五月榴花照眼明（建材、金工）

Summary of Conference Call Industry Overview - The discussion focuses on the real estate industry, highlighting recent policy changes that have positively impacted the housing market, leading to a notable recovery trend [1] Key Insights and Arguments - The company recommends specific segments within the building materials sector, particularly consumer building materials and corrugated products, as areas of investment opportunity [1] Additional Important Content - The call emphasizes the importance of monitoring ongoing policy developments in the real estate sector, as these could further influence market dynamics and investment strategies [1]