（来源：工人日报） 阅读提示 年终岁末，玻璃清洗"蜘蛛人"迎来业务高峰。对这个在"云端"讨生活的工种而言，安全问题至关重要。 记者采访发现，装备的成本压力、平台的派单模式等都是影响工人安全的因素。对此，专家建议，应当 从规范企业责任、优化作业环境、完善行业机制等方面多管齐下，为高空作业工人筑牢安全防线。 确认现场环境、固定安全绳锚点、穿戴安全装备、悬挂在几十米的高空开始作业……在湖南长沙某小 区，高空作业工人魏勇超正在进行玻璃清洗工作。"年终岁末，居民楼和写字楼的玻璃清洗业务量增 加，算是我们一年之中最忙的时候。"魏勇超说。 事故频发不只是安全意识不足 事故每年都会发生，为何还有大量高空作业工人意识不到安全作业的重要性？记者采访发现，意外频繁 发生的原因，并不能用"工人安全意识不足"简单概括。 "我们的安全装备都是要自费购买的。我的这套算是'顶配'，一套下来2000元左右。"王龙语说，自己每 次作业前后都会检查装备，但凡出现一点破损就要立马更换。然而，在安全装备上的高投入却成了行业 中的劣势："一些同行不舍得在装备上花钱，只选择五金店承重差、易磨损的最基础款式。"王龙语告诉 记者，购买便宜装备的师傅，收费就相 ...

Summary of the Consumer Building Materials Industry Research Industry Overview - The consumer building materials industry experienced a peak in 2021 followed by a correction, but is expected to grow over the next decade due to increasing demand for renovation of existing homes, with the renovation ratio rising to 50% [1][6] - Real estate policies directly impact the demand for consumer building materials by affecting sales, new starts, and completions. A decline of 10% in new home sales, completions, and new starts is anticipated by 2025, with new starts potentially declining even more significantly [1][5] Key Growth Drivers - Renovation of existing homes is becoming a crucial growth point for consumer building materials, with a significant amount of existing residential space available for renovation. The next 5-10 years are expected to be a golden period for residential renovations [1][6] - The demand for building materials is primarily divided into residential and public renovations, with residential demand accounting for 50%-60% of the total. The proportion of old home renovations has increased from 20%-30% to 50% and is expected to rise further [1][7] Market Dynamics - The renovation market is significantly influenced by categories such as exterior wall coatings, waterproofing, insulation materials, and pipeline construction, with an expected renovation ratio of 30% in the commercial market for these categories [1][10] - The consumer building materials sector differs from traditional materials like cement and glass, exhibiting cyclical growth characteristics. The market share of consumer building materials has been steadily increasing over the past decade, with a notable rise in the CR3 (top three companies' market share) compared to ten years ago [2][4] Competitive Landscape - Companies such as Sanke Tree, Henkel Group, Rabbit Baby, Weixing, and Beixin have shown strong competitiveness during the industry's downturn, with retail business share increases contributing to overall gross margin improvements [4][20] - Recommended leading companies based on high renovation share include Beixin in gypsum board, Sanke Tree in coatings, Arrow Home in sanitary ware, Rabbit Baby in boards, and Henkel Group in hardware [11] Future Trends - The public renovation market holds significant potential, particularly with urban renewal projects supported by special bonds. The area of old community renovations has reached 1 billion square meters and continues to grow [9] - The consumer building materials industry is expected to recover to previous high levels as the renovation ratio increases, driven by the existing stock of residential properties [8] Financial Outlook - The industry is currently facing challenges, with many companies experiencing historical low profitability. However, companies with high provisions, such as Yuhong, Keshun, and Sanke Tree, may show greater performance elasticity in the future [21] - Mid-term profit forecasts suggest that the coatings market could grow from 100 billion to 130-140 billion, with companies like Yuhong and Sanke Tree expected to see significant profit increases [22] Investment Considerations - The supply exit in the consumer building materials industry is closely related to the cycle, with a 25%-30% decline in demand compared to peak periods, leading to a market contraction of 30%-40% [19] - Despite the overall industry shrinkage, certain companies have demonstrated resilience and strong competitive advantages, highlighting the importance of scale economies and brand strength [20][23] Conclusion - The consumer building materials industry is poised for growth driven by renovation demand and structural changes in the market. Companies that adapt to these changes and leverage their competitive advantages are likely to succeed in the evolving landscape [17][24]