Building materials prices rose in an all-round way, ushering in the dual support of infrastructure + real estate

According to the CCTV finance and Economics Report on April 9, its reporter visited Beijing and found that the prices of home decoration building materials, both main materials and auxiliary materials, are rising. In addition, 15771 second-hand houses were sold in Beijing in March, an increase of 90.93% month on month.

On the one hand, it is reported that the price of second-hand decoration materials will gradually rise, but the price of second-hand decoration materials will gradually rise. On the other hand, it is reported that the price of second-hand decoration materials will become the main force to resist the double pressure of old decoration materials. On the other hand, it will gradually increase.

China Merchants Securities said that recently, thanks to the continuous development of infrastructure and the improvement of real estate expectations, the valuation of consumer building materials has been repaired. There is a time lag in the transmission of price increases from waterproof / coating / ceramic tile and other industries to the terminal, while the demand side of the whole year is supported by the stable growth of infrastructure and the delivery of real estate insurance, which is optimistic about the improvement of demand quarter by quarter.

In addition, carbon emission calculation will be mandatory for new buildings from April 1. Building energy-saving transformation is expected to accelerate the development of green building materials such as building energy-saving insulation materials, gypsum board, plastic pipes, polymer waterproof materials, system doors and windows and so on.

In terms of the company, Guotai Junan said that waterproof is the best track for the prosperity and pattern of consumer building materials: Dongfang Yuhong, Keshun shares, China Liansu, Beixin building materials and Daya Shengxiang.