Bei Jing Shang Bao·2025-04-29 09:38Group 1 - The renovation and building materials sector experienced a slight increase, closing at 11,851.20 points with a growth rate of 1.52% [1] - Several stocks in the renovation and building materials sector saw price increases, with Mengbaihe leading at 7.67 CNY per share, up 10.04% [1] - Gujia Home Furnishing and Filinger also showed significant gains, closing at 25.07 CNY per share (up 10.00%) and 7.14 CNY per share (up 5.93%) respectively [1] Group 2 - Dongwu Securities reported a recent easing of trade war sentiments, leading to a rally in the export sector [2] - The domestic political bureau meeting focused on implementing existing policies while preparing new monetary policy tools and promoting service consumption [2] - The real estate chain is nearing the end of its clearing phase, with a significant improvement in supply dynamics and stable demand expected through 2025 [2] - The report anticipates accelerated consumption in home appliances and furniture by Q4 2024 and Q3 2025, driven by trade-in subsidies [2] - The report recommends focusing on undervalued consumer leaders and expansion-oriented companies, while also considering infrastructure projects in central and western regions if external demand declines [2]