齐鲁晚报.齐鲁壹点周千清通讯员匡奇才"我们从2025年12月17日开始进入检修期，对设备进行检修、维 护、保养，整个元旦期间也没有停歇，生产线到2026年1月5日已经全员上岗，满产运行了。"山东省鄄 城县泰山石膏(菏泽)有限公司(以下简称泰山石膏)副总经理李伟远一边展示车间内的智能化设备，一边 介绍公司的生产情况。车间内，一块块高品质的石膏板从生产线上不断产出。 据了解，不同于常规的石膏生产车间，泰山石膏使用的原材料绝大部分是来自于菏泽周边的电厂工业副 产品脱硫石膏，依托"预处理、精准煅烧、智能配比"工艺，实现脱硫石膏工业副产石膏100%替代天然 石膏。 李伟远介绍，为了给今年全年的产销目标打好基础，公司推出了一系列销售政策，从5日到现在，每天 都能保证30万平方米的出货量,争取在第一季度取得"开门红"。他自豪地说："在菏泽地区乃至全国的石 膏板市场，每卖出两块儿石膏板，就有一块儿是我们公司的。" 泰山石膏(菏泽)有限公司是中国建材集团旗下全资子公司，成立于2017年，占地137亩，总建筑面积近 10万平方米。公司主要产品有各种规格的纸面石膏板、装饰石膏板、轻钢龙骨及相关配套产品等五大类 60多个品种。主导产 ...

Investment Rating - The report indicates a positive outlook for the construction materials industry, particularly in segments benefiting from price increases and structural demand recovery [1][2][3]. Core Insights - Price increases for key materials such as fiberglass and coatings have been noted, driven by downstream demand and strategic changes from leading companies [1][2]. - The recovery in real estate sales is showing positive signals, with a notable increase in sales for the top 100 real estate companies in February 2025 [2][9]. - The overall construction site resumption rate is lagging, with a current rate of 64.6%, down 10.8 percentage points year-on-year [2][9]. Summary by Sections Weekly Discussion - Frequent price increase notices have been observed in cyclical products, particularly in fiberglass and coatings, indicating a structural demand characteristic for the first half of the year [1][8]. - Companies like China National Materials and China Jushi have announced price adjustments effective March 1, 2025, for various products [1][8]. Cyclical Linkage - The national average price for cement is reported at 394 RMB/ton, up 36 RMB year-on-year, with an average shipment rate of 30.9% [3][10]. - The average price for float glass is 1386.80 RMB/ton, showing a slight decrease, while fiberglass prices have seen a marginal increase [3][10]. National Subsidy Tracking - New subsidy guidelines in Jiangxi Province for energy-efficient appliances provide a 15% subsidy for level 2 products and 20% for level 1 products, which may benefit companies in the construction materials sector [11][12]. Important Changes - Companies such as Weixing New Materials and Rabbit Baby have released performance forecasts, indicating a positive trend in the industry [4][13]. - The total production of fiberglass yarn in China is projected to reach 7.56 million tons in 2024, reflecting a 4.6% year-on-year increase [4][13].