建筑材料行业周报：节后不悲观，静候政策落实发力

Investment Rating - The industry investment rating is maintained as "Recommended" [1] Core Views - The report emphasizes a positive outlook for the real estate sector, suggesting proactive investment in retail building materials [6] - It highlights the improvement in the cement industry, indicating price stability during the off-season and signaling a bottoming out [7] - The report recommends focusing on high-dividend stocks for their investment value [8] - A strategy for 2025 is proposed, indicating a potential turning point in supply and demand dynamics [9] Summary by Sections Industry Insights and Investment Recommendations - The report suggests that the real estate beta factor is becoming more positive, advocating for early investments in retail building materials [6] - It notes that the cement industry is showing signs of bottom improvement, with price increases stabilizing profits [7] - High-dividend stocks are recommended for their attractive configuration value [8] - The 2025 strategy indicates a potential turning point in profitability and supply-demand dynamics [9] Market Performance - The report provides a brief overview of market performance, indicating fluctuations in the building materials sector [11] Price Changes in Building Materials - Cement prices have shown a percentage change of 1% during the specified period [16] - The report also discusses price changes in float and photovoltaic glass, indicating a significant percentage increase [19] Key Company Tracking and Industry News - The report includes updates on key companies and industry news, focusing on the integration of various sectors to enhance competitiveness [49]