建筑材料行业周报：把握淡季布局契机，静候政策落实发力

Investment Rating - The industry investment rating is maintained as "Recommended" [1] Core Views - The real estate beta factor is more positive, suggesting a proactive layout in retail building materials [6] - Attention is drawn to the cement industry's bottom improvement, with seasonal price increases stabilizing profits and indicating bottom signals [8] - There is a recommendation to focus on high-dividend stocks for their allocation value [9] - The strategy for 2025 indicates a profit bottom and an impending supply-demand inflection point [12] Market Performance - The report includes a section on market performance for the period from February 17 to February 21 [15] Price Changes - Cement prices have shown fluctuations, with specific data on price changes during the period from February 17 to February 21 [19] - The float glass and photovoltaic glass market also experienced price changes during the same period [24] Key Company Tracking and Industry News - Significant company announcements include share buybacks and stock increases by major players such as China Jushi and Wan Nian Qing [47][49] - Industry news highlights include the release of over 430 policies optimizing public funds in 2024 and the gradual improvement of market confidence in the real estate sector due to policy effects [51]