On August 16, the stocks of listed ceramic companies Mona Lisa and Dongpeng Holdings both reached their daily limit. On the same day, other companies whose stocks were also in the red were Oriental Yuhong, 3Tree Trees, Shandong Heda, Keshun Co., Ltd., Jitai Co., Ltd. and other companies.
Zhongtaojun noticed that the rise of the stocks of these companies is inseparable from the ceramic tile adhesive concept stocks, and they all have ceramic tile adhesive business or business closely related to ceramic tile adhesive.
Tile adhesive concept stocks are fermenting across the board
Or closely related to the elimination of a traditional craft
On December 14, 2021, the Ministry of Housing and Urban-Rural Development issued the "Announcement on the Release of the Elimination Catalog of Construction Techniques, Equipment and Materials that Endanger Production Safety in Housing Construction and Municipal Infrastructure Projects (First Batch)", clarifying that Provisions prohibit and restrict 22 construction techniques, equipment and materials that endanger production safety, and require housing construction and municipal infrastructure engineering entities to completely stop using the items listed in this catalog in new construction projects nine months from the date of the announcement. Prohibited construction techniques, equipment and materials.
In this elimination catalog, the "veneer brick cement mortar pasting process" (the use of on-site cement mixed mortar to paste exterior wall facing bricks), which is closely related to ceramic tiles, is listed as a "prohibited" elimination type. This means that starting from September 14, 2022, in all new housing construction and foundation projects, the cement mortar paving process will no longer be used for the paving of exterior wall facing bricks.
As the announcement stated, the Ministry of Housing and Urban-Rural Development prohibits the use of "cement mortar pasting technology for facing bricks". The main purpose is to "prevent and resolve major accident hazards in housing construction and municipal infrastructure projects, reduce construction safety risks, and promote housing construction." and the urban and rural construction industry to eliminate backward technologies, equipment and materials, and improve the safety production level of housing construction and municipal infrastructure projects."
The cement mortar pasting process is currently the most widely used ceramic tile paving process in China. The bonding principle is to embed the mortar into the pores of the ceramic tiles to form mechanical bite, thereby sticking the ceramic tiles. Although this traditional ceramic tile laying processIt is low in cost and widely used, but it also has shortcomings, which are mainly reflected in three aspects: first, the bonding force of cement mortar is limited; second, ceramic tiles paved with cement mortar are prone to hollowing out, and there is a risk of falling bricks and injuring pedestrians. Hidden dangers; third, cement mortar requires on-site mixing, which is not only not environmentally friendly, but also requires high technical requirements.
As the date when the "cement mortar pasting process for facing bricks" is banned (September 14, 2022) is approaching, the ceramic tile adhesive pasting process as an alternative process will naturally receive strong attention from all parties. The concept of ceramic tile adhesive It is reasonable for stocks to rise as the tide rises.
Old craftsmanship is out
Tile adhesive welcomes a new outlet
Tile adhesive is a new modern decoration material used for pasting ceramic tiles and other decorative materials. It has the advantages of good flexibility, waterproof, high temperature resistance, non-toxic and environmentally friendly, and easy construction. Due to its many advantages, tile adhesive has a very high penetration rate in the European and American markets, about 90%. Compared with developed countries and some developing countries, the domestic ceramic tile adhesive market is still in its infancy. It is understood that the current market penetration rate of ceramic tile adhesive is less than 15%.
Relevant data shows that the current domestic annual consumption of building ceramics is about 7.5 billion square meters (2021 caliber). Generally, 4 kilograms of tile adhesive is needed to lay 1 square meter of ceramic tiles, and the corresponding value is about 10 yuan (usually 20 kilograms per pack) For sale, assuming the average tax-free price is 50 yuan/pack), the national ceramic tile adhesive market is about 75 billion yuan.
Some industry insiders believe that the Ministry of Housing and Urban-Rural Development’s ban on the use of cement mortar for exterior wall tiling has set a high threshold for the application of ceramic tiles in the field of exterior walls, accelerating the demise of the cement mortar pasting process. ”, on the other hand, it will promote the increase in the market share of ceramic tile adhesives.
At the same time, the national "14th Five-Year Plan" recommendations clearly put forward the requirements for accelerating the promotion of green and low-carbon development. With the promotion and popularization of the green building concept, ceramic tile adhesive as an energy-saving and environmentally friendly material will gradually be favored by the market. .
In fact, ceramic tile adhesive is accelerating its entry into the engineering market. In recent years, hollow ceramic tiles and room leaks have been the most complained-about problems in batch fine decoration of real estate projects. As mentioned before, tiles are emptyPart of the reason for the frequent occurrence of drums is that the traditional cement mortar tiling method has no reliable bonding force between the traditional cement mortar and the ceramic tiles due to its high density. Due to its superior properties such as high bonding strength, good flexibility, and thin construction thickness, it can better solve problems such as hollowing and falling off of ceramic tiles. Tile adhesive has been chosen by more and more finely decorated house projects.
The standardized construction of ceramic tile adhesive provides favorable conditions for paving robot construction. Data released by Bozhilin shows that the construction efficiency of floor tile laying robots and wall tile laying robots is twice that of manual labor. The construction quality is better than manual labor, and the construction cost is lower than manual labor. More importantly, it can work 24 hours a day. .
The policy replacement of cement mortar by ceramic tile adhesive will also drive the rapid growth in demand for building materials grade cellulose ether. At present, approximately 4 kilograms of tile adhesive are needed per square meter during the construction process. The special cellulose ether for tile adhesive is calculated at 0.2% (the addition amount is generally 0.25% to 0.4%, and it is conservatively estimated to be calculated at 0.2%). Last year, this type of fiber was only needed domestically. There are about 30,000 tons of plain ether. As the popularity of tile adhesives further increases, the production of building materials grade cellulose ethers will surely grow significantly.
Disclaimer: The content of this article is for reference only and does not constitute investment advice
