中国材料-四季度展望:建筑材料板块的投资启示- China Materials -4Q26 Outlook Equity Implications Building Materials
October 6, 2026 09:00 PM GMT Greater China Materials | Asia Pacific 4Q26 Outlook: Equity Implications: Building Materials The building materials space remains under pressure from the continued decline in property demand. Potential property stimulus may improve late-cycle building materials demand. Completed-sales model to weigh on developers' sales and returns: While the near-term impact on saleable resources is limited, greater uncertainty could make developers more cautious on launches and land acquisitio ...