建筑材料行业周报：扩大政府采购支持绿色建材，产业链转型关注绿色建材方向

Investment Rating - The report maintains an "Overweight" rating for the building materials industry [2]. Core Viewpoints - The recent announcement from three ministries to expand government procurement support for green building materials aims to enhance construction quality and promote the green transformation of the industry [2][3]. - The building materials sector is a significant source of carbon emissions in the construction industry, with 2020 data indicating that material production accounted for 22.3% of national energy consumption and 28.2% of carbon emissions [3]. - The report suggests focusing on new wall materials, insulation materials, energy-saving doors and windows, and waterproof sealing materials as key areas for investment in green building materials [3]. Summary by Sections Government Procurement Support - The government will implement procurement policies for green building materials in 101 cities starting January 1, 2025, covering projects such as hospitals, schools, and affordable housing [2]. - Key tasks include enforcing procurement standards, managing green material purchases, and prioritizing project payment settlements [2]. Industry Data Tracking - Cement prices averaged 527.16 RMB per ton, down 1.1% week-on-week, with a continuous decline in cement shipments over five weeks [4]. - The average inventory of flat glass decreased by 1.11% week-on-week, while the daily production of float glass saw a slight decline [5]. - The average price of photovoltaic glass has increased slightly, indicating a potential recovery in industry profits [9]. Investment Recommendations - The report suggests focusing on resilient consumer building material leaders such as Weixing New Materials, Beixin Building Materials, and Tubao Bao, as well as companies benefiting from improved cash flow due to debt restructuring [11].