Core Viewpoint - The Chinese building materials group is focusing on nurturing and expanding emerging industries and future industries through technological and industrial innovation, which is seen as a core driver for transforming traditional industries and addressing challenges in strategic emerging industries [1] Group 1: Strategic Investments and Developments - The investment in strategic emerging industries by the Chinese building materials group has increased from 34.8% in 2021 to 61.9% in 2024, indicating a strong commitment to industry development [2] - The group has established a 15 billion yuan new materials industry fund to strategically invest in key areas such as semiconductor silicon wafers and photovoltaics [1] - Significant technological breakthroughs have been achieved, including advancements in low heat cement for hydropower projects and composite materials for civil aircraft, supporting major national projects [2] Group 2: Industry Layout and Growth Strategy - The group is adopting a systematic layout and tiered cultivation approach, leveraging the advantages of state-owned capital investment companies to address the rapid technological iteration and long R&D cycles in strategic emerging industries [3] - The company aims to develop a tiered industrial structure with 10 billion to 100 billion yuan segments in areas such as fiberglass, wind turbine blades, and photovoltaic glass [3] - The group plans to continue its dual focus on upgrading traditional building materials and optimizing the layout of strategic emerging industries to drive high-quality development [3][4]
中国建材做加法发力新赛道