建筑材料行业周报：把握淡季布局契机，静候政策落实发力-2025-03-13

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 [5] - Attention is drawn to the cement industry's bottom improvement, with price increases stabilizing profits during the off-season, indicating emerging bottom signals [7] - It is recommended to focus on high-dividend stocks for their allocation value [8] - The strategy for 2025 indicates a profit bottom and an impending supply-demand turning point [11] Market Performance - The report includes a section on market performance for the period from February 17 to February 21, 2025 [14] Price Changes - Cement prices showed fluctuations during the specified period, with detailed analysis provided [17] - The float glass and photovoltaic glass market experienced specific changes, particularly in the North China market, where prices were on a downward trend due to weak demand [26] - The domestic alkali-free roving yarn market saw a slight price increase, with the average price rising by 0.80% week-on-week and 22.11% year-on-year [33] Key Company Tracking and Industry News - Significant company announcements include shareholding changes and stock repurchase activities from various companies such as China Jushi and Wan Nian Qing [46][48] - Industry news highlights include the release of optimization policies for public housing funds and the impact of recent policy measures on the real estate market [50]