[Dahecai Cube News] The Ministry of Industry and Information Technology recently jointly with six departments including the Ministry of Natural Resources, the Ministry of Ecology and Environment, the Ministry of Housing and Urban-Rural Development, the Ministry of Water Resources, the Ministry of Agriculture and Rural Affairs, and issued the "Work Plan for Stabilizing Growth in the Building Materials Industry (2025-2026)".

The "Work Plan" proposes that from 2025 to 2026, the building materials industry will recover and improve, the profit level will be effectively improved, the industrial scientific and technological innovation capabilities will continue to increase, and the scale of green building materials and advanced inorganic non-metallic materials industries will continue to grow. In 2026, the operating income of green building materials will exceed 300 billion yuan.

The Work Plan deploys five key tasks.

First, strengthen industry management. It is strictly prohibited to add new cement clinker and flat glass production capacity. New and reconstruction projects must formulate capacity replacement plans to promote the unity of actual cement production capacity and registered production capacity, and accelerate the transformation of photovoltaic rolled glass production capacity risk warning from project management to planning guidance; formulate and revise standardized conditions such as cement and flat glass, and promote the standardization of enterprise hierarchical and classified management.

The second is to strengthen industrial scientific and technological innovation. Strengthen the advanced inorganic non-metallic materials industry, accelerate the improvement of short-term and long-term products such as advanced ceramics and superhard materials, cultivate characteristic and advantageous resource industries such as graphite, fluorite, and magnesite, and improve effective supply capacity.

The third is to expand effective investment. Accelerate digital green transformation, release digital transformation system solutions for key industries, promote adaptive transformation and scale upgrades of key business scenarios, carry out the cultivation of "60" factories in industries such as cement and flat glass; strengthen standard guidance, formulate and revise mandatory national standards for construction safety glass and thermal insulation materials combustion performance, and industry standards such as green building materials evaluation.

Fourth, expand consumption demand. Continue to carry out green building materials to the countryside activities, implement policies to support green building materials to promote the improvement of building quality by government procurement; support the establishment of upstream and downstream cooperation mechanisms for inorganic non-metallic material production enterprises, and promote the promotion and application of diamond, advanced ceramics, low-dielectric glass fiber products, etc.

Fifth, deepen open cooperation. Strengthen industrial cooperation with countries and regions in jointly building the "Belt and Road" initiative, guide building materials products, technologies, standards, etc. to go global, and promote high-level international cooperation.

Work Plan for Stabilizing Growth in the Building Materials Industry (2025-2026)

The building materials industry is an important basic industry of the national economy, an important support for improving the living environment and developing a circular economy, and an important force for stabilizing the growth of the industrial economy. At present, the market demand in the building materials industry is sluggish, structural problems are prominent, and the industry's task of stabilizing growth is arduous. In order to implement the spirit of the Central Economic Work Conference, promote the smooth operation of the building materials industry and structural optimization and upgrading, this work plan is formulated.

1. Overall requirements

Guided by Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era, we will fully implement the spirit of the 20th National Congress of the Communist Party of China and the Second and Third Plenary Sessions of the 20th Central Committee of the Communist Party of China, adhere to the general tone of work of seeking progress while maintaining stability, focus on quality and efficiency, strengthen the deep integration of scientific and technological innovation and industrial innovation, focus on synergistic efforts between supply and demand, strictly prohibit new production capacity and carry out risk warning and control, optimize supply through the upgrading of traditional building materials and the development of advanced inorganic non-metallic materials, promote transformation through digital and green transformation, tap the potential of traditional consumption and cultivate emerging applications to expand demand, accelerate the cultivation of new quality productivity, further improve the resilience and safety level of the industrial chain, and achieve effective quality improvement and reasonable growth of quantity.

2. Main objectives

From 2025 to 2026, the building materials industry resumed improvement, the profit level was effectively improved, the industrial scientific and technological innovation capabilities continued to enhance, and the scale of green building materials and advanced inorganic non-metallic materials industries continued to grow. Among them, the operating income of green building materials exceeded 300 billion yuan in 2026, and the level of green low-carbon and digital development was significantly improved.

3. Work measures

(I) Strengthen industry management and promote survival of the fittest

1. Strictly regulate cement glass production capacity. It is strictly prohibited to add new cement clinker and flat glass production capacity, and new reconstruction projects must formulate capacity replacement plans. It is strictly prohibited to transfer cement clinker and flat glass production capacity from non-key areas for air pollution prevention and control to key areas for air pollution prevention and control. Cement enterprises should formulate capacity replacement plans for capacity exceeding the project filing by the end of 2025 to promote the unity of actual capacity and registered capacity. Give full play to the role of comprehensive standards such as quality, environmental protection, energy consumption, and safety, eliminate backward production capacity of cement and flat glass in accordance with laws and regulations, and promote enterprises with low environmental protection performance to gradually withdraw. Accelerate the transformation from project management to planning guidance on the risk of photovoltaic calendered glass production capacity. Key enterprises are encouraged to join forces with social capital to explore the establishment of green and low-carbon transformation funds, and accelerate the withdrawal of inefficient capacity through market-oriented operation.

