建筑材料行业:水泥出海再提速 继续推荐非洲龙头

天风证券
Jun 30

行情回顾本周沪深300 涨1.95%,建材(中信)涨2.63%。个股中,赛特新材(+27.0%),国统股份(+14.2%),韩建河山(+12.8%),道氏技术(+12.6%),天安新材(+12.5%),涨幅居前。上周我们重点推荐组合的表现:中材科技(+4.7%)、宏和科技(+8.63%)、青松建化(+2.2%)、高争民爆(+4.1)、西藏天路(+7.9%)、三棵树(+6.5%)、上峰水泥(-...

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