核心观点：据中国建筑防水杂志社公众号，6 月多家头部防水企业发布民建产品涨价函，防水涂料上调幅度约3%-13%，民用卷材上调1-3%，美缝剂上调4%-10%，C0 和C2 级瓷砖胶上调1%-6%，卷材类上调3%-7%，有望带来零售板块盈利修复。2025 年是建材板块盈利修复的一年，供给端带来强支撑，需求端提供潜在弹性，竞争力强的龙头公司盈利率先修复。建议关注成长性较强、估值弹性较大的消费建材板块（...
Source LinkDisclaimer: 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.