建材行业稳增长工作方案发布

Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has issued the "Building Materials Industry Stabilization and Growth Work Plan (2025-2026)", aiming for recovery and growth in the building materials sector, with a target of exceeding 300 billion yuan in revenue from green building materials by 2026 [1][2]. Group 1: Key Tasks - Strengthening industry management to promote survival of the fittest, prohibiting new production capacity for cement clinker and flat glass, and mandating capacity replacement plans for new and renovated projects [1]. - Enhancing technological innovation in the industry to improve effective supply capacity and fostering advanced inorganic non-metallic materials [2]. - Expanding effective investment to facilitate industry transformation and upgrading, including digital and green transformations [2]. Group 2: Market Demand and International Cooperation - Stimulating consumer demand through initiatives like promoting green building materials in rural areas and supporting the establishment of cooperation mechanisms among upstream and downstream enterprises [2]. - Deepening open cooperation to enhance international development levels, particularly with countries involved in the Belt and Road Initiative [2]. Group 3: Industry Insights - Analysts suggest that the policy will positively impact the glass industry, potentially reversing weak expectations and aligning with seasonal demand [2]. - The flat glass industry is under high regulatory scrutiny due to its energy consumption, with a shift towards natural gas as a fuel source anticipated [3]. - Long-term strategies include differentiated management in the flat glass sector to concentrate resources on leading enterprises, aiming to cultivate world-class building material companies [3].