CGS(SH:601881) Zheng Quan Shi Bao Wang·2025-09-25 00:34Core Viewpoint - The retail sales of building and decoration materials in China showed a year-on-year growth of 1.8% from January to August 2025, with a narrowing increase compared to the previous months, indicating a slowdown in market demand due to adverse weather conditions in August [1] Group 1: Market Performance - Retail sales growth for building and decoration materials from January to August 2025 was 1.8%, a decrease of 0.4 percentage points compared to January to July [1] - In August alone, there was a year-on-year decline of 0.7% and a month-on-month decrease of 1.19%, attributed to weakened demand in the home decoration market due to high temperatures and rainfall [1] Group 2: Future Outlook - The demand in the home decoration market is expected to gradually improve in September due to better weather conditions and the ongoing implementation of the "old-for-new" policy [1] - The advancement of urban renewal projects is anticipated to further stimulate demand for consumption in the building materials market through renovation and repair needs [1]