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建築節能板塊走強,多隻個股漲停

格隆匯3月21日丨建築節能板塊延續漲勢,中材節能、廣田集團、金房節能、北玻股份等多股漲停,先鋒新材此前一度漲停,晶雪節能、霍普股份、建研院等漲幅居前。

近日,住房和城鄉建設部印發《“十四五”建築節能與綠色建築發展規劃》明確,到2025年,城鎮新建建築全面建成綠色建築,建築能源利用效率穩步提升,建築用能結構逐步優化。

精工鋼構近日披露機構投資者電話會議交流記錄公吿,對比歷史版本,即將實施的新《建築節能與可再生能源利用通用規範》中有幾個重點:將建築碳排放計算作為強制要求、明確要求“新建建築應安裝太陽能系統”、新增了温和地區工業建築節能設計指標要求等。新《規範》的執行將為已陸續出台的各項鼓勵政策提供更好的落地抓手,雖然諸如碳排放計算等標準還在討論尚未明確,以及實際執行情況會因地區、以及具體的項目而異,但是總體上都將利好綠色建築、分佈式光伏等業務的發展。

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