Views of the brokerage | Building and building materials industry Weekly: Policy warm wind frequency blow, pay attention to the opportunity at the bottom of the building materials

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  2023-12-24,high speed information Dongguan Securities released a research report in the building decoration industry, which states that policies are hot and wind-bleeding, and the opportunities at the bottom of the building materials are focused.

  The specific content of the report is as follows:

  This week, the SW architectural decoration industry and the building materials industry all ran to lose the Shanghai and Shenzhen 300 index.As of December 22, the Shenwan building material sector fell 2.30%this week, and the 300 -Shenzhen 300 index was 2.17 percentage points, ranking 19th among the 31 industries of Shen Wan; 6.01%this month; 24.28%this year.The Shenwan building decoration sector fell 1.60%this week, and ran 1.47 percentage points in the 300 -Shenzhen 300 index, ranking 13th among Shen Wan's 31 industries; a decrease of 3.01%this month; 6.95%this year.Consumption Building materials: In the first three quarters of this year, some high -quality consumer building materials leading enterprise operating performance and toughness are prominent.The completion data is relatively dazzling, providing certain support for the consumer building materials demand for the post -real estate cycle.In the context of challenges and pressure in the building materials industry, some consumer building materials operating performance and toughness are significantly better than those of peers. The performance differentiation is obvious. SMEs have accelerated their clearing speeds, the concentration of the industry has continued to improve.The trend of centralized evolution is obvious.With the opening of the new round of urban villages, consumer building materials are expected to usher in incremental opportunities.It is recommended to pay attention to the leading consumer building materials with complete and progressive channels.Flat glass: In terms of price, as of December 22, the average price of flat glass markets in the country was 2002 yuan/ton, and the weekly increased by 0.43 yuan/ton, an increase of 0.02%.In terms of inventory, as of December 22, the national inventory was 1.7046 million tons, and the weekly increase increased by 12,600 tons, an increase of 0.74%.In terms of output, the weekly output from December 16th to December 22nd was 749,200 tons, and the weekly was the same.In terms of operating rate, as of 71.61%as of December 22, it was flat on December 15.In terms of price, as of December 22, the average price of the national cement market was 346 yuan/ton, and the weekly increased by 1 yuan/ton.In terms of inventory, as of December 22, the inventory of Hebei, Jiangsu, Shaanxi, Henan, Ningxia, Yunnan, Guangxi, and Fujian Province was 22.434 million tons, and the weekly decreased by 29 million tons.In terms of output, the national cement output from December 16th to December 22nd was 5.758 million tons, an increase of 0.3 million tons month -on -month, an increase of 0.05%.In terms of starting rate, as of December 22, it was 34.34%, an increase of 1.00 percentage points from December 15.Glass fiber: In terms of price, as of December 22, the average price of 2400tex wrapped direct yarn market was 3200 yuan/ton, which was flat on weekdays.The average price of 2400TexSMC co -shaped yarn market is 3700 yuan/ton, and the weekly is the same.The average price of 2400TEX jets is 5633.33 yuan/ton, which is the same as weekly.The average price of the combined yarn market for 2400tex lighting board is 3625 yuan/ton, which is flat on weekdays.The average price of the G75 electronic yarn market is 7,400 yuan/ton, which is the same as the weekly.Investment suggestions: Suggestions attention () () () (002271); layout of the "one -in -two wings" to strengthen the waterproof business () () (000786); tube faucet () () (002372), () () () (002641), coating leader () () (603737).It is recommended to pay attention to low -valuations () (601668), () () () () () () () () () () () () () () () () () () () () () () () () () () () () () (601186);() (002051), () () () (600970), () () () (), () () () () () () () () () () () () () () () () () () (), () (), () () (), () (), (000065), overseas markets.Risk reminder: risk of fluctuations in upstream raw materials; risk of competition in the industry; excessive release of new production capacity in some building materials that cause the risk of deterioration of supply and demand in the supply and demand pattern; real estate and infrastructure demand is less than expected risks.

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