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帝欧家居(002798.SZ)：今年上半年家装建材行业呈竞争加剧态势

D&O Home Collection Group (002798.SZ): The home building materials industry in the first half of this year has presented a trend of intensified competition.

Gelonghui Finance ·  Jul 25 04:30

D&O Home Collection Group (002798.SZ) stated in an investor relations event on July 25 that the company operates in the infrastructure industry of traditional manufacturing and real estate, which is an essential industry for improving people's livelihoods. Although the real estate market has faced some adjustment pressure in recent years, the delivery of new houses still provides a stable source of demand for the industry; with the advancement of urbanization and population migration, the active second-hand house market brings considerable stock demand for the industry through renovation and remodeling of old houses. In addition, the government's vigorous implementation of urban revitalization and regional renovation provides new growth points for the home decoration and building materials industry, so the industry has rigid demand at the industry level and has stable development characteristics. Overall, the home decoration and building materials industry has become increasingly competitive in the first half of this year, mainly due to sluggish market demand, excessive industry capacity compared to demand, and fierce price wars. In the long run, affected by investment barriers, eco-friendly concepts, brands, and other multidimensional factors, the industry will maintain an accelerated transition period towards elimination, and the concentration is expected to further concentrate on leading enterprises.

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