China Galaxy Securities research report pointed out that from January to August 2025, retail sales of construction and decoration materials increased by 1.8% year-on-year, but the growth rate narrowed by 0.4 percentage points from January to July.
Among them, the situation in August was not very optimistic, with a year-on-year decrease of 0.7% and a month-on-month decrease of 1.19%.
This is mainly because August was affected by unfavorable factors such as high temperatures and rain, and the demand in the home decoration market weakened significantly, which in turn led to a decrease in retail demand for consumer building materials.
However, subsequent market conditions are expected to improve.
In September, the weather gradually improved, which provided good environmental conditions for the recovery of the home improvement market.
Moreover, the continued release of the old-for-new policy has also stimulated consumers’ desire to buy to a certain extent.
Consumers may be more willing to improve and upgrade their living environment, thereby increasing demand for home improvement products.
With the continuous advancement of urban renewal, projects such as renovation and renovation are increasing.
The demand for consumer building materials in these projects is huge.
Old buildings in the city need to be renovated and repaired, which requires a large amount of construction and decoration materials.
For example, wall renovation requires paint, wallpaper and other materials; floor renovation requires ceramic tiles, flooring, etc.
These demands will further drive the development of the consumer building materials market.
For consumer building materials companies, this is a rare development opportunity.
Enterprises can adjust their product structure and marketing strategies according to changes in market demand.
Increase the research and development and production of building materials products suitable for old renovation and repair projects, and improve the quality and performance of products to meet market demand.
At the same time, enterprises can also strengthen cooperation with decoration companies, construction teams, etc., expand sales channels, and increase the market share of products.
From a consumer perspective, the recovery of the home improvement market in September and the improvement in demand for consumer building materials mean that they have more choices and better products.
Consumers can find home decoration products on the market that better suit their needs and budgets, creating a more comfortable and beautiful living environment.
Overall, the home improvement market is expected to recover in September, and demand for consumer building materials is also expected to improve.
Both enterprises and consumers should seize this opportunity and jointly promote the development of the home decoration market and consumer building materials market.
