智通财经网·2025-10-17 01:33Group 1: Cement Industry - In September, there was a marginal improvement in cement demand, with an increase in the operating load of cement mills month-on-month [1] - Cement prices experienced a slight month-on-month increase of 1.80%, with expectations for continued growth in demand during October [1] - The supply-side adjustments, including the reduction of clinker production, are anticipated to support a phase of price increases in the cement market [1] Group 2: Consumer Building Materials - Retail sales of building and decoration materials showed a year-on-year growth of 1.8% from January to August 2025, but a decline of 0.7% year-on-year in August [2] - The demand for building materials is expected to be supported by ongoing urban renewal strategies and the promotion of high-quality green building materials [2] Group 3: Fiberglass Industry - There is a recovery in demand for fiberglass, with increased stocking by downstream users and a slight reduction in supply, leading to a stabilization in prices [3] - The demand for electronic fiberglass is improving, with expectations for price increases due to strong demand for high-end products [3] Group 4: Float Glass Industry - The float glass market saw a marginal recovery in demand in September, with some improvement in orders from medium to large processing plants [4] - Prices for float glass are expected to stabilize, supported by policy measures aimed at supply control, although significant improvements in the overall supply-demand structure are not yet evident [4]