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