MiC装配式技术

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现房销售下,关注中建国际装配式
Changjiang Securities· 2025-06-15 23:30
Investment Rating - The industry investment rating is "Positive" and maintained [11] Core Insights - The report highlights the implementation of "existing house sales" in Xinyang, Henan Province, which mandates that all newly developed commercial housing must be sold as completed properties [8][20] - The MiC (Modular Integrated Construction) technology significantly shortens construction cycles, with a policy goal of 40% of new urban buildings being prefabricated by 2030 [8][9][28] - The report emphasizes the environmental benefits and efficiency improvements of MiC technology, including a 60% reduction in traditional construction time and a 75% decrease in waste generation [9][28] Summary by Sections Existing House Sales - Xinyang's housing bureau has mandated that all new land developments must follow the "existing house sales" model, which allows for immediate property registration upon completion [20] - Various regions are exploring similar policies to enhance the real estate market [21] MiC Technology - The MiC technology aims to standardize housing construction similar to automobile manufacturing, promoting factory production and assembly [8][9] - The report outlines that by 2030, 40% of new urban buildings should be prefabricated, with a gradual increase to 30% by 2025 [8][9] Company Focus - China State Construction International has adopted MiC technology since 2018, with significant projects in the Guangdong-Hong Kong-Macao Greater Bay Area [9][28] - The company has established multiple production bases, with an estimated annual output value exceeding 5 billion yuan based on current capacity [9][28][32]