人民网记者 杜燕飞 "'十四五'时期，我们围绕绿色低碳、'六零'工厂、超级材料、重大技术装备、人工智能、资源综合利用 等重点领域，确立了76个攻关方向、174个研发团队，形成'赛马'机制，一批颠覆性、关键性技术陆续 取得突破。"阎晓峰说。 业内人士表示，当前，新质生产力是支撑建材行业高质量发展的重要基础。新一代信息技术等战略性新 兴产业带动光伏玻璃、先进陶瓷等无机非金属新材料需求攀升，将逐步成为引领发展新质生产力的重要 动力。 报告指出，建材行业要聚焦技术革命性突破，强化前沿科学、前沿技术领域和前瞻性布局基础研究，推 动原创性、迭代性工艺技术装备产品创新应用研究；要完善重大科技攻关"揭榜挂帅"机制，构建产学研 用高效协同、上下游紧密合作的创新联合体；要抓住科技成果转化应用关键环节，强化科技创新成果与 相关产业和产业链相结合，提高科技成果转化率和产业化水平；要全面推动"AI+建材"发展模式，提升 行业科研、生产、管理全流程、全要素效率，加快推进建材行业产业体系4.0阶段的发展。 谈及如何推进"AI+建材"融合发展，阎晓峰表示，要引导、支持建材企业围绕研发设计、生产控制、质 量管理、物流仓储、综合能源利用与管理等 ...

Core Viewpoint - Kema Technology has made significant advancements in the application of advanced ceramics for wafer manufacturing, particularly in the front-end processes of semiconductor production [1] Company Developments - The company’s advanced ceramics are primarily used in various equipment for wafer manufacturing, including storage chips [1] - Kema Technology has completed validation and achieved small-scale production of its 12-inch electrostatic chucks [1] - The development of the 12-inch multi-zone heated electrostatic chuck has been completed, and the company is actively promoting its validation process [1]

Group 1 - The construction materials sector (CITIC) declined by 1.73% this week, underperforming the CSI 300 index, which rose by 1.07%, resulting in a 2.8 percentage point lag behind the market [3][2] - Among the sub-sectors, the glass fiber and glass segments experienced smaller declines [3][2] - Notable individual stock performances included Xidamen (+9.8%), Shangfeng Cement (+8.1%), China Jushi (+7.5%), Fujian Cement (+7.4%), Yaopi B shares (+6.3%), and Zhongqi New Materials (+6.2%) [2][3] Group 2 - On September 24, the Ministry of Industry and Information Technology and five other departments jointly released the "Construction Materials Industry Stabilization Growth Work Plan (2025-2026)", addressing market demand issues and structural problems in the industry [3] - The plan emphasizes strict capacity control for cement and glass, promotes technological innovation, and encourages the digital transformation and green low-carbon upgrades of the industry [3] - Compared to the 2023-2024 stabilization plan, the new plan focuses more on resolving structural issues rather than merely emphasizing growth targets [3] Group 3 - The plan aims to enhance the application of green building materials and promote high-level international cooperation [3] - It also stresses the importance of matching supply and demand for high-end materials, including advanced ceramics and flexible glass products [3] - The report suggests focusing on traditional building materials such as cement (e.g., Huaxin Cement, Conch Cement, Shangfeng Cement) and glass (e.g., Qibin Group, Fuyao Glass, Yamaton) [3] Group 4 - Recommended stocks for the week include Xidamen, Zhongcai Technology, Honghe Technology, China Jushi, Huaxin Cement, Sankeshu, and Dongpeng Holdings [4] - The report highlights potential risks such as unexpected declines in infrastructure and real estate demand affecting cement and glass price trends [4]

Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has issued a "Work Plan for Stable Growth in the Building Materials Industry (2025-2026)", aiming for green building materials revenue to exceed 300 billion yuan by 2026 [1][2]. Group 1: Policy Measures - The plan prohibits the addition of new cement clinker and flat glass production capacity, requiring new and renovated projects to develop capacity replacement plans [1]. - It emphasizes strengthening industry management and promoting the unification of actual and registered production capacities [1]. - The plan includes enhancing technological innovation in the industry, focusing on advanced inorganic non-metallic materials and fostering unique resource industries [1][2]. Group 2: Investment and Demand Expansion - The initiative aims to expand effective investment by accelerating digital and green transformations, and developing key industry standards [1][2]. - It promotes the demand for green building materials through government procurement policies and rural outreach activities [2]. - The plan encourages the establishment of cooperation mechanisms between upstream and downstream enterprises in the inorganic non-metallic materials sector [2]. Group 3: Collaborative Governance and Market Integration - The plan establishes a multi-departmental collaborative governance framework to address supply-demand imbalances in the industry [2]. - It aims to guide resource allocation away from traditional homogeneous competition towards green building materials and advanced non-metallic materials [2][3]. - The initiative seeks to activate domestic demand through measures like rural outreach and alignment with quality housing construction [2]. Group 4: Implementation and Support - Local governments are required to tailor the plan to their specific circumstances, ensuring stable growth in the building materials sector [3]. - Key enterprises are encouraged to take a leading role in the supply chain and promote collaborative development across industries [3]. - The plan outlines the use of existing and new policies to support equipment upgrades and technological innovations in the industry [3].

