Group 1 - The core viewpoint is that national subsidies are expected to boost renovation demand, which is partly driven by previously accumulated improvement renovation needs. This initiative is anticipated to promote consumption upgrades and stimulate a recovery in home decoration demand [1]. Group 2 - On November 4, the renovation and building materials sector saw a slight increase, closing at 15,921.80 points with a rise of 0.27%. Several stocks in this sector experienced price growth during the midday session [3]. - Jingxue Energy led the sector with a closing price of 27.99 yuan per share, marking a significant increase of 14.06%. [3] - Luopusjin followed with a closing price of 6.15 yuan per share, reflecting a rise of 10.02%, ranking second in the sector [3]. - ST Yazhen closed at 44.54 yuan per share, with a rise of 5.00%, placing third among renovation and building materials stocks [3]. - On the downside, Ruilite saw a decline of 7.49%, closing at 10.13 yuan per share, leading the losses in the sector [3]. - Kairun shares dropped by 5.42%, closing at 12.22 yuan per share, ranking second in losses [3]. - Dongfang Yuhong closed at 12.52 yuan per share, with a decline of 3.69%, placing third in the loss rankings [3].

Group 1 - The renovation and building materials sector experienced a slight increase, closing at 14,683.21 points with a growth rate of 0.04% [1] - Several stocks in the renovation and building materials sector saw price increases, with Mona Lisa leading at 9.81 CNY per share, up 6.98% [1] - Other notable performers included Sankeshu at 42.85 CNY per share, up 5.23%, and Senying Windows at 33.12 CNY per share, up 3.82% [1] Group 2 - Conversely, Weixing New Materials led the decline at 10.79 CNY per share, down 2.18% [1] - Qisheng Technology and Zhongyuan Home also experienced declines, closing at 14.10 CNY per share, down 2.08%, and 15.25 CNY per share, down 1.68%, respectively [1] - According to a report from Caitong Securities, national subsidies are expected to boost renovation demand, partly due to previously accumulated improvement renovation needs [1]