The mutual achievement of "good houses" and new technology drives the upgrading of the quality of the real estate supply chain
2025-06-24
The official implementation of the national standard "Residential Project Specification" (hereinafter referred to as the "new regulations") not only helps promote the development of new residential buildings towards "safety, comfort, green, and intelligence", but also brings opportunities for quality upgrading to the real estate supply chain. The relevant person in charge of the Ministry of Housing and Urban Rural Development previously stated that "good houses" and new technologies can complement each other: on the one hand, we will vigorously promote practical new technologies, processes, materials, and products that benefit the people, and focus on solving problems such as poor sound insulation performance, leakage, cracking, and odor return in houses; On the other hand, actively promoting whole house intelligence. After the new regulations were implemented, many real estate companies actively sought to cooperate with us. ”Tao Yuejie, General Manager of Weixing New Materials R&D Center, recently told Shanghai Securities News reporters that the company's whole house water ecology covers four major systems: water supply, drainage, heating, and waterproofing, achieving safety, health, comfort, energy conservation, and intelligence, highly in line with the requirements of the new regulations. According to research conducted by reporters, under the guidance of new regulations, housing construction companies intend to allocate more budget towards purchasing high-performance building materials, which may alleviate the "low price competition" among suppliers. Improving product quality and craftsmanship level is expected to become a development focus. The new regulations on the growth of high-performance building materials orders have put forward mandatory requirements for insulation, sound insulation and other performance of newly built residential buildings, leading to a significant increase in market demand for high-performance building materials. In the past, real estate companies paid more attention to price when purchasing materials. With the strict requirements of new regulations on housing quality, we actively seek new materials and technologies that can improve housing quality. ”Ke Le, Manager of the Technology Management Department of Poly Developments Shanghai, stated that the group will now support the application of new materials and technologies and establish special incentives. The supplier database will be evaluated and updated annually to introduce more high-quality components and materials and promote supply chain upgrading. Wang Xuanyuan, General Manager of the Product Management Department of Blue and Green Dual Cities, stated that the company has conducted special research to break down and implement the new regulations. "For example, in terms of quality assurance for water leakage prevention, we have sorted out 6 new materials, 8 new processes, and 12 control points. Guo Zhen, General Manager of Decai High Tech, a subsidiary of Decai Group, stated that the new regulations have milestone significance for the door and window industry and even the entire construction industry chain. They aim to elevate "quality" to an unprecedented level, reverse the industry's low-quality competitive ecology of "competing on price and speed", establish clear high standards for the industry, and strongly drive enterprises to return to the essence of products - focusing on performance, quality, durability, and user experience. The mandatory requirements of the new regulations have opened up a rigid and huge incremental market for high-performance building materials, and opened up the ceiling for industry growth. ”Guo Zhen stated that policies are forcing companies to increase their R&D investment in core areas such as materials science, structural design, and precision manufacturing, accelerating industry technological upgrades and product iterations. After the release of the new regulations, the market's attention to high-performance system doors and windows has surged, especially for products that meet the core performance indicators of the new regulations, with a particularly significant increase in orders, "said Guo Zhen. Tao Yuejie stated that the noise level of Weixing New Materials' drainage system is controlled within 30 decibels, which is higher than the national standard requirements. At the same time, the hot water circulation system in the water supply system is in line with the policy orientation of promoting solar hot water systems under the new regulations. In addition, the new regulations have raised the building height from no less than 2.8 meters to no less than 3 meters, providing convenience for the installation of the company's heating system. The application of prefabricated buildings driven by new technologies and products is an effective way to improve construction efficiency. With the implementation of new regulations, the market recognition of prefabricated buildings is expected to continue to increase. Ke Le stated that prefabricated buildings have significant advantages in construction speed and quality control. "Wall masonry no longer relies on manual labor by workers, but on prefabricated standardized components that are transported to the construction site for assembly, which can improve construction speed and ensure project quality stability. According to relevant personnel from Longfor Intelligent Manufacturing, prefabricated decoration can achieve higher quality decoration effects while controlling costs. "The patterns of luxury stone can be transformed into the patterns of prefabricated wall panels with high precision through rubbing and printing. The visual effect of this wall panel is very realistic, and customer feedback is very good. This decoration method not only improves delivery quality, but also enhances construction efficiency. Longfor Longzhi Manufacturing has shortened the decoration period by 35% through prefabricated interior decoration technology in the Blue Time project in Sanya, and over 80% of the homeowners have reported that the decoration results exceeded expectations. According to Longfor personnel, in order to further improve construction accuracy and efficiency, the company has invested a large amount of research and development resources in prefabricated decoration, and has obtained more than 200 patents related to prefabricated decoration. The home decoration