预制房屋雷达2025

Investment Rating - The report indicates a positive outlook for the prefab housing industry, with expectations for continued growth in market share and production levels [2][28]. Core Insights - Prefab construction is projected to account for over 21% of newly built homes in the Netherlands by 2025, with expectations to reach 30-40% by 2030 [2][3][53]. - The industry is addressing labor shortages and housing shortages, with a total deficit of approximately 400,000 homes in 2025 [7][28]. - The majority of prefab homes are now apartments, with a significant increase in biobased materials usage, accounting for 30% of prefab homes in 2025 [4][32][41]. Summary by Sections Latest Market Developments - Prefab housing output has increased significantly, with a share of 21.2% in total residential construction in 2025, up from around 10% five years ago [12][13]. - The total number of prefab homes built in 2025 is approximately 14.7 thousand, reflecting an 8% increase from 2024 [4][14]. 2026 Market Outlook - Producers anticipate a 34% increase in output for 2026, projecting over 19,000 housing units, although a more conservative estimate suggests around 16,100 units [28][29]. - The industry has significant capacity for expansion, with current utilization at approximately 45% of total capacity [28]. Notable Points in 2025 - A majority of prefab players report that prefab construction is 10-20% cheaper than traditional methods, with a notable shift towards using wood as a primary material [32][33]. - The share of apartments in prefab housing has increased to 66%, with a growing trend towards biobased materials [32][41]. Player Landscape - The top 20 prefab housing producers account for 83% of total production, indicating a stable market concentration [22][24]. - The number of active producers has remained steady, with some smaller players exiting the market while others resumed production [22][24]. Key Characteristics of Prefab Housing Production - Most prefab homes are low-rise apartments, with a significant portion made from wood and a majority sold to housing associations [33][34]. - The production method is evenly split between on-site and off-site assembly, with a notable increase in automation levels [49][34]. Conclusion - The prefab housing sector is expected to play a crucial role in addressing housing shortages, with a collective effort needed to achieve the 2030 target of 50% market share [53][54].