HuLong Securities: Glass Fiber "Repricing Model" Initiated, Profitability in the Building Materials Industry Expected to Continue Improving

Hualong Securities released a research report indicating that the continuous introduction of real estate policies in the third quarter will drive the valuation recovery and fundamental improvement of the building materials industry. Although the cement market has entered the traditional peak season, the recovery in demand is insufficient, leading to a significant year-on-year decline in cement production. The glass fiber industry has initiated a price recovery model due to price increases, which is expected to enhance the industry's profitability. Overall, the building materials industry maintains a "recommended" rating

China Galaxy Securities: "Golden September" demand marginally recovers, policies accelerate improvement in supply and demand for building materials

China Galaxy Securities released a research report indicating that as urban development shifts towards improving quality and efficiency of existing stock, leading companies in the consumer building materials industry are expected to benefit. The supply-demand contradiction in the cement industry has eased, with a slight price increase anticipated. Demand for fiberglass is recovering, and price increases are also expected, with the overall supply-demand pattern gradually optimizing. In September, cement demand showed marginal improvement, although the decline in retail sales expanded, but urban renewal will support future demand

Dubai Investment Company: It will double the float glass manufacturing capacity by constructing a second production line. The new production line will increase the daily production capacity of the UAE Glass Fiber Company from 600 tons to 1200 tons

China Galaxy Securities: Seasonal demand in the building materials industry continues to recover, and anti-involution drives supply optimization

China Galaxy Securities released a research report indicating that with the advancement of urban renewal, the demand for the consumer building materials market will further increase, especially for old renovation and repair needs. There is an expectation for cement prices to rise, and regional leading enterprises are likely to see a recovery in profits. The fiberglass market is also benefiting from the recovery of demand in emerging markets. Overall, the supply-demand contradiction in the industry is expected to ease, and the demand for consumer building materials is expected to improve in September

JIUDING established a wind power composite materials company

According to the Qichacha APP, recently, Jiangsu Jiuding Wind Power Composite Materials Co., Ltd. was established with a registered capital of 100 million yuan. The business scope includes: sales of glass fiber reinforced plastic products; manufacturing of generators and generator sets; sales of generators and generator sets; wind power generation technology services, etc. Qichacha's equity penetration shows that the company is wholly owned by JIUDING