In its investor relations event on January 13, 2026, Beijing New Building Materials (BNBM) provided an outlook on the demand for gypsum board, waterproofing materials, and coatings during the 15th Five-Year Plan period. This outlook is of significant reference value for companies within the industry and for investors.
Firstly, regarding the gypsum board industry, BNBM stated that demand will exhibit structural differentiation. Secondary renovations, urban renewal, home decoration retail, county and township markets, and innovative alternatives will be the main growth drivers. In cities, many buildings require secondary renovations and upgrades over time, creating new demand for gypsum board. In the home decoration retail sector, consumer demand for high-quality, personalized gypsum board products is also increasing. In county and township markets, demand for gypsum board is gradually being released due to infrastructure construction and improved living standards. The emergence of innovative alternative products has also injected new vitality into the industry.
During the 15th Five-Year Plan period, the gypsum board industry is expected to maintain a steady and positive trend and achieve new breakthroughs. This means that the industry will make greater progress in technological innovation and product quality improvement.
The development path of the waterproofing industry has returned to rationality. Market share continues to concentrate on leading companies, a result of market competition. These leading companies, leveraging their brand advantages, technological strength, and economies of scale, are able to provide higher-quality products and services. Meanwhile, the demand for repairs, civil construction, and waterproofing/drainage has significant growth potential. As buildings age, repair needs will continue to rise. In the civil construction sector, people’s requirements for waterproofing are also increasing. The demand in specialized fields such as waterproofing/drainage is also increasing with the development of infrastructure construction.
The overall market demand for coatings is stable. Although the market size will not fluctuate significantly, the market structure will further concentrate on leading companies. Leading companies have advantages in product development, production processes, and brand promotion, enabling them to better meet consumer needs. With increasing environmental awareness, consumer demand for environmentally friendly coatings is also increasing, which will prompt companies to increase their investment in environmentally friendly coating research and development.
Beixin Building Materials’ outlook on various industries during the “15th Five-Year Plan” period points the way for industry development. Companies can adjust their development strategies based on these trends to adapt to market changes. Investors can also make more rational investment decisions based on this information. In the future, these industries are expected to achieve greater success in technological innovation and market expansion.
