绿色转型加速供给格局升级，积极布局建材机会

Group 1 - The construction materials index increased by 2.45% from September 8 to September 12, 2025, outperforming the CSI 300 index by 1.07 percentage points [1][3] - Over the past three months, the CSI 300 index rose by 15.83%, while the construction materials index increased by 21.65%, indicating a 5.83 percentage point outperformance [1][3] - In the past year, the CSI 300 index has risen by 43.14%, and the construction materials index has increased by 52.13%, showing a 9.00 percentage point outperformance [1][3] Group 2 - Hubei Province has launched a three-year action plan (2025-2027) to promote the green transformation of the construction materials industry, focusing on restructuring the industry [2] - Traditional construction materials will undergo green upgrades, including low-carbon cement and photovoltaic glass [2] - Recommended companies in the consumer building materials sector include Sankeshu, Dongfang Yuhong, Weixing New Materials, and Jianlang Hardware [2] - Beneficiary companies in the cement sector include Conch Cement, Huaxin Cement, and Shangfeng Cement [2] - The glass fiber sector is expected to benefit from favorable tariffs for companies with overseas production bases [2] Group 3 - As of September 12, 2025, the average price of P.O42.5 bulk cement was 275.03 CNY/ton, with a slight increase of 0.01% [5] - The average price of float glass was 1202.33 CNY/ton, reflecting a 1.01% increase [5] - The price of alkali-free 2400tex SMC yarn ranged from 4400 to 5000 CNY/ton, with variations based on region [6] - The price of crude oil was 67.81 USD/barrel, showing a week-on-week increase of 1.65% [6]