In 2023, the global political and economic situation will become more complex and changeable, the external environment will be severe and unstable, and the internal state will be confusing...

If the Chinese economy is compared to a person, then the "new crown virus" can be said to be a fatal serious illness. Fortunately, through emergency blood transfusion, major surgery, organ replacement, etc., without considering the side effects and only on the premise of saving life, it is now finally possible. It was rescued. But at present, the "sequelae" are particularly serious, and the "bones" are particularly weak! A lot of "rescue" means (overdraft, investment) in the early stage will now take more time to recuperate (remedial)!

Faster is a year or a half, slower is hard to say... and whether it is the development of an enterprise or personal growth, it needs the blessing and empowerment of national luck and luck. It can be said that the quality of "fortune" determines everything! 

The current economic development is facing three major challenges: first, consumer confidence needs time to repair; second, the international trade export situation is grim; "triangular debt" problem). Looking back on the past year, China's economy has experienced four stages of decline, reversal, recovery, and stabilization. The construction industry, as a powerful tool to stimulate domestic demand, strives for success while maintaining stability; while the real estate industry has a serious negative growth and seeks survival amidst setbacks.

In the context of the wide opening of the currency "faucet", the CPI price index has been running at a low level in the past two months, the market demand is insufficient, real estate does not acquire land, and residents repay loans in advance... Various manifestations of lack of investment confidence, active "deleveraging" "The ideology is very clear. 

In the past three years, in order to ease the pressure on development and investment, the country has released a sufficient amount of banknotes. Especially in 2022, when the epidemic has a greater impact, the central bank will issue 28 trillion yuan, and the accumulated banknotes printed in three years will exceed 75 trillion yuan. It can be said that the construction industry, real estate, and the door, window and curtain wall industries have performed in the epidemic-from flying against the wind to physical exhaustion. 

Do you agree? The difficulty now is because the early stage of development is too fast...especially in the two years of 2020 and 2021, under the support of strong monetary policy, in line with the new changes in all work processes and life rhythms, and more responses Measures, higher work efficiency, faster communication methods, and the key to new projects, new orders, and even new tracks... have made life easier for many companies. 

From the set of real estate data in the picture, we can clearly find that: In the five years from 2017 to 2021, we have achieved more than 50% of the sales in the past 20 years, and nearly half of this time is due to the "epidemic" period.

Of course, coins have "two sides", and banknotes are no exception... While the output value is increasing, the debt of local government platforms is also as high as more than 60 trillion. Therefore, no matter how the bank issues currency in the future, most of it will be used to repay the previous debts, which is equivalent to returning to the bank after a "idling" circle. The overall market will still be seriously short of money, and liquidity will still be insufficient. 

This may be why everyone has: before the epidemic, life was okay, during the epidemic was full of challenges, and after the epidemic, there is an "illusion" of difficulties and crises! 

Lack of orders and tight cash—it has become a high-frequency word in the industry, and it has become a problem that we have to face and solve every day...China's economy has shifted from high-speed growth to high-quality development. Traditional real estate, construction, and doors, windows and curtain walls Enterprises and manufacturers of supporting materials (the entry "supporting materials" is provided by the industry encyclopedia) have already bid farewell to "explosive" growth and entered a new cycle of "low fault tolerance, high risk" and coexistence of "deterministic and uncertain". Enterprises Both the survival and development of individuals are facing the pains of transformation. 

At present, China's economy is in the early stage of recovery, facing the problems of differentiated recovery and insufficient aggregate demand. Only by working hard on the economy can we save "deflation". Direct access to the real economy and expansion of domestic demand have become the key . Then, the real estate, construction industry, and the door, window and curtain wall industry, whether it is the stock derived from new construction-urbanization construction or old renovation-urban renewal, are the core pillars of the "real economy and domestic demand market " .

