Bank of China Securities: It is recommended to pay attention to the prefabricated construction and industrial construction sectors

Bank of China Securities pointed out that based on carbon neutrality, the future construction sector can focus on two main lines. The first is prefabricated buildings. Prefabricated buildings have short construction time and low energy consumption. Some leading companies have also participated in the construction of BIPV or distributed photovoltaic projects. It is recommended to pay attention to the southeast grid and precision steel structures. The second is the industrial construction sector. Driven by the goal of carbon neutrality, the demand for replacement investment in capacity upgrades in traditional cyclical industries has increased. It is recommended to pay attention to China Metallurgical and China Chemical.