2024 年中期中国建筑铝合金模板行业发展报告

中国基建物资租赁承包协会 摘要 中国基建物资租赁承包行业作为支撑建筑行业发展的重要组成部分，是推动建筑材料、机具及装备在建筑施工领域周转使用和高效利用，保障建筑施工安全、高质、高效的现代服务业，努力为绿色发展、双碳目标、循环经济做出贡献。建筑铝合金模板行业作为基建物资租赁承包行业的重要细分领域之一为建筑施工提供一整套安全、高效的铝合金模板体系及服务。据中国基建物资租赁承包协会统计测算，2024年中期全国建筑市场铝合金模板保有量6147万平方米，与2023年同期相比保有量下降6.3%。全国共有建筑铝合金模板研发设计生产加工、租赁承包企业200余家。2024年中期全国建筑铝合金模板生产销售租赁承包收入148.9亿元，较2023年同期降低9.6%，其中销售收入21.7亿元租赁承包收入127.2亿元。 Abstract As an important part of supporting the development of the construction industry,China's infrastructure materials leasing and contracting industry is a modern serviceindustry that promotes the use and efficient utilization of construction materialsmachinery and equipment in the field of construction turnover, guarantees the safety,high quality and high efficiency of construction, and strives to make contributions togreen development, double carbon goals and circular economy. As one of theimportant segments ofthe infrastructure material leasing and contracting industry,theconstruction aluminum formwork industry provides a complete set of safe and efficient aluminum formwork system and services for building constructionAccording to the statistical estimation of China Construction Material RentalContractor Association (hereinafter referred to as CMRA),In the middle of 2024, thenational construction market retained 6l.47millionsquare meters of aluminumformwork, down 6.3% compared with the same period in 2023. There are more than200 enterprises of R&D and design, production and processing, leasing andcontracting of aluminum formwork for construction inthe country.The incomefromproduction, sales and leasing and contracting of aluminum formwork for constructionin the middle of 2024 was RMB 14.89 billion, down 9.6% compared with the sameperiod of 2023, of which the income from sales was RMB 2.17 billion, and theincome from leasing and contracting was RMB 12.72 billion. 目录 、2024年中期中国建筑铝合金模板行业总体情况及走势 （一）2024年中期中国建筑铝合金模板行业总体情况（二）2024年中期建筑铝合金模板生产企业运行发展指数走势（三）2024年中期建筑铝合金模板租赁承包企业运行发展指数走势 中国建筑铝合金模板行业基本情况 ()企业经营模式(二)业务涉及区域情况(三)建筑铝合金模板产品类型、企业经营产品类型(四)企业员工总数(五)经营收入情况(六)产品销售价格情况（七）租赁价格情况（八）企业回款率情况（九）施工项目所在城市情况（十）客户类型情况（十一）企业利润情况（十二）融资渠道情况（十三）推动行业规避风险措施情况（十四）未来主要投资方向（十五）仓储降本增效措施情况 （十六）企业最期待的支持政策情况16（十七）海外布局过程中最关注的风险情况（十八）企业更有效缓解回款难采取的方式的情况 三、行业呈现特点 （一）行业“洗牌”态势加剧，集中度跃升（二）业态创新得以激发，资源整合持续加强（三）侧重现金流管理，强化降本增效四、行业发展问题20（一）价格、回款率均不断下探，竞争持续加剧20（二）有效需求不足，利润下滑成为行业普遍现象20五、行业高质量发展的着力点（一）加快发展新质生产力（二）推进数字化转型（三）坚守底线，强化协同、 Contents Chapter 1 Mid-2024 Overview and development of China construction aluminum formworkindustry1.1Mid-2024OverviewofChinaconstructionaluminumformworkindustry1.2 Mid-2024 PMI of construction aluminum formwork manufacturer:1.3 Mid-2024 PMI of construction aluminum formwork leasing contractorsChapter2Overview of aluminumformwork industryinChi2.1 Proportion of enterprise business models2.2Regionofbusiness2.3 Proportion of aluminum formwork product types and proportion of enterprise product types52.4Proportionofthetotalcorporateemployees2.5 Operating income.2.6Overviewofproductprices2.7Overviewofrentalprices2.8Overviewofcorporatereturnrate.102.9Proportion of the citywhere the construction project is located2.10Proportion of customertypes2.11Overviewofcorporateprofitability132.12Overview of access tofinance132.13Promotion of risk aversionmeasures in the industry2.14 Key investment directions for the future..152.15 Status of cost reduction and efficiencymeasures in warehousing152.16 Situation of support policies that enterprises are most looking forward to162.17The most concerned risk situation during overseas layou2.18 The case for a more effectiveway forbusinesses to mitigate the difficulty of getting backtheirmoneyChapter3IndustryFeatures183.1Industry“reshuffle”trend intensifies, concentration jumps up3.2Industry innovation is stimulated and resourceintegration continues tobe strengthened....193.3Focus on cash flow management to enhance cost reduction and efficiency gains....20Chapter4IndustryDevelopment Issues4.1 Competition continues to intensify as prices and payback rates continue to sink204.2 Insufficient effective demand, profit decline has become a common phenomenon in theindustry..21Chapter5Thefocusofhighqualitydevelopment of theindustry...5.1Acceleratingthedevelopmentof new qualityproductivity..5.2Advancing digital transformation215.3 Staying true to the bottom line and strengthening synergies 、2024年中期中国建筑铝合金模板行业总体情况及走势 2024年是全面贯彻落实党的二十大精神的关键之年，是深入实施“十四五”规划的攻坚之年。上半年，国民经济运行总体平稳，稳中有进，新动能加快成长，高质量发展取得新进展。坚持以习近平新时代中国特色社会主义思想为指导，全面贯彻落实党的二十大精神，坚持稳中求进工作总基调，以进促稳、先立后破，加快构建新发展格局，着力推动高质量发展 房地产市场供求关系发生重大变化，市场仍处在调整期，随着各项政策的实施，市场出现了积极的变化。因城施策，积极调整优化房地产政策，扎实做好保交房工作，支持刚性和改善性住房需求，政策效应逐渐释放，市场活跃度有所提升。同时，保障性住房建设、“平急两用”公共基础设施建设、城中村改造等“三大工程”积极推进，有利于构建房地产市场发展新模式，也为投资扩张增添了动力。中共中央政治局会议再次强调，要持续防范化解重点领域风险。要落实好促进房地产市场平稳健康发展的新政策，坚持消化存量和优化增量相结合，积极支持收购存量商品房用作保障性住房，进一步做好保交房工作加快构建房地产发展新模式。要完善和落实地方一揽子化债方案，创造条件加快化解地方融资平台债务风险。要统筹防风险、强监管、促发展，提振投资者信心，提升资本市场内在稳定性。从我国城镇化发展进程看，从人民群众对好房子的新期待看，房地产市场还是有很大潜力和空间 （一）2024年中期中国建筑铝合金模板行业总体情况 据中国基建物资租赁承包协会统计测算，2024年中期全国建筑市场铝合金模板保有量[116147万平方