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建材行业2024年中期策略报告:关注供给侧变化,聚焦确定性龙头
市场需求:下游地产持续筑底,政策发力去库存。2024年以来地产基本面延续筑底,1-4月新建商品房销售面积同比降20.2%,销售承压叠加三大工程进展相对缓慢,地产投资开工延续下行。竣工端随着2023年保交付高峰期已过,2024年1-4月同比降20%。4月政治局会议召开以来,地产政策焦点转为去库存,供需两端加大政策支持力度。预计短期有望加速部分观望需求入市,但中期来看楼市修复持续性仍待观察,后续政策亦有望加大支持。据平安地产团队估计,2024年全国销售面积同比-12.7%,竣工、新开工同比-20%.........
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