Analysts believe that, benefiting from favorable factors such as the recovery of the job market, the recovery momentum of the US real estate market will continue, housing construction activity will remain active, and the sales revenue of related listed building materials companies is expected to continue growing.

　　Since the beginning of this year, the stock prices of major US real estate developers have continued the strong upward trend seen since the second half of last year. PulteGroup's stock price has risen 28% year to date, Lennar's stock price has risen 11%, D.R. Horton's stock price has risen 37%, Toll Brothers' stock price has risen 13%, KB Home's stock price has risen 54.3%, and Standard Pacific Homes' stock price has risen 31%.

　　A Bloomberg statistic shows that among US-listed homebuilders that have reported earnings, the median growth rate of new home orders in the first quarter reached 34%, with Standard Pacific's first-quarter orders growing 49%. The recovery of the real estate market has naturally benefited the building materials sector, with building materials and cement producers standing out. Since the beginning of this year, Owens Corning, which produces residential and commercial building materials, has seen its stock price rise 18%, and Headwaters, a producer of new residential and commercial building materials, has seen its stock price rise 30.3%; among cement producers, Cemex's stock price has risen 26.5%, Texas Industries' stock price has risen 37%, Eagle Materials' stock price has risen 23%, and James Hardie's stock price has risen 17.1%. These are all mainstream US building materials enterprises, which have clearly also boosted the development confidence of small and medium-sized building materials enterprises.

　　According to the reporter's understanding, US decoration materials companies have also performed well. Masco, which produces and sells decoration supplies and building materials, has seen its stock price rise 30% cumulatively this year; Lowe's, a home improvement building materials retailer, has seen its stock price rise 18%; Home Depot's stock price has risen 20%; and Lumber Liquidators, a hardwood flooring retailer, has even seen its stock price rise 69%.

　　A Chinese researcher of the US building materials industry believes that the good performance of building materials companies is mainly due to rising real estate sales, increased residential construction demand and improved profitability. The latest data show that the annualized pace of US existing home sales in March was 4.92 million units, up 10.3% year on year; the annualized pace of new home sales reached 417,000 units, and new home starts broke through the 1 million mark.

　　Considering that the US government will continue to promote housing purchasing power, companies in the building materials sector are expected to continue to maintain sales growth, and companies with sound financial conditions, such as Eagle Materials, may consider launching acquisitions of traditional building materials enterprises.

　　TRLA, the largest online real estate information provider in the United States, said that because the real estate industry and the Internet have formed a powerful integration, more real estate brokers, mortgage service providers, home buyers and sellers, and home renovation companies will be brought together on the same online platform. In this way, the building materials and decoration industry is expected to continue to obtain business opportunities in a broader market.