2023 is the first year to fully implement the spirit of the "Twentieth National Congress" of the party. At the "two sessions", the general secretary emphasized that high-quality development is the primary task of building a socialist modern country in an all-round way; High-quality development . At the same time, Minister Ni Hong of the Ministry of Housing and Urban-Rural Development also expressed his position: we should shift from "yes" to "whether it is good or not" . For door, window and curtain wall design and construction enterprises, as well as supporting industries such as architectural glass, aluminum profiles, hardware accessories, sealants, heat insulation strips and sealant strips, and even the construction industry and real estate—the primary task of the new era is to Promote higher-quality development of the industry with a new development model. 

Next, how will the door, window and curtain wall industry develop? China Curtain Wall Network ALwindoor.com combines the real estate and construction industries to explore with you: 

Real estate "building a bottom and stabilizing" - from the previous downturn, to the implementation of policies such as the "16 Financial Measures" and the "Three Arrows" for real estate financing in the fourth quarter of last year, as well as the fundamental changes in the epidemic prevention and control policies, enterprises of different natures Characterized by increased differentiation. Now most private enterprises are under great pressure to pay back, and are generally eager for quick success and instant benefit. It is difficult to ask for "far water" to quench their "near thirst". On the contrary, some state-owned enterprises and central enterprises have both the ability to be "fast" and the confidence to be "slow". On the one hand, it exerts strong marketing efforts, and on the other hand, it also attaches importance to innovation and long-term customer management. This is also the fundamental reason why more and more countries and central enterprises have appeared on the real estate TOP10 list in recent years.

As the "basic national policy" of the real estate industry, "housing to live in, not speculation" has been put forward at the end of 2016 for 6 years, bringing about changes in the underlying logic of the industry. At present, the real estate industry is in a critical period from "scale expansion" to "high-quality development". After all, Chinese-style modernization is for the well-being and happiness of the people, and housing is an important indicator of happiness. Therefore, in the process of Chinese-style modernization, the real estate industry will still play a supporting role, and will generally show the new characteristics of "trend restoration, structural optimization, and kinetic energy conversion". 

Steady growth in the construction industry - in the first quarter of 2023, the infrastructure will start to charge, and major projects in various places will launch a "spring offensive". The stable development of the construction industry has a solid foundation, intelligent construction applications, exploration of construction robot technology, carbon reduction/green construction development , construction industry Internet construction, EPC, and prefabricated buildings will be further popularized. Under the clarion call of stimulating domestic demand, CSCEC has continuously created new heights in the amount of "contract signing"...

As one of the pillar industries of the national economy, the construction industry has obvious cyclicality, and its development is highly related to the macroeconomic trend. In the past year, with the downturn of the real estate industry, it has had a negative impact on the speed of payment of construction enterprises. The pressure on liquidity has further emerged, the differentiation among enterprises of different ownership systems is obvious, and the short-term debt repayment pressure of private enterprises is relatively high. 

In fact, the current construction industry does not have the "pit" in the rumors . Judging from the investment in fixed assets in the construction industry in the past 10 years, although the housing construction market has shrunk, infrastructure construction, especially rail transit, is still in a period of rapid development. There is room for development very big. Although the infrastructure construction of first-tier cities such as Beijing, Shanghai and Guangzhou has reached a balance point, the infrastructure construction of second- and third-tier cities is still in full swing, requiring a lot of capital and technology to invest in the construction industry. It can be said: As a construction industry that solves the labor force, improves people's livelihood, and stimulates domestic demand, it is completely illogical to say "recession". 

After introducing the real estate and construction industry, what about the door, window and curtain wall industry ? Struggling in the period of "certainty and uncertainty" - according to the release of the National Bureau of Statistics: China's GDP grew by 4.5% year-on-year in the first quarter, while the scale of enterprises Profit fell 21.4% year-on-year. 

