近日，A股建筑材料板块整体走强，多只个股表现亮眼。其中，志特新材（股票代码：300986）强势涨停，涨幅达20%，成为市场焦点。作为国内领先的建筑铝模系统综合服务商，志特新材专注于铝合金模板、爬架等绿色建筑产品的研发与应用，受益于国家对装配式建筑和绿色低碳建材的政策支持，公司近年来业绩持续增长。分析人士指出，本轮建筑材料板块上涨主要受多重利好因素驱动：一是近期多地出台稳增长政策，推动基建和房地产项目加快落地；二是原材料价格企稳，行业成本压力缓解；三是市场对“新质生产力”相关概念关注度提升，志特新材凭借其在智能建造和绿色建材领域的技术优势，受到资金青睐。此外，志特新材近期中标多个大型项目，并积极拓展海外市场，进一步增强了投资者信心。业内人士预计，在政策红利与市场需求双重支撑下，建筑材料板块有望延续强势，而具备技术壁垒和成长潜力的龙头企业或将持续受益。
Recently, the building materials sector in China’s A-share market has shown strong momentum, with multiple stocks performing impressively. Notably, Zhite New Materials (stock code: 300986) surged by the daily trading limit of 20%, drawing significant market attention. As a leading integrated service provider of aluminum formwork systems in China, Zhite specializes in the R&D and application of green construction products such as aluminum alloy formwork and climbing scaffolds. The company has benefited from national policies promoting prefabricated construction and low-carbon building materials, resulting in consistent revenue growth in recent years.Analysts attribute the sector’s rally to several positive catalysts: first, local governments have rolled out pro-growth measures that accelerate infrastructure and real estate projects; second, raw material prices have stabilized, easing cost pressures across the industry; and third, investor interest in ‘new quality productive forces’—a concept emphasizing innovation and sustainability—has elevated demand for companies like Zhite that lead in smart construction and eco-friendly materials.Moreover, Zhite recently secured contracts for several large-scale projects and is actively expanding into overseas markets, further boosting investor confidence. Industry experts anticipate that with continued policy support and robust market demand, the building materials sector may sustain its upward trajectory, with technologically advanced and high-growth leaders poised to benefit the most.
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