Core Viewpoint - The "Building Materials Industry Stabilization Growth Work Plan (2025-2026)" aims to enhance the profitability and innovation capacity of the building materials industry, with a target of exceeding 300 billion yuan in green building materials revenue by 2026 [1] Group 1: Key Tasks - Strengthening industry management to promote survival of the fittest, prohibiting new capacities for cement clinker and flat glass, and enforcing the elimination of outdated capacities [2] - Enhancing industrial technological innovation to improve effective supply capacity and fostering advanced inorganic non-metallic materials [3] - Expanding effective investment to facilitate industry transformation and upgrading, including digital and green modifications [3] - Stimulating consumer demand through initiatives like promoting green building materials in rural areas and supporting cooperation between upstream and downstream enterprises [3] - Deepening open cooperation to enhance international development levels and promoting high-level international collaboration [3] Group 2: Market Impact - The policy is expected to reverse the weak expectations in the glass industry chain, potentially leading to a recovery in glass prices during the peak demand season [4] - The glass production industry is under high energy consumption scrutiny, with a shift towards natural gas as a fuel source anticipated [4] - The implementation of comprehensive standards for quality, environmental protection, energy consumption, and safety is expected to create a balanced supply-demand dynamic in the glass industry [4]

Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has issued the "Building Materials Industry Stabilization and Growth Work Plan (2025-2026)", aiming for recovery and growth in the building materials sector, with a target of exceeding 300 billion yuan in revenue from green building materials by 2026 [1][2]. Group 1: Key Tasks - Strengthening industry management to promote survival of the fittest, prohibiting new production capacity for cement clinker and flat glass, and mandating capacity replacement plans for new and renovated projects [1]. - Enhancing technological innovation in the industry to improve effective supply capacity and fostering advanced inorganic non-metallic materials [2]. - Expanding effective investment to facilitate industry transformation and upgrading, including digital and green transformations [2]. Group 2: Market Demand and International Cooperation - Stimulating consumer demand through initiatives like promoting green building materials in rural areas and supporting the establishment of cooperation mechanisms among upstream and downstream enterprises [2]. - Deepening open cooperation to enhance international development levels, particularly with countries involved in the Belt and Road Initiative [2]. Group 3: Industry Insights - Analysts suggest that the policy will positively impact the glass industry, potentially reversing weak expectations and aligning with seasonal demand [2]. - The flat glass industry is under high regulatory scrutiny due to its energy consumption, with a shift towards natural gas as a fuel source anticipated [3]. - Long-term strategies include differentiated management in the flat glass sector to concentrate resources on leading enterprises, aiming to cultivate world-class building material companies [3].

Core Insights - The Ministry of Industry and Information Technology, along with other governmental departments, has issued a work plan for the building materials industry for 2025-2026, aiming for recovery and improved profitability in the sector [1] Group 1: Industry Development - The plan emphasizes the enhancement of technological innovation capabilities within the building materials industry, focusing on advanced ceramics and superhard materials [1] - The industry is encouraged to shift from a "scale-heavy" approach to one that prioritizes "high technology and high added value" [1] Group 2: Production Transformation - There is a push for the digital and green integration of enterprises, promoting the establishment of green smart factories [1] - The initiative aims to not only improve production efficiency but also strengthen environmental protection capabilities [1]

Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has issued a "Work Plan for Stable Growth in the Building Materials Industry (2025-2026)", aiming for green building materials revenue to exceed 300 billion yuan by 2026 [1][2]. Group 1: Industry Goals - The plan sets several key objectives for the building materials industry from 2025 to 2026, including recovery and improvement in profitability, enhancement of technological innovation capabilities, and significant growth in the scale of green building materials and advanced inorganic non-metallic materials [1]. - The focus is on quality and efficiency, emphasizing the integration of technological and industrial innovation, and promoting collaboration on both supply and demand sides [1]. Group 2: Supply and Demand Strategies - To enhance supply, the plan encourages the upgrade of traditional building materials and the development of advanced inorganic non-metallic materials, including the expansion of industries related to advanced ceramics and superhard materials [1]. - On the demand side, the plan aims to tap into traditional consumption potential and foster new applications, including ongoing initiatives to promote green building materials in rural areas and support for government procurement policies [1]. Group 3: Regulatory and International Cooperation - The plan prohibits the addition of new production capacity in cement clinker and flat glass, and emphasizes risk warning for photovoltaic glass production [2]. - It also promotes digital transformation, green low-carbon modifications, and strengthens standards to facilitate industry upgrades, while encouraging international cooperation with countries along the "Belt and Road" [2].