Compared with the real estate industry and the construction industry, the upstream customers and project orders of the door, window and curtain wall industry have shifted from real estate projects of medium and large private enterprises to real estate development led by state-owned enterprises and central enterprises, and urban construction. At the same time, the price changes of related supporting materials such as glass, aluminum (the entry "aluminum" is provided by the industry encyclopedia), hardware, glue, heat insulation strips and rubber strips are also affected by international trade, freight, war, etc. The fluctuation range is relatively large, and a new model of "one order negotiation, cash and spot" has been formed in the industry. 

Now is a difficult and unknown era, with fluctuations in output value and declining profits. "New" industry characteristics and "new" development ideas have gradually become clear, and stable foundation and diversification have become mainstream thoughts. Under various policy safeguards such as "guaranteed building delivery" and "strict payment", the payment of project progress payments will be more important to engineering companies and material companies. 

The "people come and go" market is recovering, but the order volume still can't keep up . Various conferences and activities in the industry are seeking the spring breeze after "letting go". Several exhibitions have highlighted everyone's love and confidence in the door, window and curtain wall industry. However, while the population is thriving, the actual number of contracts signed is not ideal. It seems that everyone has a relatively "conservative" understanding of the expected development of the market. "Party B" looking for opportunities is far more than "Party A" who gives orders square". 

Since the first quarter of 2023, the report statistics for listed companies in the door, window and curtain wall industry, as well as large and medium-sized enterprises: 

(1) 
The data of most companies in the door and window industry show that the market performance has increased substantially, and the growth rate of individual companies has even exceeded 100%, but the profit margin has declined to varying degrees, with a decline rate of 5%-10%. . 

(2) 
Many listed companies in the curtain wall industry have increased compared with the same period last year, with a growth rate ranging from 3.11% to 6.06%. The output value of large and medium-sized curtain wall engineering enterprises has increased and decreased, and generally increased and decreased. In addition, it is relatively uniform that the profit attributable to the parent company of listed companies and the profit margin of large and medium-sized enterprises have declined compared with the same period. 

(3) Main materials and auxiliary materials 
Listed companies with architectural glass as the main body, as well as large and medium-sized enterprises, experienced a significant year-on-year decline in performance in the first quarter. Most companies are destocking, adjusting prices, and improving profitability. As for large and medium-sized enterprises such as aluminum profiles, hardware accessories, sealants, heat insulation strips and sealant strips, it can be said that "a few are happy, and a few are sad". enterprises. 

As a whole, supporting materials and auxiliary materials companies have basically flat or slightly declined operating income, but their profit margins have increased. This is because the market for materials companies in the statistics is "diversified" earlier and wider. Although the output value is affected by doors, windows, Upstream enterprises such as curtain walls have a greater impact, but profit margins have been strengthened in diversified markets. 

(4) Others 
Based on the first-quarter data of enterprises such as door, window and curtain wall processing equipment, aluminum plates, anchor bolts, stainless steel, and shutters, it reflects that the production capacity of large and medium-sized enterprises has not changed much over the same period, mainly due to the consumption of orders at the end of the previous year. host. 

To sum up: the market tracks in various segments are being repaired, and the market will not be achieved overnight, but will experience twists and turns. 

Next, China curtain wall network ALwindoor.com combines the current market conditions of the industry, and lists the market and operating status of the subdivided industries: 

(1) 
The main body of curtain wall and curtain wall projects is still in real estate projects. More real estate project cooperation comes from central enterprises and urban renewal, and the proportion of cooperation with real estate private enterprises has declined; the type of curtain wall is still dominated by glass curtain walls, and the proportion of aluminum curtain walls is The proportion of curtain wall systems with multiple functions and high unit prices has increased significantly, while the price of traditional and standard curtain wall systems has dropped again and again, and cases of sacrificing project quality for contract volume abound, which is shocking. 

(2) The door and 
window industry has undergone major changes. Engineering door and window companies have more stringent evaluation of projects. The market size of large and medium-sized door and window companies is gradually increasing. The days became more difficult. 

(3) 
With the recent drop in the price of aluminum ingots for aluminum profiles, market strategies and business risks are increasing, but the dominant idea of ​​"seeking profit through scale" will not change. Overseas export orders will continue to rise in the future, and aluminum profile companies Need to ramp up production at full capacity. 

