建筑材料行业简评报告：玻璃价格多地上涨，行业表现稳中向好

Investment Rating - The report gives an investment rating of "Positive" for the building materials industry [1]. Core Viewpoints - The building materials industry index performed well, with the Shanghai Composite Index closing at 3452.30, a weekly increase of 5.51%, and the Shenzhen Component Index at 11161.70, up 6.75% [1][2]. - The cement industry outlook is stable in the short term, with the national average cement price at 366 RMB per ton, showing no change week-on-week [1][8]. - The glass market is expected to remain stable and positive, with the average price of flat glass at 1393 RMB per ton, an increase of 57 RMB per ton, or approximately 4.27% [1][17]. - The report suggests that the real estate, infrastructure, and new energy markets are still in a state of adjustment, with policies gradually strengthening to guide the development of the building materials industry [1]. Summary by Sections 1. Weekly Stock Review - The building materials sector saw 67 out of 76 listed companies with positive price changes, with notable gains from companies like Keshine New Materials and Nanchuan Co [4][5]. - The report highlights the performance of various indices, with the building materials index ranking 25th among 31 primary industry indices [2][3]. 2. Cement Industry Data Tracking - The national average cement price remained stable at 366 RMB per ton, with a balanced demand and a slight decrease in supply [8][9]. - The report indicates that the overall demand is stable, with some regions experiencing increased demand due to construction needs [8]. 3. Glass Industry Data Tracking - The flat glass market showed a positive trend, with prices increasing and good transaction volumes reported [17][21]. - The report emphasizes the importance of policy impacts on the real estate sector, which will influence future demand for glass products [17]. 4. Key Companies and Stock Performance - The report lists key companies in the building materials sector, including Conch Cement and China National Building Material, highlighting their stock performance and market activities [1][34].