--- title: "Peak construction season and policy catalysts drive price increases across multiple building materials" type: "News" locale: "en" url: "https://longbridge.com/en/news/278691741.md" description: "Recently, multiple varieties in the building materials sector have issued price increase notices. Influenced by policy catalysts and the peak construction season, the supply-demand pattern in the industry is improving. Prices of materials such as cement, glass, and fiberglass are expected to rise, especially as cement prices are nearing the bottom, and future demand recovery will drive prices upward. Policies emphasize high-quality urban renewal, promoting a stabilization in infrastructure demand, and corporate balance sheets are expected to recover. The rise in crude oil and natural gas prices has also pushed up raw material costs, necessitating attention to price transmission in the consumer building materials industry" datetime: "2026-03-11T09:12:30.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278691741.md) - [en](https://longbridge.com/en/news/278691741.md) - [zh-HK](https://longbridge.com/zh-HK/news/278691741.md) --- # Peak construction season and policy catalysts drive price increases across multiple building materials Recently, multiple varieties in the building materials sector have issued price increase notices, such as a 5%-10% increase in waterproof membrane prices, a tax-inclusive average price increase of 150 yuan/ton for fiberglass yarn, and a price increase of 0.3 yuan/㎡ for gypsum board products. The recent price increases in the building materials sector are driven by multiple factors, including policy catalysts and the gradual onset of the peak construction season, with the current industry supply-demand pattern continuously optimizing. The 2026 government work report once again emphasizes "promoting urban renewal with high quality and steadily implementing the renovation of old urban residential areas and urban villages," while clearly stating "deeply rectifying 'involutionary' competition to create a good market ecology." In addition, regarding debt management, the approach has shifted from the previous "prudent" debt management to "actively and orderly resolving local government debt risks," indicating a more proactive policy stance. The building materials sector encompasses industries such as cement, glass, and consumer building materials (such as waterproofing, tiles, and construction hardware). Under the push of policies, demand for infrastructure and municipal projects may stabilize and rebound, and corporate balance sheets are expected to recover, with the sector likely to benefit significantly. Specifically, the current demand in the real estate infrastructure chain is still in a market closure period, and demand is expected to accelerate recovery in the next 2-3 weeks. In terms of cement, current cement prices are at the bottom range, and by late March, as demand gradually rebounds and industry self-discipline continues to strengthen, cement prices are expected to enter an upward trend. For glass, petroleum coke and natural gas, as raw materials for glass, may see cost increases due to rising crude oil prices. The bottom of glass prices has already been established, and short-term price increases are driven by cost expectations, which is relatively favorable for leading enterprises, with attention to the clearing of tail-end capacity and continued price increases in the future. In terms of fiberglass, the industry is driven by the demand boom in the AI supply chain, which is expected to experience explosive growth alongside AI. In early March, most categories of electronic yarn saw price increases due to tight supply and demand, and the current phase is still gradually being implemented, with short-term prices likely to stabilize. Additionally, in the consumer building materials sector, as a post-cycle segment of real estate, the direct material cost of raw materials accounts for more than 70% of most consumer companies. The industry is currently at a profit bottom, with a strong demand for price increases and profit improvement. Under the promotion of "anti-involution" policies, multiple categories such as waterproof materials, architectural coatings, and gypsum boards have continuously issued price increase notices in 2025. Recently, the surge in crude oil and natural gas prices has also driven up the prices of most raw materials in the industrial chain, necessitating attention to the subsequent price transmission in the consumer building materials industry ### Related Stocks - [159619.CN](https://longbridge.com/en/quote/159619.CN.md) - [159787.CN](https://longbridge.com/en/quote/159787.CN.md) - [159635.CN](https://longbridge.com/en/quote/159635.CN.md) - [516750.CN](https://longbridge.com/en/quote/516750.CN.md) - [516970.CN](https://longbridge.com/en/quote/516970.CN.md) - [159745.CN](https://longbridge.com/en/quote/159745.CN.md) ## Related News & Research - [China National Building Material Seeks Five-Year Extension to Resolve Industry Competition via Restructuring](https://longbridge.com/en/news/286268145.md) - [Anhui Conch Cement Raises Connected-Party Cap on Cement Admixtures Procurement](https://longbridge.com/en/news/285569960.md) - [Clopay® Introduces Switchable Glass Technology, Transforming Garage Doors into a Smart Architectural Feature | GFF Stock News](https://longbridge.com/en/news/286439659.md) - [Central Glass Lifts Earnings and Equity Ratio, Keeps Dividend Flat While Guiding for Profit Dip](https://longbridge.com/en/news/286356334.md) - [Drummond Scientific Company Acquires Accu-Glass, Cementing Its Position as Leading Glass Capillary Manufacturer](https://longbridge.com/en/news/285971225.md)