(4) 
In order to obtain relatively stable and sustainable profits for architectural glass, glass companies insist on destocking and strong management as the core. The focus of market breakthroughs lies in new products and new market areas. The market for photovoltaic construction and new energy is expanding rapidly. 

(5) The decline in the real estate of hardware accessories 
has brought great pressure, but the stock housing and existing buildings are updated, and young people have become the main users. In the future, the concentration of customer groups will be higher, competition will be more concentrated, products and doors and windows will be more deeply integrated, and increasing intelligent product research and development will become the key to open new markets. 

(6) 
After years of development and accumulation of sealants, China has become a major producer and consumer of sealants in the world, focusing on environmental protection upgrades, health upgrades, standard upgrades, brand upgrades, technological innovations, business transformation, regional penetration, industry restructuring, etc. , Diversified development strategy, so that the company's "arsenal" and cash flow are more abundant. 

(7) Heat insulation strips and sealing strips 
are environmentally friendly and recyclable, which is also a new requirement for material application in the construction market, and related products such as heat insulation strips and sealing strips have become the key to reducing the overall heat transfer rate of doors, windows and curtain walls Factors, market demand continues to rise. 

Along with the dual development of low-carbon and energy-saving, the social demand has increased significantly, and the products have become the ingredients of doors, windows and curtain walls that play a key role in green buildings, energy conservation and emission reduction. Breaking technical barriers and improving innovation capabilities are the core support of enterprises. Heat insulation strips The demand for large cross-section, multi-shaped, customization, and individualization of sealant strips will increase, and the product usage and market will continue to grow in the future. 

(8) The rising labor cost of processing equipment has made it mainstream to replace labor with equipment, and has also promoted door and window companies to make great efforts to invest in intelligent equipment for doors and windows. Future growth has a good prospect . Innovation is king, and the era of unmanned and replacement is coming. The processing equipment industry reshuffled earlier than other classified enterprises in the industry, from small workshops blooming everywhere to false products horizontally...the processing equipment industry has experienced such a chaotic period , as leading companies actively seek changes, they have increased investment in product research and development, and established a "moat" such as intelligence, unmanned, and flexible, so that market prospects and branding effects have been well realized. 

(9) Consulting 
The development of curtain wall consulting has fallen into a certain "bottleneck period" in the eyes of many people, which has a lot to do with the rapid development of the industry in the early stage, the rapid growth of the number of enterprises and the barbaric growth. The industry lacks a "bottom line", the quality of personnel is uneven, and the management level and operation mode are fully compatible with the real estate industry, so there are great disadvantages and hidden dangers in the development of the curtain wall consulting industry. At the same time, with the decline of the real estate market, there are various chaos such as difficulties in collecting payments, long cycle times, increased project cooperation requirements, and unclear division of responsibilities. The serious brain drain in the industry has restricted the company's talent reserve and investment in technology upgrades.

 
The consultant group with real estate cooperation as the main body needs to transform and upgrade as soon as possible in the future, from a relatively single type of service to a diversified service, from the role of chief technical engineer to a comprehensive and service-oriented project manager, and increase project services. In particular, the consulting ability of the whole life cycle process of the building has become an all-round expert. 

Keeping the bottom line of quality and price - no competition for a while, service quality and bottom line of price have become the "magic weapon" to save life. 

(10) Home improvement doors and windows 
benefit from the acceleration of domestic urbanization and the arrival of the era of consumption upgrading. Consumers have changed from coping with life to managing life and enjoying life, and their mentality of purchasing doors and windows has also changed from "sufficient" to "exquisite" ". The existing home improvement doors and windows have a "trillion-level" scale market, but there is no "Big Mac" brand. In 2022, with the obvious decline of the real estate industry, the construction industry is dominated by "new infrastructure", and home improvement doors and windows are actively "de-realization" and "downscaling". 

