Bei Jing Shang Bao·2025-12-24 12:14Core Viewpoint - The renovation and building materials sector experienced a slight increase, closing at 16,406.45 points with a growth rate of 0.85%, driven by several stocks in the sector showing positive performance [1] Sector Performance - Puyang Co. closed at 6.05 CNY per share, leading the sector with a growth rate of 5.58% [1] - ST Songfa closed at 85.01 CNY per share, with a growth rate of 5.00%, ranking second in the sector [1] - ST Yazhen closed at 40.95 CNY per share, also with a growth rate of 5.00%, ranking third [1] - Pinao led the decline in the sector, closing at 21.88 CNY per share with a drop of 4.04% [1] - Ruitai Technology closed at 18.85 CNY per share, with a decline of 2.94%, ranking second in losses [1] - Henglin Co. closed at 32.16 CNY per share, with a decline of 1.05%, ranking third in losses [1] Market Outlook - China Galaxy's research report indicates that both consumption and investment are working together to expand domestic demand, with consumption upgrades driving the high-quality transformation of building materials [1] - The Central Economic Work Conference mentioned plans to implement special actions to boost consumption by 2026, which aligns with the 14th Five-Year Plan's suggestions to remove unreasonable restrictions in consumption [1] - It is anticipated that by 2026, housing purchase restrictions in various regions will gradually be relaxed, enhancing expectations for a recovery in the home decoration market and boosting demand for building materials [1]