【天风建材鲍荣富】建材周观点0713:城市更新政策强化传统建材多头逻辑,新型建材中报预增再提振高景气信心

风研建筑建材地...
Jul 14

天风建筑建材团队城市更新政策强化传统建材多头逻辑,新型建材中报预增再提振高景气信心核心观点行情回顾本周沪深300涨0.82%,建材(中信)涨3.07%。个股中,四方新材(+61.2%),亚玛顿(+28.7%),濮耐股份(+22.4%),国际复材(+20.8%),宏和科技(+17.3%)涨幅居前。上周我们重点推荐组合的表现:中材科技(+7.0%)、宏和科技(+17.3%)、西部水泥(+3.1%)、...

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