关键词里的中国 | 建材行业

广发证券研究

09/23

01左中括号好房子立本左中括号参考美国经验，未来存量翻新可能会取代新建成为消费建材下游占比最高的需求来源，给消费建材长期需求带来保障。相关报告| REPORTS好房子系列：再看旧改新契机，建材需求增量如何？三棵树：国漆零售升级，大树向上生长兔宝宝：行稳致远系列：板材龙头，蓄势聚能，稳健前行02左中括号反内卷提质左中括号建材行业过去几年在下游景气下行的影响下，产能过剩问题突出，板块盈利相继触达底部...

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