“反内卷”与城市更新共振,建筑建材供需格局有望改善。7 月7 日国资委与全国工商联联合发布行业倡议,33 家建筑企业共同抵制"内卷式"竞争,推动行业从"关系竞争"转向以科技创新、工程质量为核心的健康赛道。国家发改委发文指出推动新型城镇化高质量发展,其中提及以“两重”、“两新”资金使用为抓手,加大新型城镇化重点领域投入。在政策的积极引导下,建筑建材行业在供给端有望凝聚共识、有序竞争,在需求端有望受益...
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