建筑材料行业简评报告：行业个股大面积上涨，板块整体稳中向好

Investment Rating - The report gives an investment rating of "Positive" for the construction materials industry [2]. Core Viewpoints - The construction materials industry index performed well, with the Shanghai Composite Index closing at 3299.70, a weekly increase of 1.17%, while the ShenZhen Component Index rose by 2.53%. The Shenwan Construction Materials Index reported a weekly increase of 4.39%, outperforming the Shanghai Composite by 3.22 percentage points [2][3]. - Most stocks in the construction materials sector saw gains, with 66 out of 76 listed companies experiencing positive price changes. Notable gainers included Huali Co., Xiong Plastic Technology, and Wanli Stone [2][5]. - The short-term outlook for the cement industry is stable, with the national average cement price at 360 RMB/ton, showing no change week-on-week. Demand is recovering in some regions, particularly in the south [10]. - The glass market is expected to remain stable, with the average price of flat glass at 1271 RMB/ton, reflecting a slight increase of 5 RMB/ton. Demand is improving, supported by stable production costs [20]. - Investment suggestions highlight that the real estate, infrastructure, and new energy markets are in a state of adjustment, with policies guiding the development of the construction materials industry. Key stocks to watch include Conch Cement, Huaxin Cement, and China Jushi [2]. Summary by Sections 1. Weekly Stock Review - The construction materials sector showed strong performance, with the Shenwan Construction Materials Index ranking 9th among 31 primary industries [3]. - The majority of stocks in the sector increased, with significant gains from companies like Huali Co. and Xiong Plastic Technology [5]. 2. Cement Industry Data Tracking - The national average cement price remained stable at 360 RMB/ton, with demand recovering in certain areas [10]. - Supply conditions varied, with some production lines increasing output while others decreased, leading to an overall decline in total cement production [10]. 3. Glass Industry Data Tracking - The flat glass market maintained stability, with an average price of 1271 RMB/ton, supported by stable production costs and improving demand [20]. 4. Investment Recommendations - The report suggests that the construction materials market is likely to see marginal improvements, with a focus on the impacts of short-term policies on real estate and infrastructure [2].