According to the Guotai Junan Research Report, looking ahead to 2025, assuming that this round of decline in physical demand comes to an end, and the bulk industry may experience a rebound from the bottom of the unit profit center, consumer building materials are expected to benefit from credit expansion and the improvement in channel turnover. In the context of the new market capitalization management policy, leading enterprises have stronger momentum and more room to boost their valuations.

According to the Guotai Junan Research Report, looking ahead to 2025, assuming that this round of decline in physical demand comes to an end, and the bulk industry may experience a rebound from the bottom of the unit profit center, consumer building materials are expected to benefit from credit expansion and the improvement in channel turnover. In the context of the new market capitalization management policy, leading enterprises have stronger momentum and more room to boost their valuations.