金吾财讯 | 中国银河证券发研报指，2025年1-9月建筑及装潢材料类零售额同比增长1.6%，其中9月单月同比下降0.1%，环比增长10.49%。随着家装市场季节性淡季结束，消费建材零售需求边际改善，但因今年市场整体疲弱，消费建材需求不及往年同期。后续来看，城市更新战略的持续落地将直接释放城中村修缮、危旧房改造等场景需求，“好房子”建设标准的推进将提升高品质绿色建材的市场渗透率。该机构表示，城市发展转向存量提质增效，渠道布局完善、品类扩张较好、具备产品品质优势及品牌优势的行业龙头有望受益。
金吾财讯 | 中国银河证券发研报指，2025年1-9月建筑及装潢材料类零售额同比增长1.6%，其中9月单月同比下降0.1%，环比增长10.49%。随着家装市场季节性淡季结束，消费建材零售需求边际改善，但因今年市场整体疲弱，消费建材需求不及往年同期。后续来看，城市更新战略的持续落地将直接释放城中村修缮、危旧房改造等场景需求，“好房子”建设标准的推进将提升高品质绿色建材的市场渗透率。该机构表示，城市发展转向存量提质增效，渠道布局完善、品类扩张较好、具备产品品质优势及品牌优势的行业龙头有望受益。
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