As a hot topic concerned by people's livelihood in recent years, "living" has gradually become an important standard to measure a better life. Whether it is the shed reform or the old reform, it is carried out around the old city to change the new face, in order to further improve the quality of the city's livable and suitable industry.
In 2020, the old correction is accelerating.
On July 20, the General Office of the State Council announced the Guiding Opinions on comprehensively promoting the transformation of old urban residential areas, pointing out that by the end of the 14th Five-Year Plan, strive to basically complete the transformation task of the old urban community that needs to be transformed before the end of 2000.
This heavy news is like releasing a spring thunder in the cold winter of home building materials and home decoration industry, and enterprises in the industry will welcome new opportunities.
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since this year, the central level has issued several articles to promote "old Reform". The difference is that this time the key word is "comprehensive promotion", and there is a specific timetable, one by one to clarify the objectives, tasks and object scope of the transformation of the old urban community, mobilize the participation of the public and social forces, key issues such as ways to raise funds for transformation. This means that the old Reform is about to be fully launched.
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industry Prospects
the potential stock scale of "old reform" is huge.
According to previous official reports, there are 170000 old urban communities that need to be transformed, involving hundreds of millions of residents. In other words, by the end of the 14th Five-Year Plan, that is, before 2025, the country will complete the transformation of 170000 old residential areas.
Among them, there were nearly 160000 old residential areas in China before 2000, involving more than 42 million residents, and the construction area was about 4 billion square meters. In 2000, 2001 and 2002, the floor space of residential buildings of xinzengcheng city were 0.62 billion square meters, 0.47 billion square meters and 1.29 billion square meters respectively. According to the definition of old community, "the built-up area of the city has been built and used for more than 20 years, then the potential stock scale of" old reform "will reach 4.82 billion square meters, 5.29 billion square meters and 6.59 billion square meters in 2020-2022 respectively.
These old communities are mainly concentrated in the Old City of a second-tier city, with Shanghai, Beijing, Guangzhou, Chengdu, Tianjin, Zhengzhou, Wuhan, Jinan and many other places.
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△Proportion of old residential areas in major cities before 2000
xia Lei, executive vice president of Evergrande Research Institute, calculated that according to the three major contents of old residential area transformation, the average cost of basic type transformation is about 300 yuan per square meter, which is calculated by 4 billion square meters of area to be transformed, it is estimated that 1.2 trillion yuan will be invested in the infrastructure transformation of old residential areas in the country; If only elevators and parking are considered for the improvement, it is estimated that at least 2.66 trillion yuan will be required; However, for the upgrading transformation, if it is estimated that 4 million yuan and 170000 communities are invested in each community, 0.68 trillion yuan is required. Therefore, it is conservatively estimated that at least 4.54 trillion yuan should be invested in the reconstruction of old residential areas.
If we consider the self-selected transformation part and residents to carry out the second indoor decoration spontaneously, or drive the market space to further improve.
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demand release
huge increase in home industry
the transformation of old residential areas not only involves the demand of improving people's livelihood, but also the important task of expanding domestic demand and stimulating investment. Its influence cannot be ignored.
According to the opinions, the transformation content can be divided into three categories: basic category, perfect category and Promotion category. The basic category mainly includes the transformation and upgrading of municipal supporting infrastructure and the maintenance of public parts such as roofs, exterior walls and stairs of buildings in the community. The perfect class mainly includes the reconstruction and construction of environment and supporting facilities, the energy-saving renovation of buildings in the community, the installation of elevators in conditional buildings, etc. Upgrading categories include the transformation or construction of community and surrounding community comprehensive service facilities, public health facilities such as health service stations, educational facilities such as kindergartens, and intelligent sensing facilities such as perimeter protection.
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insiders said that the building materials industry, building decoration industry, furniture and other internal needs, property and other external needs and communication equipment industry will benefit from the old Reform. Waterproof, coating, pipe, insulation materials and other sub-sectors are expected to benefit significantly. At the same time, the concentration of real estate has increased and the proportion of hardcover has increased, driving the market to the leading enterprises of B- end home building materials.
Specifically, the opportunities brought by the old reform can be divided into two parts: outdoor renovation and indoor renovation, including at least eight opportunities: Exterior Wall renovation, waterproof renovation, renovation of outdoor floor tiles, renovation of interior walls, lighting, various hardware products, pipes and smart communities.
From the perspective of the conduction logic of "old Reform", Old reform is expected to form a demand conduction chain for secondary decoration. From outdoor transformation to indoor renewal, some old houses may be renovated, furniture and household appliances may be released accordingly. It can be predicted that the "old reform" bonus will bring huge increase to the household industry.
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these changes are already taking place. According to the data evaluation of Owei cloud network, from the perspective of the output value structure of the residential decoration market, the total proportion of the old house and second-hand house renovation market in 2019 exceeded 40%, and in 2020 it will exceed 42%.
Emerging Track
how to change the old market?
The old reform is a huge dividend, but also brings new opportunities and challenges to enterprises.
If you want to enter this market successfully in a real sense, the first running mode is the key. In the past, emerging markets had great demand, and most home furnishing enterprises did not pay attention to the old house renovation market with low profits and scattered demand. At the same time, improved decoration is more difficult and complex, and few home furnishing enterprises have clear strategies in this area.
In general, the renovation of old houses is a market field with obvious long tail effect. Household enterprises should jump out of the traditional inherent thinking, jump out of the traditional operation mode, and gradually break the operation barriers crossover collaboration resources through new retail, at the same time, product innovation is used to strengthen the core competitiveness of enterprises, and innovation is carried out in terms of timeliness, convenience, service, product quality, etc.
Explore new models, innovate new products, and obtain the best business resources? For home furnishing enterprises, the most intuitive and effective way is to realize it through the exhibition platform.
As the first domestic exhibition approved in 2021in the post-epidemic era of customized home and door industry event, the CID 2021 Beijing customized home Industry Exhibition will be reinstalled in Beijing in March 2021!
CIDE Beijing custom home door Industry Exhibition will gather to break the situation, give full play to the advantages of the platform, and focus on displaying new products, new trends and new ideas of customized upstream and downstream industrial chains, effectively promoting the interaction between exhibitors and audiences, improving the efficiency of business and negotiation, inject continuous vitality into the development of home building materials industry and enterprises.
(Article Source: CIDE (Beijing Gate exhibition/Western doors and windows exhibition)-Public number, invasion and deletion)
