Bei Jing Shang Bao·2025-08-19 04:30Core Viewpoint - The renovation and building materials sector experienced a slight increase, closing at 14,716.08 points with a growth rate of 0.80%, indicating a positive trend in the market [1] Group 1: Stock Performance - Kangxin New Materials led the sector with a closing price of 2.97 CNY per share, marking a significant increase of 10.00% [1] - *ST Songfa closed at 56.46 CNY per share, with a growth of 4.56%, ranking second in the sector [1] - *ST Sitong closed at 6.65 CNY per share, achieving a growth of 4.23%, ranking third [1] - Qisheng Technology experienced a decline, closing at 14.37 CNY per share with a drop of 3.43%, leading the losses in the sector [1] - Puxin Co. closed at 7.24 CNY per share, down by 2.69%, ranking second in losses [1] - Haoleke closed at 11.31 CNY per share, with a decrease of 1.82%, ranking third in losses [1] Group 2: Industry Outlook - Dongwu Securities released a report indicating that while the slope of the real estate chain is slowing, the overall direction remains unchanged, suggesting that the clearing of the real estate chain is nearing completion [1] - The supply structure has significantly improved, with stable demand expected in 2025 and low growth expectations for companies, indicating a high probability of success for the sector [1] - The "old-for-new" subsidy is expected to accelerate home appliance consumption in Q4 of 2024, with a noticeable increase in furniture consumption by March 2025, and an anticipated significant acceleration in home decoration by Q3 of 2025 [1]