Davidson公司分析师Kurt Yinger与Aditya Madan在最新研究报告中指出，甲板承包商中报告积压订单水平高于正常值的数量占比，出现了两年多来的首次正向倾斜。他们对相关承包商的调查显示，与近期季度相比，行业增长呈现温和加速态势。
尽管趋势向好，但分析师预计今年不会出现甲板项目的爆发式增长。当前业主仍对推进项目持谨慎态度，他们需要仔细权衡材料成本及工程其他环节的支出压力。分析师表示，未来三至六个月的增长幅度将基本符合先前预期。
在此背景下，分析师维持将Trex Co Inc列为建材领域的首选标的。该公司在行业温和复苏环境中展现出持续竞争力。
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