2. Strengthen standardized management. Formulate standard conditions for the building insulation materials industry and announce a list of companies that meet the conditions. Research and revise industry norms and conditions such as cement and flat glass, and promote the standardization of enterprise hierarchical and classified management. The research uses the hierarchical results as the basis for implementing differentiated industrial regulation policies, guides resource elements to gather in advantageous enterprises, and cultivates world-class building materials enterprises.

(II) Strengthen industrial scientific and technological innovation and improve effective supply capacity

3. Strengthen the advanced inorganic non-metallic materials industry. Support major building materials provinces to "take the lead" and develop advanced inorganic non-metallic materials such as advanced glass, artificial lenses, high-performance fibers and composite materials according to local conditions to form new competitive advantages. Focus on advanced ceramics, superhard materials, etc., continue to carry out key technologies and products research, and accelerate the filling of shortcomings and forging strengths. Implement the "Guidelines for the Construction of New Materials Pilot Platforms (2024-2027)" to support local governments in the construction of pilot platforms such as functional diamonds, high-performance battery materials, and advanced crystal materials, and cultivate a number of platforms according to the best. Give full play to the role of production application verification platform, as well as testing and evaluation platforms such as inorganic non-metallic materials and composite materials, and promote product application verification and iterative upgrade.

4. Cultivate characteristic and advantageous resource industries. Focus on key mineral species such as graphite, fluorite, and magnesite, cultivate a number of characteristic industrial clusters of non-metallic mineral resources, and create a number of enterprises with global influence and ecological dominance. All localities are encouraged to base themselves on their resource endowments and industrial foundations, promote the differentiated and distinctive development of non-metallic mineral resource industries such as talc, refractory clay, and concave and concave rock stone, and transform resource advantages into industrial advantages.

(III) Expand effective investment and promote industry transformation and upgrading

5. Promote digital transformation. Implement the "Implementation Guidelines for Digital Transformation in the Building Materials Industry", give full play to the role of the building materials industry as a center to promote the digital transformation of the building materials industry, release digital transformation system solutions for industries such as building sanitary ceramics and glass fiber, promote adaptive transformation and large-scale upgrades of key business scenarios, and cultivate a group of typical scenarios, benchmark factories, and benchmark enterprises. Clarify the list of digital transformation maps for the building materials industry and build a number of digital energy carbon management centers for smart factories and building materials enterprises. Build green building materials data resource nodes. Implement the "Artificial Intelligence Building Materials" action, give priority to the cement and flat glass industries, deploy a batch of scenario models for the operation needs of typical units in the industry, train and build a large model of the building materials industry, and select and release a batch of typical cases with strong driving force.

6. Accelerate green and low-carbon transformation. Carry out the "60" factory cultivation action in industries such as cement and flat glass, and release the "60" factory evaluation standards for "zero outbound electricity purchase, zero fossil energy, zero primary resources, zero carbon emissions, zero waste emissions, and zero first-line employees" to support enterprises to carry out pilot transformation. Optimize the energy structure of the building materials industry, accelerate the application of clean energy, promote the conversion of industrial furnaces using high-pollution fuels to industrial waste heat, electricity, natural gas, etc., encourage building materials companies to use their own facilities and sites to generate distributed photovoltaic and wind power, and increase the proportion of green electricity utilization. Build green factories and promote ultra-low emission transformation in cement and other industries. By the end of 2025, 50% of the cement clinker production capacity in key areas of national air pollution prevention and control will be transformed. Support the creation of A-level enterprises with environmental performance and promote the clean transportation of bulk goods. Increase the substitution of raw and auxiliary materials for low (no) volatile organic compounds (VOCs) content in the building materials industry. Promote the utilization of bulk industrial solid waste such as phosphogypsum in the field of building materials. Start a national carbon emission rights trading in the cement industry, allocate shares based on the idea of ​​carbon emission intensity control, and link quota volume to product output (capacity).

7. Strengthen the guidance of standards. Formulate and revise mandatory national standards such as the combustion performance of safety glass for construction, thermal insulation materials for construction, and energy consumption limits for glass fiber unit products. Develop quality traceability, instruction manuals and quality control capability grading standards for building materials enterprises, such as cement, safety glass, waterproof rolls, and thermal insulation materials for building materials. Improve the green building materials evaluation standards and the standard system for carbon footprint accounting rules and regulations for key products in the building materials industry. Accelerate the development of digital transformation standards, issue evaluation standards for digital transformation in the building materials industry, and strengthen the connection with the general evaluation index system. Improve the standard system of industrial chains such as carbon fiber and superhard materials, and promote the same planning, deployment, research and implementation of materials and standards development.

