2024上半年建材行业深度分析：防水材料价格下跌超5% 行业分化明显

2024上半年建材行业深度分析：防水材料价格下跌超5% 行业分化明显

2024 Construction Materials Industry Report: Waterproof Materials Prices Drop Over 5% with Significant Industry Divergence

导语/Introduction: 中国建筑材料联合会最新发布的2024年6月行业简报显示，受气候因素和市场需求变化影响，建材行业呈现明显分化态势。The latest industry report from China Building Materials Federation reveals significant divergence in the construction materials sector due to weather impacts and shifting market demands.

核心数据/Key Data:

• 上半年规模以上建材工业增加值仅增长0.1%
• H1 value-added output of major building material enterprises grew just 0.1%

• 防水建筑材料等产品出厂价格同比下降超5%
• Ex-factory prices of waterproof materials dropped over 5% YoY

• 行业亏损面达35.3%，水泥行业亏损面超50%
• Industry loss ratio reached 35.3%, with cement sector exceeding 50%

1. 生产与价格/Production & Pricing

6月份建材工业增加值连续第四个月负增长(-0.4%)，上半年累计增速0.1%，远低于全国工业平均水平。In June, the sector's value-added output declined for the fourth consecutive month (-0.4%), with H1 growth at just 0.1%, significantly below national industrial average.

价格方面，建材产品出厂价格同比下降6.9%，但环比呈现筑底迹象。防水材料、水泥等传统建材价格降幅明显，而技术玻璃等高端产品价格保持增长。Price-wise, ex-factory prices fell 6.9% YoY but showed signs of bottoming out. Traditional materials like waterproof products saw notable declines while technical glass maintained growth.

2. 行业效益/Industry Performance

上半年行业利润总额暴跌55.5%，水泥行业全行业亏损。但建筑玻璃、技术玻璃等细分领域保持利润增长，显示产业结构优化趋势。Total profits plunged 55.5%, with cement sector in overall loss. However, segments like architectural glass showed profit growth, indicating industrial upgrading.

3. 投资与贸易/Investment & Trade

固定资产投资增长5%，民间投资增长8%，显示市场信心仍在。但进出口双双下滑，出口额下降11.96%。Fixed-asset investment grew 5% with private investment up 8%, showing sustained confidence. However, imports/exports both declined, with exports down 11.96%.

行业展望/Outlook: 随着加工制品业比重提升至64%，建材行业正经历深刻的结构性调整。With processed products now accounting for 64% of output, the industry is undergoing profound structural transformation.

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