Glass companies compete for new energy

Unlike cement, the expansion of production capacity under the stimulus of the industry is even more impor- tant, while the lagging production capacity is less than that of the cement industry. The future supply situation is even more worrying. The profitability of the industry is at a historically high level and risks are reduced.

After 2010, the new energy-saving building materials industry will enter the era of substantial high growth. The Chinese government for the first time proposed the quantitative emission reduction target at the Copenhagen Climate Summit, which means that China has truly entered the era of energy conservation and emission reduction. Compared with the time cycle and technology accumulation needed to develop clean energy that can be widely used, we believe that energy saving is a more realistic path in the current situation. With the strengthening of the national energy-saving emission reduction policy implementation, we are optimistic about the development of new energy-saving building materials industry in the next 10 years.

In terms of new building materials, we believe that the leading companies in the industry with a dominant position in terms of production capacity and market share, with certain monopolistic advantages, will be the biggest beneficiaries of the rapid growth of the industry, and the development will also break through.

Energy-saving, emission-reducing, and low-carbon economy are already a topic that can not be circumvented, and are even the focus of economic development in the future. With the elimination of backward production capacity, the reorganization of the glass industry is expected to take place. It can be foreseen that no matter how the glass industry is integrated, new energy such as solar energy will be a direction of the glass industry.

In an interview, the reporter learned that leading companies in the domestic glass industry have already started to exert new energy resources and develop new energy-saving products. The reporter learned from the Jinjing Group that recently, Jinjing (Group) Co., Ltd.'s ultra-white glass production line has succeeded in producing an ultra-large panel glass with a single area of ​​49.5 square meters, creating the world's largest single float glass area.

The development of the emerging sunrise industries such as the information industry and the photovoltaic industry has expanded the broad market space for new types of glass. Industry insiders suggest that the glass industry should seize the opportunity to provide basic material support for the rapid development of these industries. At the same time, there is still a gap between domestic enterprises and the international advanced level, and they also face the challenges of developing forward-looking technology innovation, developing new products, realizing industrialization, and breaking the foreign technology monopoly.