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中国建筑材料 2025 年展望:需求背景仍严峻,但价格方面现些许积极信号China Construction_ Building Materials 2025 Preview_ Demand backdrop remains tough but some green shoots on pricing
2025-07-21 22:26

17 July 2025 | 7:32PM HKT China Construction: Building Materials 2Q25 Preview: Demand backdrop remains tough but some green shoots on pricing Our covered Chinese building materials companies are scheduled to report 2Q25 results starting mid-August. In this report, we preview 2Q25 results based on our recent channel checks, underlying end-demand trends, and raw material prices. Overall, we expect most companies to see double-digit yoy decline in net profit for the quarter (except for Skshsu, due to relativel ...