深化設計與標準化設計,較傳統建造方式縮短1/3以上工期 2) 裝配式建築能使整個建築周期更加節能環保、並減低碳排放。

對於裝配式建築,身為行業龍頭的遠大住工極具發展優勢,一方面,遠大住工是行業中首家完整運用全流程數字信息化體系的企業,另一方面,也是首家擁有專屬知識產權的全產業鏈技術體系的企業。

目前,遠大住工擁有8代裝配式建築的產品體系、全國領先的信息系統、超過2億平米的建築工業化項目實踐累積的經驗和覆蓋中國的戰略性工廠布局。截至2021年6月,遠大住工擁有15家全資PC工廠及已投產的60家聯合PC工廠。

數字化賦能未來增長
當建築工業化進入產品化,需要從被動“滿足客戶需求”逐步邁向主動“創造客戶需求。”遠大住工認為,應該通過數字化提高效率,並倒逼企業進行產品創新。

據唐芬介紹“怎麼樣讓建築回歸到產品的本質,才是讓工業化和數字化的價值得到充分釋放的更好的保證。”據唐芬介紹,遠大住工2014年便開始大力推動數字化能力建設,現在公司的經營完全是數據系統來驅動,按照需求端來拉動前端的生產經營,整個生產經營過程中人為因素影響減少95%。

2021年3月,遠大住工正式發布遠大魔方 (BOX模塊建築) 產品,自今年7月試生產以來,三個月共收穫新增訂單超過1億元,受到市場廣泛歡迎。據悉,該產品可實現即建即住,應用場景包括文旅、民宿、公共服務空間等,將為創新型的模式和落地,提供更多更好的可能性。

以人才公寓為例,2021年,遠大住工全新升級人才安居解決方案,多層人才公寓僅需50天就能精裝交付,高層人才公寓150天精裝修交付,可契合城市間差異化、多樣化的租賃住房需求。

對於產品上的成功創新,遠大住工集團聯席總裁兼遠大魔方科技有限公司CEO胡勝利認為,公司二十多年的積累與迭代,自主研發出裝配式建築全流程數字化解決方案-PC-CPS智能製造系統,通過數字孿生,打通了設計、製造、施工和服務全產業鏈條的每一步,實現了柔性製造和數據驅動,為魔方提供了先天性的良好基礎。

聯席總裁胡勝利表示:“通過改造升級,PC-CPS是可以植入魔方產品的,我們希望通過一年左右的努力,通過魔方CPS系統實現數字化方式,實現客戶端的評價倒推產品的改進和迭代。”

在他看來,在未來,期待魔方的產品是可以像iPhone那樣,從硬件到軟件,不斷實現升級迭代,數字化的技術給魔方提供了這種可能。


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

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