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刚刚,利好来了!
中国基金报·2025-09-24 08:57

Core Viewpoint - The article discusses the "Construction Materials Industry Stabilization Growth Work Plan (2025-2026)" issued by six government departments, aiming to enhance the profitability and innovation capacity of the construction materials industry while promoting green and digital development [1][4]. Summary by Sections Overall Requirements - The plan emphasizes the integration of quality and efficiency, technological innovation, and industry transformation, while prohibiting new production capacity and enhancing risk monitoring [9]. Main Goals - By 2026, the construction materials industry is expected to recover, with profitability improving and the scale of green construction materials exceeding 300 billion yuan [11]. Work Measures - Strengthening Industry Management: Strict control over cement and glass production capacity, promoting the elimination of outdated capacity, and encouraging the establishment of a green low-carbon transformation fund [12][13]. - Enhancing Technological Innovation: Focus on developing advanced inorganic non-metallic materials and fostering resource industries like graphite and fluorite [13][14]. - Expanding Effective Investment: Promote digital transformation and green low-carbon modifications in the industry, with a target of 50% of cement clinker capacity in key pollution prevention areas to be transformed by the end of 2025 [15]. - Expanding Consumption Demand: Encourage the application of green construction materials and support local initiatives to enhance consumer engagement [17][18]. - Deepening Open Cooperation: Enhance international collaboration, particularly in green low-carbon technologies, and support enterprises in navigating international trade challenges [19][20]. Safeguard Measures - Organizational Support: Local governments are encouraged to tailor the plan to regional conditions and ensure smooth implementation [21]. - Policy Support: Utilize various policies to expand consumption and support technological upgrades in the industry [21]. - Monitoring and Scheduling: Strengthen monitoring of key enterprises and products to ensure stable industry development [22].