近期建材板块整体行业表现较为平淡，运行数据无太多亮点，主要由于春节季节性影响，各地施工企业尚未正式复工。水泥年初以来价格出现季节性走弱，春节后库容比较节前有一定提升，不过目前仍然处于历史同期低位水平；玻璃淡季价格表现更为强势，高位稳中略升，生产线库存出现季节性较明显增长，主因经销环节补库所致。随着假期结束，施工企业、加工企业等陆续复工，需求有望得到陆续回暖，行业运行将恢复至正常水平。

The adoption of interior doors has increased across residential and non-residential sectors of European countries, owing to factors such as population boom and rapid urbanization. In addition, increase in the number of residential and non-residential buildings is expected to provide lucrative growth opportunities to the Europe interior doors market players. Interior doors are used for creating appropriate and well-designed functional space with adequate access points and effective circulatory ventilation in a room. Interior doors are available in different types such as swinging doors, sliding doors, bypass doors, bifold doors, and others. Factors such as increase in government investments in commercial infrastructure and surge in residential sector are expected to drive the Europe interior doors market during the forecast period. In 2016, the European Commission launched an initiative known as “Smart Finance for Smart Buildings”, which was aimed at offering incentives for public and private investments in energy efficiency of buildings as well as use of insulation materials and modern windows and doors in their residences.

本周水泥价格环比继续上升（连续两周），库容比环比也继续下降，包括核心区域江浙沪皖地区库容比也环比下降，和去年同期水平相当，水泥龙头公司出货已恢复至正常水平；玻璃价格环比小幅上涨，生产企业库存继续在回落。行业量价显示目前需求不差，和去年相当。

前期 PPP 规范政策不断出台，市场逐渐受到规范，市场更加有序，政策收紧可能性不大，长远来看，政府违约风险降低，利于 PPP 模式的可持续发展。

上周建杅行业上 2.83%，建筑行业下跌 1.72%，环俅及兑用行业下跌1.46%。上周市场呈现回落调整状态，投资热点呈现分化，建筑、建杅、环俅兑用行业涨跌亏现。国家统计局发布 2018 年 1-2 月宏观经济数据，1-2 月固定资产投资同比增长 7.9%，基建投资同比增长 16.1%，房地产投资同比增长 9.9%。

建筑材料申万一级行业指数上涨2.83%，沪深300 指数下降1.28%；细分行业指数中，水泥制造指数上涨5.15%，玻璃制造上涨2.48%，耐火材料指数上涨4.37%，其他建材指数上涨0.44%，管材指数上涨0.55%。