花岗岩行业受政策与需求支撑，技术创新推动绿色建材升级

Industry Policy and Environment - The policy in 2026 continues to guide long-term capital into the market, with a clear trend of insurance funds increasing their allocation to the stock market, which may support the building materials sector [1] - In December 2025, the financial authority issued a notice on risk factor adjustments, coupled with the implementation of ultra-long special government bonds and other investment plans, which is expected to enhance demand in the infrastructure sector [1] Industry Status - The global granite market is projected to grow from $1.2 billion in 2026 to $1.76 billion by 2034, with a compound annual growth rate (CAGR) of 5.00%, indicating resilient long-term demand, particularly in the Asia-Pacific region [2] - The domestic construction industry activity index is in a high prosperity range at 57.4%, although the overall industry is contracting, focusing on structural opportunities [2] Business and Technological Development - The building materials industry is accelerating technological integration, with breakthroughs such as the high-transparency ultra-insulating materials developed by the University of Colorado in December 2025, which may drive upgrades in green building materials [3] - The application of AI and smart manufacturing in the building materials sector is deepening, potentially impacting the efficiency of related enterprises [3]