建筑材料行业行业周报：需求逐步恢复，部分产品有涨价预期

Investment Rating - The report maintains a "Buy" rating for the construction materials industry [1] Core Views - The construction materials industry is gradually recovering, with some products expected to see price increases [1] - Cement demand continues to recover, supported by low clinker inventory, while prices are expected to rise as demand strengthens [42] - The consumer building materials sector is seeing a rebound in demand due to increased transactions in the real estate market [43] - Fiberglass manufacturers are showing a strong willingness to raise prices, particularly for raw yarns [44] - Float glass prices have turned from rising to falling, with demand not showing significant improvement [44] Summary by Sections Industry News - Guizhou Province has released a directory for equipment updates and technological transformations in key industrial sectors, including construction materials [8] Industry Data - The average national cement price is 334.97 CNY per ton, a decrease of 0.94% week-on-week, but a year-on-year increase of 5.72% [23] - The average price of float glass is 1395.90 CNY per ton, down 1.08% from the previous week and down 32.52% year-on-year [24] Market Review - The construction materials sector has seen a decline of 0.96% this week, underperforming the CSI 300 index by 1.97 percentage points [31] - The cement manufacturing sector has decreased by 1.68%, while the fiberglass manufacturing sector has decreased by 0.84% [31]