In the future, with the advent of the era of housing stocks, some industries will show a blue ocean trend. Home improvement is one of the trillion-level sub-tracks that continues to grow. Under the combined influence of factors such as the epidemic situation and rising material costs, the home improvement doors and windows sector still shows full performance. development resilience. Market demand for energy-saving, quiet, airtight, watertight high-performance requirements of door and window products, as well as intelligence, safety, and the integration trend of appearance and color with more aesthetic personality and taste are becoming more and more obvious, which also keeps the home improvement door and window industry A relatively stable growth rate provides the premise.

 
(11) Aluminum plate, louver, fire-resistant glass, electric opening, coating, anchor bolt, fine steel... 
Minor materials in the door, window and curtain wall industry, the ones that have attracted more attention are: aluminum plate, louver, sunshade, electric opening, fire-resistant glass, Coatings, anchor bolts, stainless steel, enamel steel plates, etc., have a comprehensive annual output value exceeding 10 billion. The market share of leading companies in each category is relatively prominent, and the market share of leading companies in some sub-sectors exceeds 20%. 

Their respective markets and service targets are all concentrated in the door, window and curtain wall industry - niche but not common, the market share of each product is quite different, and the brands in the industry are distinct, spanning many industries and categories. In the future, the core of achieving breakthroughs in output value is to seize changing market opportunities and lay out key cities and key project areas. 

How will the door, window and curtain wall industry change in 2023 and in the future?

China's economy has the hope and ability to maintain long-term stable development｜The report of the 20th National Congress of the Communist Party of China proposed the goal of realizing Chinese-style modernization. By 2035, the per capita GDP will reach the level of moderately developed countries. It is expected to double the economic aggregate and per capita income, and will still contribute 30% of global economic growth every year. Under the large-scale "country-city" and "city-city" population migration, the regional imbalance and structural shortage of housing are prominent, bringing structural growth potential. The development of large urban agglomerations is inseparable from real estate development and infrastructure construction. Future urban renewal and transformation will drive the in-depth development and innovation of the door, window and curtain wall industry.

Policies and the overall economic environment are conducive to the development of the industry —the number of people receiving higher education in China has exceeded 240 million, and the "talent dividend" is taking shape. The middle-income group will double to more than 800 million in the next 15 years, and the quality of the population will be significantly improved. Economic development, population migration and quality improvement will still support construction consumption, and real estate and construction will remain a huge industry. In the next five years, the scale of the new housing market will remain above 10 trillion yuan, and the total scale of second-hand housing, as well as commercial and public construction projects will exceed 20 trillion yuan. 

There are many reasons to be optimistic about China's economy, but we will face the coming of an era of diversification, professional output, and "dimension reduction strikes"... 

The door, window and curtain wall industry is greatly affected by the upstream, and more and greater efforts are needed to break through the market. There is a voice in the market that "low quality and low price, cheap products are not good; At the same time, there is another voice in the market that "the strong will become stronger, the industry will be concentrated and the scale will increase, and safe, reliable, green and energy-saving products will be fully recognized by the market." 

The industry has never been as eager as it is today to clarify the direction of transformation and development and the support of industrial upgrading. Enterprises have taken the initiative to shrink their balance sheets. In the market segments such as home improvement and customization, these "growth points" will surely become the main direction of the company's efforts in the future. 

We firmly believe that through the accumulation in the early stage and the output in the later stage, the enterprise will 

Use "long-termism" thinking to shape brand value - in order to achieve a breakthrough in the market; 

Construct a sales system with the mentality of "realize in time" - use effective and accurate to achieve dimensionality reduction strike! 

Cross-industry + cross-border + from digital design, intelligent production and scientific construction of doors, windows and curtain walls, to aluminum profile enterprises breaking the traditional service system, transforming from real estate and construction to industry and transportation; architectural glass uses new energy, In particular, photovoltaic energy is the core; sealants have changed from construction glue to industrial glue, electronic glue, civil glue, etc.; the diversification of hardware accessories, sealant strips and heat insulation strips has developed rapidly, from construction products Expand to home decoration products, including whole house intelligence and refined decoration products.

