On February 6th, Galaxy Securities pointed out that under the subsequent policy stimulus, both the supply and demand sides of building materials are expected to work together to expand domestic demand and stabilize the real estate market, driving demand to recover. Greening will accelerate the optimization of the building materials supply side, and related sub sectors will benefit. Recommend leading consumer building materials enterprises with complete channel layout, good category expansion, product quality advantages, and brand advantages; Under the tightening of production capacity regulation and the expectation of price increases, leading cement enterprises in the region are expected to quickly achieve profitability recovery.
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