智通财经APP获悉，中国联塑(02128)盘中涨近7%，年内累计涨幅已超50%。截至发稿，涨3.91%，报 6.91港元，成交额1.13亿港元。 花旗此前表示，该行在中国联塑业绩缄默期前与公司CFO及副CFO接洽，其内地核心业务呈现企稳迹 象，住宅业务的拖累减少，并被非住宅业务如农业、工业、医疗及市政等业务强劲增长所抵销。该行以 预测今年市盈率9倍为估值基础，目标价相应由6.5港元上调至7港元，评级"买入"。 中金发布研报称，消费建材行业价格有望温和修复，部分板块龙头毛利率或边际改善。近期龙头企业相 继发布涨价函，如防水、石膏板、市政管道等细分领域。判断提价基础包括供给优化；上游原材料多为 化工品，年初以来价格中枢上移，包括PVC、乳液等。该行看好行业复价趋势下，龙头企业盈利边际修 复。该行建议关注中国联塑等。 ...

Core Viewpoint - The report from CICC indicates that the consumption building materials industry is expected to experience a mild price recovery, with potential marginal improvement in the gross margins of leading companies [1] Industry Summary - Recent price increase notices have been issued by leading companies in various segments, including waterproofing, gypsum boards, and municipal pipelines [1] - The basis for these price increases is attributed to supply optimization and rising prices of upstream raw materials, primarily chemical products, since the beginning of the year [1] - Key raw materials such as PVC and emulsions have seen an upward shift in their price levels [1] Company Summary - CICC is optimistic about the profitability recovery of leading companies in the industry under the trend of price recovery [1] - Companies to watch include Dongfang Yuhong, Sankeshu, Beixin Building Materials, China Liansu, and Weixing New Materials [1]