建筑材料行业简评报告：水泥玻璃价格上涨，建材行业整体表现稳健

Investment Rating - The report rates the building materials industry as "Positive" [1] Core Views - The building materials industry index performed well, with the Shenwan Building Materials Index rising by 2.26% during the week of October 26 to November 1, outperforming the Shanghai Composite Index by 3.10 percentage points [1][2] - Most stocks in the building materials sector saw gains, with 37 out of 76 listed companies reporting positive growth [4] - The cement industry outlook is stable, with national average cement prices increasing to 366 RMB/ton, a rise of 1.39% week-on-week [8] - The glass market is expected to remain stable, with the average price of flat glass rising to 1336 RMB/ton, reflecting a 5.11% increase [17] - Investment suggestions include companies such as Conch Cement, Huaxin Cement, and China Jushi, indicating a positive outlook for the sector [1] Summary by Sections 1. Weekly Stock Review - The Shanghai Composite Index closed at 3272.01 with a weekly decline of 0.84%, while the Shenwan Building Materials Index reported a weekly increase of 2.26% [2] - The building materials sector ranked 6th among 31 primary industries in terms of performance [2] 2. Cement Industry Data Tracking - National cement prices increased to 366 RMB/ton, with a week-on-week rise of 5 RMB/ton [8] - Demand in the northern regions is decreasing, while southern regions show some construction demand [8] 3. Glass Industry Data Tracking - The average price of flat glass reached 1336 RMB/ton, with a week-on-week increase of 65 RMB/ton [17] - Supply has decreased while demand has increased, indicating a positive trend for the glass market [17] 4. Key Company Announcements - Wanli Stone reported a revenue of 258.22 million RMB, a year-on-year decline of 27.18% [34] - Public Company reported a revenue of 1.62 billion RMB, down 13.89% year-on-year [34]