Core Viewpoint - The introduction of the new "Building Materials Industry Stabilization Growth Work Plan (2025-2026)" signifies a shift from a single capacity control model to a modern industrial system focused on new productive forces, aiming to address the long-standing supply-demand imbalance in the industry [1][2]. Group 1: Industry Overview - The building materials industry is a crucial foundational industry for the national economy, supporting improvements in living environments and the development of a circular economy [1][5]. - Current market demand in the building materials sector is weak, with prominent structural issues, making the stabilization growth task challenging [2][5]. Group 2: Goals and Objectives - The main objectives of the plan include restoring positive growth in the building materials industry by 2025-2026, improving profitability, enhancing technological innovation capabilities, and increasing the scale of green building materials and advanced inorganic non-metallic materials, with green building material revenue expected to exceed 300 billion yuan by 2026 [2][10]. - The plan emphasizes the importance of strengthening industry management, enhancing technological innovation, expanding effective investment, stimulating consumer demand, and deepening open cooperation [2][11]. Group 3: Key Measures - Strict prohibition on the addition of new cement and glass production capacity, aiming to curb traditional overcapacity and promote high-tech, high-value-added industry transformation [2][15]. - Implementation of a "Six Zero" demonstration factory initiative, focusing on zero external electricity, zero fossil energy, zero primary resources, zero carbon emissions, zero waste emissions, and zero frontline employees as benchmarks for future building materials industry standards [3][4][23]. Group 4: Market Expansion and International Cooperation - The plan includes initiatives to promote green building materials in rural areas and enhance international cooperation to support the global presence of Chinese building materials products, technologies, and standards [3][32]. - The establishment of a green low-carbon transformation fund is proposed to facilitate the transition of the industry [12][20]. Group 5: Implementation and Support - The plan outlines the need for robust organizational support, policy backing, and monitoring to ensure effective implementation of the proposed measures [33][34].

Core Viewpoint - The Ministry of Industry and Information Technology and five other departments have jointly released the "Building Materials Industry Stabilization and Growth Work Plan (2025-2026)", aiming for the green building materials revenue to exceed 300 billion yuan by 2026, setting a direction for high-quality industry development [1] Group 1: Key Measures - The plan focuses on critical pain points in the building materials industry and outlines a clear path for development [2] - Strict control on capacity management prohibits the addition of cement and glass production capacity to curb excessive competition from traditional overcapacity [2] - Emphasis on technological innovation by supporting advanced ceramics and superhard materials to shift the industry from "heavy scale" to "high technology and high added value" [2] - Accelerating the digital and green integration of production processes to cultivate a number of green smart factories, enhancing production efficiency and environmental capabilities [2] Group 2: Market Expansion - Domestic initiatives include promoting green building materials in rural areas to stimulate domestic consumption and public demand [4] - International cooperation is encouraged to help Chinese building materials products, technologies, and standards enter the global market, ensuring stable operation and structural optimization of the industry [4] Group 3: Demonstration and Standards - The plan includes the cultivation of "zero" demonstration factories, aiming for zero external electricity, zero fossil energy, zero primary resources, zero carbon emissions, zero waste emissions, and zero frontline employees as benchmarks for future building materials industry models [6] Group 4: Policy Transition - The introduction of this stabilization plan signifies a shift in industry policy from a single capacity control model to a new stage focused on building a modern industrial system centered on new productive forces [9] - The most notable breakthrough is the establishment of a multi-departmental collaborative governance framework to systematically address the long-standing "supply-demand imbalance" issue [10] Group 5: Supply and Demand Dynamics - On the supply side, the policy actively guides resource elements to exit the homogeneous competition in traditional building materials and concentrate on new tracks such as green building materials and advanced inorganic non-metallic materials [12] - On the demand side, initiatives like promoting green building materials in rural areas and aligning with "good housing" construction are aimed at activating the domestic market and integrating the building materials industry into green building development and national "dual carbon" goals [12] Group 6: Global Engagement - The plan encourages Chinese building materials companies to export their advantageous capacities, green low-carbon technologies, and standards, leveraging their first-mover advantages to participate in and lead global industry transformation [14]