广发证券认为，受地产需求较弱影响，建材基本面依然在左侧，当前行业“弱现实”仍然存在，但“弱预期”已在持续改善，随着中央持续稳地产，板块估值有望底部修复，行业基本面需等待地产销售好转，政策持续催化也有望带来地产企稳，看好建材板块机会。Cnbm (03323) rose more than 3%, as of press time, up 2.56%, trading at 3.2 Hong Kong dollars, with a turnover of 96.5503 million Hong Kong dollars.
According to the Wise News APP, cnbm (03323) rose more than 3%, up 2.56% as of press time, trading at 3.2 Hong Kong dollars, with a turnover of 96.5503 million Hong Kong dollars.
On the news front, recently, ningxia building materials group stated on the investor interaction platform that the company's actual controlling shareholder, cnbm group, and controlling shareholder, cnbm corporation, have issued a letter on the delayed fulfillment of commitments regarding inter-industry competition. Cnbm group and cnbm corporation are actively exploring and demonstrating other integration solutions for related enterprises in the basic building materials sector, and plan to promote implementation once conditions are mature.
GF Sec believes that due to weak real estate demand, the fundamentals of the building materials sector remain weak. The current industry is still in a state of weak reality, but the weak expectations have been continuously improving. With the continuous stabilization of real estate by the central government, sector valuations are expected to bottom out. The industry fundamentals need to wait for improvement in real estate sales, and continuous policy catalysis is also expected to bring stability to the real estate companies, being bullish on the building materials sector opportunities.