 
The profit target drives the company to continuously expand its ideas, so that the diversified products and market structure can support a new round of rapid development of the company. At the same time, in recent years, the competition in the market has become more and more fierce. Home furnishing giants have entered doors and windows, central enterprises have expanded curtain walls, and real estate has attracted a large number of senior management talents for doors, windows and curtain walls. The upstream giants began to lay out downstream branch products, and the "dimension reduction strike" in the industry was ubiquitous. 

At present, the door, window and curtain wall industry is experiencing local pains brought about by the "big adjustment" of the real estate and construction industries. Many people in the market see a crisis, "money" is hard to earn, and " delay" is too long. , to jointly resist "low-price bidding" and "homogeneous competition", the survival and development of all enterprises will face great danger. 

The market is greatly influenced by policy trends—there are opportunities in crises, internal development meets the requirements of the times, adheres to the development path of technological innovation, product innovation, service innovation, and the blessing of high-end talents, the market space is still broad, and it has become more reasonable. The pattern of "polarization" will be difficult to break for a period of time, especially on the premise that the operation and settlement mechanism of door, window and curtain wall projects have not undergone fundamental changes. Large enterprises with more capital and funds to withstand pressure risks have obtained more market share. 

Of course, the change in wind direction comes more from the policy side: the introduction of restrictions on advance funds, curbing low-price winning bids, improving advance payments, etc., gusts of warm wind blowing... 

1. Restricting advance funds for government projects 
Since the implementation of the "Government Investment Regulations", many provinces have followed up and issued documents. As of March 2023, 19 provinces and municipalities have issued documents that clearly prohibit "advance fund construction". Government investment projects must not be funded by construction units. Advance construction. 

The phenomenon of advance capital widely exists in the door, window and curtain wall industry. Due to the large amount of project funds and long operation cycle, the phenomenon of advance capital seems to have become a practice in the industry. However, with the withdrawal of "advance funds", it will further increase the pressure on the government's finances, and it will inevitably affect the amount of construction and progress of the project... But from another perspective, the construction general contract, especially the door, window and curtain wall project Enterprises are a great boon. There are more projects that do not need to advance funds, and enterprises will have more funds. Increase labor, speed up progress, and pay material costs in a timely manner, improve project efficiency, and make the update and completion of the door, window and curtain wall engineering market faster. " The market environment of "small profits but quick turnover" will be more reasonable. 

2. Promote price settlement in the construction process! Advance payment in cash On 
December 14, 2022, 7 departments including the Shanghai Municipal Housing and Construction Commission issued the "Notice on Further Regulating the Settlement and Payment of Engineering Construction Projects in this City". It will come into effect on January 1st. As of Shanghai’s publication, 31 provinces and cities across the country have issued relevant policy documents on the implementation of construction process settlement. 

At the same time, the advance payment must be paid in currency, and the construction general contractor shall not be forced to accept non-monetary payment methods such as commercial acceptance bills. The payment for the project should be completed within the time limit stipulated in the contract. If the construction unit still fails to perform within a reasonable period after being urged and affects the construction unit to continue construction, the construction unit has the right to suspend the construction and postpone the project date accordingly. 

3. Good for small and medium-sized enterprises! The progress payment shall not be less than 85%. 
Previously, the Ministry of Finance issued the "Notice on Improving the Relevant Measures for the Settlement of Construction Project Prices", which will come into force on August 1, 2022. Project contracts signed from this date shall be Follow this notice. Among them, it is clear that government agencies, public institutions, and state-owned enterprises should pay no less than 80% of the completed project price. 

4. Some cities have introduced 
new policies aimed at small and medium-sized material enterprises for directional procurement. It has been found in many cities that in terms of new positioning for the market, the inclination towards small, medium and micro enterprises is very obvious. The governments of many places have issued "small procurement projects, engineering projects within a few million", which are all reserved for small and medium-sized enterprises in principle. 

