Mysteel:2025年建材年终盘点(大事记)

Core Insights - The Chinese government is implementing various policies to promote green building materials and reduce carbon emissions in the construction industry, particularly focusing on cement and other building materials [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27] Policy Developments - The National Market Supervision Administration announced a pilot program for carbon footprint labeling for cement products in Yinchuan, Ningxia [1] - The National Development and Reform Commission and the Ministry of Finance issued a notice to expand the scope of government procurement to support green building materials starting January 1, 2025 [1] - A comprehensive plan for the green financial development in the banking and insurance sectors was released, emphasizing support for pollution prevention in key industries including cement [2] Industry Performance - Mysteel reported that 30 listed building material companies disclosed their 2024 performance, with total revenue of 735.76 billion yuan and net profit of 15.776 billion yuan, highlighting that 18 companies were profitable [4][19] - The HuRun Research Institute's 2024 list of China's top 500 non-state-owned enterprises included four building material companies, with Taiwan Cement ranked 229th and Hongshi Holding ranked 302nd [1][16] Environmental Regulations - The Ministry of Ecology and Environment announced that cement companies with annual direct emissions of 26,000 tons of CO2 equivalent will be listed as key emission units [4][18] - The government aims to achieve a 50% average resource utilization rate for construction waste in cities by 2027 [6] Industry Trends - The cement industry is focusing on deep governance and the development of green buildings as part of the 2025 work plans outlined in local government reports [1][16] - The introduction of national standards for energy measurement in the building materials sector is set to enhance energy management practices [20] Market Recognition - The 2025 Fortune China 500 list featured four building material companies, with China National Building Material Group ranked 87th, Beijing Jinju Group ranked 194th, and Huaxin Cement ranked 404th [8][22] - The 2025 World Fortune 500 list included China National Building Material Group at 351st [8][22] Future Outlook - The Ministry of Industry and Information Technology emphasized the need for cement companies to align actual production capacity with registered capacity by the end of 2025 [11][24] - The government is promoting the development of intelligent and green construction practices, aiming for a modernized building industry chain by 2026 [14][27]