建筑材料行业周报：关注两会供给侧表述，淡季尾部积极布局

Investment Rating - The industry investment rating is "Recommended (Maintain)" [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 price increases stabilizing profits during the off-season, indicating emerging 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, with a supply-demand inflection point approaching [12] Market Performance - The report includes market performance data for the period from February 24 to February 28, 2025 [15] Price Changes - Cement prices during the specified period showed fluctuations, with specific price points noted for different types of cement [20] - The report also covers price changes for float glass and fiberglass during the same period [24][29] Company Tracking and Industry News - Key companies such as Zhonggang Rongnai and Dongfang Yuhong reported significant declines in revenue and net profit for 2024 [47] - The report highlights industry news, including the Ministry of Housing and Urban-Rural Development's announcement of urban village renovation projects and the National Energy Administration's goals for renewable energy generation in 2025 [49]