5. The establishment of comprehensive real estate registration. 
2023 happens to be the tenth anniversary of the implementation of the unified real estate registration reform. According to Xinhua News Agency, China has fully realized the unified registration of real estate and realized the real national networking, including various housing forms. As our country enters the era of unified registration of real estate, psychological pressure on the real estate market has formed. No matter for house buyers or sellers, they will not ignore this fait accompli when making buying and selling decisions. 

6. Vigorously promote the application of green building material products. 
Many places have issued a notice of "comprehensively promoting green building and green building material products". All relevant cities can choose some projects to implement first, and gradually expand the scope on the basis of summarizing experience. By 2025, government procurement will be realized. Full coverage of project policy implementation. In addition, government procurement projects such as hospitals, schools, office buildings, complexes, exhibition halls, convention centers, gymnasiums, and affordable housing are encouraged, including government procurement that applies to bidding (the entry "tendering" is provided by the industry encyclopedia). Engineering projects shall be included in the implementation scope of green building materials application. 

7. To achieve high-quality development, it is necessary to curb low-price competition. 
On the one hand, the cost of materials has increased significantly, and on the other hand, the price of doors, windows and curtain walls has tumbled. This is an extremely unreasonable phenomenon. The old-fashioned topic : the bidding unit invites bids at unlimited prices, or the base price is lower than the cost price, or the company bids at an ultra-low price... It often happens in the current door, window and curtain wall engineering market. Under the premise of lacking a strict and complete quality assurance system and scientific and rigorous technical specification requirements, the construction unit blindly requires the bidding enterprises to win the bid at a low price in order to reduce costs and save construction costs. 

What it brings is "bad money drives out good money" - the design is incomplete and oversimplified, hidden dangers have been buried in the early stage, and then cut corners during construction, and inferior materials are used for shoddy... All kinds of doors and windows show The fierce competition between the curtain wall and the architectural decoration industry will inevitably cause hidden dangers such as poor quality and pre-embedded problems, which will ultimately hurt the fundamental interests of the construction unit and consumers. The Aluminum Door, Window and Curtain Wall Branch of the China Construction Metal Structure Association has also been advocating in the "Work Report" in recent years: reasonable profits, reasonable prices, and orderly competition. 

In May 2021, the National Development and Reform Commission announced the Tendering and Bidding Law (the revised draft for public consultation), marking that the Tendering and Bidding Law, which has been implemented for nearly 20 years, will usher in an overhaul. Door, window and curtain wall people are eagerly looking forward to the overhaul of the tendering and bidding law. They can have a saying about "winning the bid at a low price" and can reasonably take into account the legitimate rights and interests of both parties in the bidding and bidding. The market is on a healthy track. 

To sum up: the policy continues, but "fermentation" still takes time, and the "lack of money" in the door, window and curtain wall industry in 2023 is destined to become the number one keyword of the year. The slow recovery of the real estate industry, the lack of impetus in the construction industry, and the influence from the upstream have caused the door, window, curtain wall design, construction, and supporting material companies to have an increasing demand for project funding guarantees. Rob. 

To break the project cooperation under the "lack of money" and government project funding difficulties, we need to have the idea of ​​"living water" and break the tradition. Take the doors and windows in the market as an example. The houses we buy are packaged, not customized, and end users cannot Choose your own windows, configuration is not really needed. This indirectly caused some users to directly remove the original windows after buying a house, resulting in a huge waste of social resources. If the model is changed and the configuration is flexible, so that the developer does not "lack of money" and the user does not "spend money", will it kill two birds with one stone? Like most products, every progress of doors, windows and curtain walls is a new technology, a new process The innovation and application of new materials and other aspects, innovation and intelligence have become an important lifeline of enterprises. Door, window and curtain wall enterprises must first focus on "quality" and then "quantity". 

