多措并举促建材行业恢复向好

Core Insights - The "Work Plan for Stable Growth in the Building Materials Industry (2025-2026)" aims to promote the stable operation and structural optimization of the building materials industry, accelerating high-quality development [1] Group 1: Growth Targets and Industry Management - The plan sets a target for the green building materials industry to exceed 300 billion yuan in revenue by 2026, with an expected revenue of 210 billion yuan in 2024, reflecting a growth of approximately 10% [2] - The first measure emphasizes strengthening industry management to promote the survival of the fittest, addressing the structural contradictions in supply and demand that have affected stable development [2][4] - The plan includes strict capacity control for cement and glass production, aiming to align actual capacity with registered capacity and enhance the dynamic adjustment capability of supply and demand [2][4] Group 2: Traditional and Emerging Industries - The plan promotes the green low-carbon transformation and digitalization of traditional building materials industries to stabilize the growth foundation [3] - It also aims to cultivate advanced inorganic non-metallic materials and specialty mineral resources, enhancing new growth momentum for the industry [3] - The adjustment of the building materials industry structure and demand upgrades will create new market opportunities, particularly in industrial sectors and urban renewal projects [3] Group 3: Challenges and Policy Support - The building materials industry has faced significant growth pressures, with economic benefits declining from 2022 to 2024, particularly in the cement and flat glass sectors [4][5] - The plan prohibits the addition of new cement clinker and flat glass capacity, requiring capacity replacement plans for new and renovated projects to control production and optimize industry structure [4][6] - The cement industry is entering a new adjustment cycle, with a need for capacity replacement to align actual production with registered capacity, promoting high-quality development [5][6] Group 4: Glass Industry and Technological Innovation - The glass industry faces challenges such as unreasonable capacity structure and fluctuating market demand, particularly affected by the real estate market downturn [7] - The plan outlines pathways for stable growth in the glass industry, encouraging technological upgrades and the development of high-performance glass products to enhance market competitiveness [7] - Companies are urged to explore new profit growth points and expand into overseas markets while consolidating their domestic market presence [7][8] Group 5: Implementation and Future Directions - China National Building Material Group is committed to implementing capacity control policies and has completed the exit of over 200 inefficient production lines during the 14th Five-Year Plan period [8] - The group aims to transform its scale advantage into quality and efficiency advantages, focusing on new materials and diversified growth strategies [8] - The company plans to fully implement the directives of the "Work Plan" to create a comprehensive industry matrix of inorganic, organic, and composite materials [8]