Xin Lang Cai Jing·2025-08-20 00:06Group 1 - The consumption building materials industry leaders are expected to benefit from improved demand due to anticipated policy support and enhanced channel layout and product expansion [1] - In the cement sector, stricter supply controls are expected to ease supply-demand conflicts, leading to a price increase and potential profit recovery for regional leaders [1] - The fiberglass industry is projected to benefit from demand recovery driven by emerging markets, with expectations for price increases in mid-to-high-end products and overall performance recovery for leading companies [1] Group 2 - In the glass sector, the anticipated increase in cold repair production lines is expected to gradually optimize the supply-demand landscape [1]