China Galaxy Securities: Building materials companies collaborate to "fight against internal friction", actively breaking through in multiple areas.

date
10/07/2025
The research report of China Galaxy Securities stated that the sixth meeting of the Central Finance and Economics Commission further deepened the deployment of "anti-internal competition" work, with more sectors in the building materials industry joining in the call to "anti-internal competition" and adjusting the industry's capacity layout planning and product prices. The subsequent supply of the cement industry is orderly and controllable, helping the industry develop in high quality; rational pricing of glass fiber enterprises is expected to continue, and profitability is expected to maintain a steady and positive trend; the waterproof industry has started the "anti-internal competition" campaign, and enterprise profits are expected to achieve bottom-line recovery.