The New Deal leads the way and provides insight into the future: The era of building energy-saving K value ≤ 1.0 has begun. Who will rise and fall in the blue ocean of 100 billion transformation?

Recently, the national "Building Energy Efficiency Design Standards" ushered in a major revision, which put forward new mandatory requirements for the core indicator of the building envelope-the heat transfer coefficient K value of doors and windows: ≤1.0W/(㎡・K). This energy efficiency threshold, which can be called the "most stringent in history", not only marks the official entry of my country's building energy-saving standards into a new era, but also directly spawns a huge market for energy-saving renovation of existing buildings with a scale of up to 100 billion yuan. A building energy-saving revolution centered on "replacement of doors and windows" is sweeping across the country with rapid breadth and depth.

From “insulation” to “near-zero consumption”, the strategic implications of K value ≤ 1.0

What is K value? It measures the heat transferred by doors and windows through unit area under unit time and unit temperature difference. The lower the K value, the better the thermal insulation performance of doors and windows. This standard raises the K value requirement to ≤1.0, which is a leap-forward upgrade to the original standard.

This means that the insulation performance of doors and windows must be close to or even equal to that of doors and windows used in Passive Houses. In the severe cold winter in the north, it can greatly reduce the loss of indoor heat to the outside; in the hot summer, it can effectively block the intrusion of external heat, thereby achieving "warmth in winter and coolness in summer" and greatly reducing the energy consumption of building heating and cooling. This is a key step for my country to achieve its "double carbon" goal and promote the construction field to move towards ultra-low energy consumption and near-zero energy consumption.

If the ordinary windows in the past are compared to a single piece of clothing, then the doors and windows that meet the new national standard K≤1.0 are a professional-grade "constant temperature down jacket", which can firmly lock the indoor temperature comfort zone and make the building truly "wear a cotton jacket".

100 billion to transform blue ocean, who is the biggest demand engine?

The improvement of standards directly translates into huge momentum in the market. According to statistics, my country's existing construction area exceeds 60 billion square meters, of which more than 80% are high-energy-consuming buildings. The implementation of the new standards means that a huge existing building door and window renovation market has been instantly activated.

● Scale perspective: The market size is as high as 100 billion yuan, covering a wide range of fields from residences, public buildings to industrial plants. This is not only a product replacement, but also a whole industry chain opportunity covering testing, design, production, installation and service.

● Regional focus: North China and East China's severe cold regions account for the most demand, accounting for 43%! This region has long and cold winters, huge heating energy consumption, and the most urgent requirements for building insulation performance. Beijing, Tianjin, Hebei, Shandong, Liaoning and other places will become the core battlefields and demonstration highlands of this transformation wave. Local governments are expected to introduce corresponding supporting policies and subsidies to further accelerate market release.

Technology and brand win, the door and window industry faces a big test

The requirement of K value ≤ 1.0 is a technological reshuffle and industrial upgrade for the doors and windows industry. Ordinary aluminum alloy single-glass windows and even some broken-bridge aluminum windows with insufficient performance will gradually be eliminated by the market.

●Technical core: Products that meet the new standards must adopt processes such as multi-cavity structural insulation strips, three-glass and two-cavity argon-filled Low-E glass, and innovative warm edge technology. System doors and windows and passive doors and windows will become the mainstream of the market.

● Competition landscape: The market will shift from price competition to comprehensive strength competition with performance, quality and service as the core. Leading companies with strong technology research and development capabilities, mature system solutions and brand influence will gain development opportunities.

Embrace change and win a green future

For real estate developers, building owners and even every consumer, this is both a responsibility and a blessing.

● For developers and owners: High-standard energy-saving doors and windows should be proactively included in new construction and renovation plans. This is not only an inevitable requirement to meet regulations, but also a wise move to improve construction quality, reduce operating costs, and demonstrate social responsibility.

● For consumers: When purchasing or renovating a house, the K value of doors and windows should be taken as a key consideration. Choosing a high-performance energy-saving window means continuing to enjoy a more comfortable, healthier, and more energy-saving living environment for decades to come, as well as substantial savings on energy bills.

Hundreds of billions of blue ocean insights into opportunities in the era

One-window change leads to a green future

A standard and an order open up not only a market, but also an era. When the "carbon footprint" of buildings is accurately measured, and when green "binding indicators" are transformed into the "certain future" of the industry, we are standing at the starting point of a profound change. The 100-billion-level transformation blue ocean is a generous opportunity given by the market, and it is also a heavy responsibility given to the industry by the times. It drives technological innovation, reshapes the industrial landscape, and ultimately points to a high-quality, more sustainable future.

This is not the end, but a prelude to China’s building movement toward ultra-low energy consumption. Whoever can make the first breakthrough in this round of green racing will have the right to define and speak in the grand narrative of the future.