Galaxy Securities highlights that amid heightened policy expectations, the demand for consumer building materials is poised for a rebound. The firm recommends focusing on industry leaders characterized by robust channel networks, successful category expansion, and strong product quality alongside brand advantages. In the cement sector, stricter supply regulations are anticipated to alleviate the supply-demand imbalance, thereby driving cement prices upwards and enabling regional leaders to achieve profit recovery. In the glass fiber industry, emerging markets are fueling demand recovery, with prices of mid-to-high-end products forecasted to rise, heralding a full-year performance resurgence. Hence, Galaxy Securities recommends investing in leading glass fiber enterprises. Lastly, within the glass industry, the expansion of cold repair production lines is expected to refine the supply-demand dynamics.