At present, the competition between central enterprises and private enterprises is more of a "dimensionality reduction blow" - most private enterprises are mainly engaged in housing construction and residential business, with a single business layout. private enterprise. Large central enterprises, on the other hand, have a more diversified business layout, including housing construction, infrastructure construction, decoration, doors, windows and curtain walls, and even municipal engineering, ecological environmental protection, and urban renewal. In addition, the financing cost of central enterprises is significantly lower than that of private enterprises. Today, Party A in the construction industry is not very rich, and a large number of projects have financing attributes and requirements for advance funds. The financing cost advantage of central enterprises will be further enlarged in the future. 

Under the background of the new era, the direction of innovative research and development of doors, windows and curtain walls should focus on the theme of "stuck neck", driven by diversified market independent configuration, led by state-owned enterprises and central enterprises, and private enterprises cooperate with the supply at the end of the industrial chain to "big " Drive "small and medium". 

Of course, the "oligarchs" of doors, windows and curtain walls are different from other industries - in many industries, most of the market share is occupied by a few two or three companies. In other words, most industries will show the characteristics of "oligopoly" in the later stage of development. For example: PetroChina & Sinopec, China Mobile & China Unicom & China Telecom, Adidas & Nike, Coca-Cola & Pepsi, Meituan & Ele.me, Apple & Samsung & Huawei...

The door, window and curtain wall industry is similar to China's construction industry, and does not have the characteristics of oligopoly. There are more than 100,000 companies in the industry, and they share a market share of 30 trillion yuan per year. The annual revenue of "China Construction", which ranks first That's just over a trillion. The degree of fragmentation of the entire industry is quite similar to that of the catering industry: Haidilao is doing well, but it’s just that, and it can’t form a monopoly; the ramen restaurants and wonton restaurants downstairs in the community are also booming, and they have to queue up during the afternoon rush hour. 

China's manufacturing industry and corporate form are iterating from 2.0, 3.0 to 4.0 - the aluminum door, window and curtain wall industry needs to seize opportunities and solve core problems with "scientific and technological innovation"; follow the general trend with "digitalization and intelligence"; pay attention to "products and Brand" double upgrade. At the same time, it is even more necessary to grasp the trend of globalization and enhance self-confidence in localization. We have an open market and positive policies. In this beautiful era, our industry needs to be continuously optimized and strengthened, mastering "unique skills" and becoming the "all-round king" of doors, windows and curtain walls, or individual champions and supporting experts. 

There are "rich" on the top, and "doing" on the bottom | From the avenue to simplicity, enterprises in the door, window and curtain wall industry in the future should be divided into three levels: small and micro enterprises for services, medium-sized enterprises for products, and large-scale enterprises for platforms . Central enterprises and large and medium-sized enterprises will become larger project platforms and participate in projects in the form of general contracting and cooperation; medium-sized enterprises will link up the past and improve technology research and development and product supply; and small and micro enterprises will do OEM and supporting services for basic products. There may not necessarily be "oligarchs" in the future industry, but there will definitely be more "platform" companies in the future industry . 

Ask how the canal is so clear, because there is a source of flowing water - the fate of the country determines the prosperity of the industry, the survival of the enterprise, and the fate of everyone involved. 

Next, with the rise of the new middle class, 80/90 has become the main force of consumption in the new era, and this group has higher requirements for a livable, safe and intelligent living environment. The performance indicators of traditional doors, windows and curtain walls are increasingly There is a clear mismatch between the growing demand for innovation and energy conservation. 

Therefore, door, window and curtain wall personnel must grasp the new characteristics of the new era, develop diversified and professional products and supporting services, and drive the overall progress of the enterprise with innovation. At the same time, keep an eye on the "weak" link of the industrial chain, see the right time, find the right position, seek "dimension reduction strike, dimension upgrade assault" , to achieve the industry TOP, in the new market that is open and inclusive, full of opportunities, to achieve the inflection point "Break the wind" to move forward.