智通财经网·2025-10-21 03:56Group 1: Cement Industry - The national cement market price has continued to decline by 0.7% week-on-week, with an average price of 347 RMB/ton as of October 17, 2025, reflecting a decrease of 2.33 RMB/ton month-on-month and 61.83% year-on-year [1] - The national cement shipment rate is at 45.20%, showing an increase of 0.67 percentage points week-on-week but a decrease of 10 percentage points year-on-year [1] - The industry valuation is at historical low levels, with a positive outlook for leading companies such as Conch Cement and Huaxin Cement, while also monitoring China Resources Cement Technology, Shangfeng Cement, and Tapai Group [1] Group 2: Glass Industry - The price of float glass has experienced a decline of 2.1% week-on-week, with an average price of 1276 RMB/ton as of October 17, 2025, while showing a year-on-year increase of 1.5% [2] - Inventory days for glass have increased to 29.09 days, up by 4.29 days since September 30 [2] - The leading glass companies are currently undervalued, with a favorable outlook for Qibin Group, Shandong Yaobang, and Fuyao Glass, while also keeping an eye on Jinjing Technology and Linuo Photovoltaic [2] Group 3: Fiberglass and Carbon-based Composites - The market for fiberglass yarn is stable, with mainstream transaction prices for 2400tex winding direct yarn ranging from 3250 to 3700 RMB/ton, remaining flat compared to the previous week but down 3.93% year-on-year [3] - The price of electronic yarn G75 has increased by 3.03% compared to the previous week, with mainstream prices between 8800 and 9300 RMB/ton [3] - Leading companies in the fiberglass and carbon-based composite materials sector are significantly ahead, with a positive outlook for China Jushi, China National Materials, and Changhai Co., while also monitoring Jinbo Co. [3]