ZOY(SH:603709) Bei Jing Shang Bao·2025-09-09 08:59Core Viewpoint - The renovation and building materials sector experienced a slight decline, closing at 14,960.64 points with a drop of 0.02%, impacting individual stocks within the sector [1] Group 1: Stock Performance - Zhongyuan Home Furnishing closed at 17.07 CNY per share, leading the decline with a drop of 7.78% [1] - Huaci Co. closed at 15.89 CNY per share, with a decrease of 3.52%, ranking second in the decline [1] - Zhejiang Zhengte closed at 50.08 CNY per share, down by 3.26%, ranking third in the decline [1] - Songlin Technology led the gains in the sector, closing at 31.30 CNY per share with an increase of 5.49% [1] - *ST Yazhen closed at 24.71 CNY per share, with a rise of 5.01%, ranking second in gains [1] - Gujia Home Furnishing closed at 31.52 CNY per share, up by 4.47%, ranking third in gains [1] Group 2: Market Insights - According to Guojin Securities, after nearly four years of market correction and downward adjustment, key indicators in the real estate sector have significantly declined, but overall housing demand has not decreased markedly [1] - There has been a shift from new homes to second-hand homes, with second-hand home activity surpassing that of new homes this year [1] - As the home renovation era begins, the main driver of demand for building materials is expected to shift towards renovation, with medium to long-term stability in scale anticipated [1] - Continued recommendations for leading paint companies and a focus on consumer building material leaders with high retail proportions or successful retail transformations are advised [1]