This paper reports
1. We still bet on grasping the window near the first quarterly report in the next two weeks
2. The consumption of building materials can be compared with Q2 after the epidemic in 2020. The elasticity in the differentiation period is not small
3. Glass fiber: reshaping the global comparative advantage, from marginal cost pricing to marginal demand pricing
4. Glass: under the condition of high warehouse location + high cost, the post epidemic market of 20-year supply and clearing may be copied
5. Carbon fiber: focus on the long-term entry of Shenying into the value range
6. Cement: the idea of game does not expect performance flexibility, and the logic of buying cement is “slow hand”
9. Quartz, Sibao and Kbc Corporation Ltd(688598) are recommended for small ticket
