2023年10月建筑材料行业运行分析：景气指数101.8点，市场压力与机遇并存
核心数据速览：10月份建筑材料工业景气指数为101.8点，环比下降2.8点，仍处于景气区间。
Key Data Highlights: The PMI for building materials industry stood at 101.8 points in October, down 2.8 points month-on-month but remaining in expansion territory.
10月份建筑材料行业呈现"需求恢复不足、价格低位运行"的总体特征。根据最新行业数据显示：
The building materials industry in October showed characteristics of "insufficient demand recovery and low price levels". Key findings include:
1. 传统建材生产持续承压
1. Traditional Building Materials Production Under Pressure
• 10月规模以上建材工业增加值同比下降1.1%
• 重点监测的31种建材产品中，17种产量同比下降
• 水泥产量1.9亿吨，同比下降4.0%
• Value-added output of large-scale building materials enterprises fell 1.1% YoY
• 17 out of 31 key products saw production declines
• Cement output reached 190 million tons, down 4.0% YoY
2. 价格走势出现分化
2. Divergent Price Trends
• 10月建材产品出厂价格指数91.3，同比下降7.6%
• 但环比增长0.1%，实现由降转增
• 平板玻璃等4个细分行业价格高于去年同期
• Producer price index stood at 91.3, down 7.6% YoY
• But up 0.1% month-on-month, turning from decline to growth
• 4 sub-sectors including flat glass saw higher prices than last year
3. 新兴建材表现亮眼
3. Strong Performance in New Materials
• 建筑玻璃、技术玻璃等7个子行业利润保持增长
• 建筑玻璃行业利润同比涨幅显著
• 深加工制品和新材料经济效益持续改善
• 7 sub-sectors including construction glass maintained profit growth
• Construction glass sector showed significant profit increase
• Deep-processed products and new materials continued to improve
4. 外贸呈现"出口降进口增"格局
4. Foreign Trade: Exports Down, Imports Up
• 1-10月建材出口额365.1亿美元，同比下降8.9%
• 进口额301.7亿美元，同比增长10.4%
• 建筑玻璃等产品出现"量价齐跌"现象
• Jan-Oct exports totaled $36.51 billion, down 8.9% YoY
• Imports reached $30.17 billion, up 10.4% YoY
• Construction glass and other products saw both volume and price declines
行业展望：随着基础设施投资持续增长（1-10月同比增长5.9%），建材行业有望在结构调整中实现高质量发展。
Industry Outlook: With infrastructure investment maintaining growth (up 5.9% Jan-Oct), the building materials industry is expected to achieve high-quality development through structural adjustment.
数据来源：国家统计局、国材（北京）建筑科学研究院
Data Source: National Bureau of Statistics, CBMEIC
