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A股水泥建材板块“四连涨”
Zhong Guo Xin Wen Wang·2025-10-10 10:53

Core Viewpoint - The Chinese A-share market experienced a decline on October 10, with major indices falling, while the cement and building materials sector showed resilience, achieving a notable increase for four consecutive days [1]. Industry Summary - The cement and building materials sector rose by 2.76%, leading all A-share sectors on the same day [1]. - Key stocks in this sector, such as Huaxin Cement and Jinyu Group, reached their daily price limit, with an approximate increase of 10% [1]. - The Ministry of Industry and Information Technology recently issued a "Work Plan for Stabilizing Growth in the Building Materials Industry (2025-2026)", aiming for improved profitability and growth in green building materials and advanced inorganic non-metallic materials [1]. - The plan sets a target for green building materials revenue to exceed 300 billion yuan by 2026 and includes measures to prohibit new cement clinker and flat glass production capacity [1]. - Analyst Ren Jie from Shenwan Hongyuan Securities noted that this plan emphasizes "effective improvement in profitability" as a primary goal, indicating a focus on reducing overcapacity and enhancing profitability in the cement and building materials industry [1].