7月31日，中国建材盘中上涨5.14%，报3.87港元，成交额3808.03万港元。
消息面上，近期多家机构密集发布研报指出，建材板块龙头企业估值已处于历史最低水平，行业价格已见底回暖，进入复苏通道。瑞银此前判断水泥行业盈利将于今年见底，自明年起轻微复苏；行业层面，反内卷政策持续发力，产能置换加速落后产能退出，水泥出清在即。与此同时，公司旗下中国巨石及中材科技全面受益于电子布供需紧张，电子布较年初累计涨幅已超70%，玻纤新材料板块景气度延续量价齐升趋势，对冲传统基础建材板块压力。花旗此前将公司纳入90天上行催化剂观察名单，维持买入评级，目标价7.3港元。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.