standard system created by Zhejiang Jianjian House Decoration Co., Ltd. (hereinafter referred to as "Zhejiang Jianjian House"), a subsidiary of Zhejiang Construction Investment, has achieved 100% compliance with prefabricated interior and energy-saving sound insulation standards, and 80% use green and environmentally friendly materials. The prefabricated integrated wall used by the company consists of keel profiles, insulation and sound insulation layers, and formaldehyde free decorative panels, which have excellent fire resistance and sound insulation effects. The younger generation has a high acceptance of smart homes, and the company's focus on building high-end product lines - the Agile and Yueju series - has seen a significant increase in demand for intelligent personalization, "said Cheng Zhongyu, General Manager of Zhejiang Jianjian House, to reporters. Ke Le stated that the application scenarios and functions of smart homes are constantly expanding. In the projects developed by Poly, the smart home system not only includes one click to leave home, one click to home, smart lighting, and smart curtains, but also includes equipment linkage such as whole house speakers, smart door locks, and sweeping robots in some high-end projects. The headquarters also collaborates with different downstream top suppliers to study customized and innovative functional scenarios, "said Ke Le. In the first "Good House" project in Huzhou City, the Blue Green Twin Cities achieved full house intelligent system coverage while expanding space utilization. Through one click linkage, homeowners can switch between home mode, cinema mode, and rest mode, increasing operational efficiency by 60% and reducing energy consumption by 20%. The real estate chain is undergoing profound changes with the implementation of the new regulations on "good houses". From building materials supply to construction management, from cost control to technological innovation, the entire industry chain is undergoing a profound transformation. Cheng Zhongyu said that the building materials industry has problems with opaque prices and lack of standards. "The price of a tile sold to consumers has increased several times, but consumers find it difficult to perceive its true value. Under the new regulations, Zhejiang Jianjian House is reshaping its supplier and procurement system, adhering to the principle of "traceable source, visible process, and controllable quality", allowing consumers to view the source information, supply progress, and debugging process of building materials in real time through their mobile phones. Ke Le said that in recent years, real estate companies have started to focus on quality. In Shanghai, the decoration standards for regular projects have generally been raised to 2000 to 5000 yuan per square meter, and the cost increase is mainly due to various factors such as upgrading decoration materials. Although the cost of high-end decoration has increased, we have optimized cost investment and invested funds in more perceptible appearance, functionality, and configuration for homeowners to achieve reasonable cost adaptation. He said that some projects launched by Poly Developments in Shanghai have implemented the application scenarios and functions of "good houses", including intelligent systems for the whole house, customizable high-end decoration materials, and "home decoration level precision" in functional configuration. Are new and good materials necessarily more expensive? The supply chain and cost managers of the blue-green twin cities believe that this is not entirely the case. He stated that in the past four to five years, with the advancement of technology and the establishment of industry standards, as well as policy encouragement for the development of solar energy, the procurement cost of green building materials has become similar to that of traditional materials. According to its observation, the implementation rate of green building materials projects has been relatively high. Guo Zhen stated that the implementation of mandatory standards such as the "Green Building Evaluation Standards" and the "General Specification for Building Energy Efficiency and Renewable Energy Utilization", combined with subsidy policies for ultra-low energy consumption building demonstration projects and energy-saving renovations, effectively reduces the application threshold and user costs of high-performance system doors and windows. At the same time, Decai reduces direct costs through design standardization and supply chain optimization, and relies on intelligent manufacturing to significantly reduce hidden costs, building a virtuous cycle of "uncompromising performance and acceptable cost" for doors and windows. Intelligent materials are still in the initial stage of development. ”The supply chain and cost managers of the blue-green twin cities stated that in the past, customers had insufficient awareness of green smart buildings, which limited market demand. The number of suppliers for smart materials is relatively small, and their integration capabilities are limited, making it difficult to achieve intelligent integration of the entire house, community, and even supporting facilities. With the increasing demand for improved performance, space expansion, and high-quality living in "good houses", the demand for smart buildings in southern cities has undergone positive changes, and customers' acceptance of smart buildings has significantly increased. The supply side is also becoming increasingly rich, with the integration of facilities and equipment such as smart homes and smart parks underway, and white goods and electrical appliance companies are also laying out. At present, the supply and demand situation of intelligent buildings is close to the starting stage of the green industry and has the conditions for rapid development, "he said. In the industry's view, from the transparency of building materials supply to the reasonable adaptation of procurement costs, from the widespread application of green building materials to the gradual application of smart materials, the entire real estate industry chain is developing towards high-quality and sustainable direction. This year, we can already see some 'new things' in the industry chain, and it is expected that the industry chain will become more mature in one or two years, "said Ke Le. (New Society)
Edit:Yao jue Responsible editor:Xie Tunan
Source:Shanghai Securities News
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