Listed Companies Related to Prefabricated Panel Houses

Listed companies involved in prefabricated panel houses (modular construction/prefabricated construction) mainly include Zhite New Materials (300986), with other related enterprises such as Seazen Holdings, China Vanke A, and Rishang Group also indirectly associated with this field.

1. Zhite New Materials (300986)
Zhite New Materials is the first A-share listed company in the green new building formwork industry, with its main business covering the research and development, design, production, and sales of aluminum formwork systems for construction and modular building products. Its modular construction technology focuses on standardized and industrialized production, with prefabricated components (such as wall panels and floor slabs) processed in factories and quickly assembled on-site, significantly shortening construction periods and reducing construction waste. The company's business has expanded to multiple scenarios, including residential buildings, power infrastructure, and cultural and tourism spaces, and has implemented several projects in overseas markets such as Australia and Singapore, demonstrating high technical maturity and market recognition. The technological paths of modular construction and prefabricated panel houses highly overlap, both relying on the industrialized production and on-site assembly of prefabricated components, making Zhite New Materials the most representative listed company in this field.

2. Other Indirectly Related Enterprises

• Seazen Holdings (601155): As a real estate development company, Seazen Holdings has made arrangements in the field of prefabricated construction. Prefabricated construction achieves building industrialization through prefabricated components (such as prefabricated wall panels and composite slabs), sharing the same technological logic as prefabricated panel houses. However, Seazen Holdings has not explicitly disclosed specialized business in prefabricated panel houses, and its level of involvement needs to be analyzed in conjunction with specific projects.
• China Vanke A (000002): Vanke is a large real estate developer that has long promoted the application of prefabricated construction technology. For example, some of its residential projects use prefabricated stairs and balconies, but it has not focused on "prefabricated panel houses" as its main business direction, instead acting more as a practitioner of the prefabricated construction technology system.
• Rishang Group (002593): Its main business includes the fabrication and installation of steel structures, which are an important structural form in modular construction. The company indirectly supports the development of modular construction by providing steel structural components, but its business focus remains in the traditional steel structure field, with relatively weak direct relevance to prefabricated panel houses.

Core Conclusion: If direct investment in listed companies related to prefabricated panel houses is required, Zhite New Materials is the preferred choice, as its business explicitly covers the entire industrial chain of modular construction; other companies, due to their diversified businesses or lower relevance, are recommended to be evaluated in conjunction with the overall development trend of prefabricated construction.