建筑材料行业周报：政策加码促底部估值修复；长三角水泥开启大幅提价

Investment Rating - The report maintains an "Overweight" rating for the construction materials industry [1]. Core Insights - The report highlights that recent policy adjustments are aimed at stabilizing the real estate market, which is expected to positively impact the construction materials sector. The Long Triangle region has initiated significant price increases for cement, indicating a recovery in bottom valuations [1][2]. - The demand for glass fiber is projected to grow steadily, driven by wind energy and infrastructure projects, with leading companies in the sector recommended for investment [2][3]. - The report emphasizes the importance of supply-side adjustments, including production cuts and inventory management, to enhance pricing power in the cement market [1][2]. Summary by Sections Cement Industry Tracking - The report notes that the cement price has been raised significantly in various regions, with a focus on the Long Triangle area, where prices have increased by 20 yuan per ton [1]. - It mentions that the industry is experiencing a recovery in demand, with a reported increase in cement sales rates in key areas [1][2]. - The report indicates that the overall market sentiment is improving, with expectations for further price increases as supply constraints are managed [1][2]. Glass Fiber Industry Tracking - The report states that the glass fiber market is witnessing stable demand growth, particularly from the wind energy and infrastructure sectors, with leading companies like China Jushi and Zhongcai Technology recommended for investment [2][3]. - It highlights that the pricing for electronic yarn remains stable, with expectations for potential price increases in the near future due to supply constraints [2][3]. General Market Performance - The construction materials sector has shown a positive performance, with an 8.73% increase in the sector's index over the past week, outperforming the broader market [10][11]. - The report identifies key companies that have performed well, including Feili Hua and Keshun Shares, while also noting those that lagged behind [10][11].