(IV) Expand consumption demand and stimulate market consumption potential

8. Promote the application of green building materials. Continue to carry out green building materials going to the countryside activities, encourage local governments to formulate green building materials product catalogs that are suitable for local consumption habits, establish green building materials consumption zones and offline experience halls, and innovatively hold "small but beautiful" activities. Implement government procurement policies to support green building materials to promote building quality improvement, and increase the proportion of green building materials application in government procurement projects. We will increase efforts to expand the implementation of the "renewal" action for home decoration, kitchen and bathroom, support local governments to include green building materials in the scope of the implementation of consumer goods trade-in policies, and increase policy subsidies for ceramic thin tiles, smart toilets, integrated bathrooms, energy-saving doors and windows, aged-friendly building materials, and household safety protective supplies. Carry out the "Good Materials Support Good Houses" action, strengthen the connection between production and application standards, support the creation of a number of good house models and good materials application pilot projects, and expand the application of high-quality thermal insulation materials, sound insulation materials, waterproof sealing materials and other building materials products. Support local governments to increase upstream and downstream connections, and develop partial and functional building materials products around different application needs such as underground pipeline corridors, ecological environment restoration, low-carbon zero-carbon negative engineering, and prefabricated decoration.

9. Strengthen the supply and demand connection between high-end materials. Release the "Catalog of Technology and Products Encouraged Promotion and Application of the Building Materials Industry (2025 Edition)". Support inorganic non-metallic material manufacturers to establish upstream and downstream cooperation mechanisms, promote the application of diamond composite sheets in petroleum mining and other fields, and composite materials in photovoltaics, automotive bodies and other fields, promote the promotion and application of advanced ceramics, low-dielectric glass fiber products, flexible glass, etc. in new displays, integrated circuits and other fields, and promote the verification and application of lead-free piezoelectric ceramics, high-performance relaxation ferroelectric materials, scintillation crystals, etc. in high-end medical equipment. Guide industry associations and key enterprises to carry out the "graphene " series of promotion and application activities to promote product iteration and upgrading.

(V) Deepen open cooperation and improve the level of international development

10. Promote high-level international cooperation. Give full play to the advantages of green and low-carbon technical equipment of cement and flat glass to improve the level of overseas engineering contracting services. Strengthen industrial cooperation with countries and regions in jointly building the "Belt and Road" and jointly establish R&D institutions and green building materials parks. Support industry associations to carry out coordination work on overseas development of enterprises, strengthen research on international trade rules, trade situations, and markets, guide building materials products, technologies, standards, equipment and services to go global, and guide and help enterprises to cope with unreasonable foreign trade restrictions. Increase international cooperation in technology, measurement, standards, certification, etc., and promote international mutual recognition of certification and testing results such as carbon accounting, carbon footprint, and carbon labels.

4. Guarantee measures

(1) Strengthen organizational guarantees. All localities should combine the actual situation of their regions, refine the implementation of goals and tasks, strengthen policy support, strengthen publicity and guidance, and ensure the stable growth of the building materials industry in their regions. Key enterprises should place stable growth in a more prominent position, strengthen their leading and exemplary role in the industrial chain and supply chain, and promote the coordinated development of upstream and downstream industries. Industry associations should play the role of a bridge and link, strengthen industry self-discipline, organize staggered production in the cement industry, strengthen policy interpretation, and promptly reflect new situations, new problems and countermeasures and suggestions.

(2) Strengthen policy support. Make good use of various existing policies and incremental policies to stabilize growth. Expand building materials consumption through policies such as urban renewal, consumer goods traded with new products, and green building materials. Use policies such as large-scale equipment updates, ultra-long-term special government bonds, scientific and technological innovation and technological transformation re-lending to support enterprise equipment updates and technological transformations. Through the first batch of applications of insurance compensation mechanisms and industrial investment funds, we will increase support for the research and development and application of key advanced inorganic non-metallic materials. Give full play to the role of the People's Bank of China's credit market service platform and the national industrial and financial cooperation platform to improve the quality and efficiency of financial services. Provide high-quality financial services to enterprises through green finance, transformation finance, etc. Strengthen the training and introduction of high-quality industrial talents, and strive to cultivate a group of leading talents, compound talents and excellent skilled talents.

(3) Strengthen monitoring and scheduling. Strengthen the operation scheduling of major building materials provinces and key enterprises, and coordinate and solve difficult problems. Improve the capacity warning mechanism for key products, track and monitor capacity utilization, revenue profit margin, loss, etc., and timely release warning information. Strengthen monitoring of the prices of raw fuel and other production factors and prices of key building materials products, continue to release the building materials industry prosperity index, guide industry expectations, and promote stable and orderly development of the industry.

Editor: Shi Jian | Review: Li Zhen | Supervisor: Guzheng