（以下内容从东吴证券《建筑装饰行业跟踪周报：重点工程开工带动基建投资预期升温，推荐关注低估值建筑央企》研报附件原文摘录）投资要点本周（2025.7.21–2025.7.25，下同）：本周建筑装饰板块（SW）涨跌幅5.62%，同期沪深300、万得全A指数涨跌幅分别为1.69%、2.21%，超额收益分别为3.93%、3.41%。行业重要政策、事件变化、数据跟踪点评：（1）今年7350亿元中央预算内投资...
Source Link（以下内容从东吴证券《建筑装饰行业跟踪周报：重点工程开工带动基建投资预期升温，推荐关注低估值建筑央企》研报附件原文摘录）投资要点本周（2025.7.21–2025.7.25，下同）：本周建筑装饰板块（SW）涨跌幅5.62%，同期沪深300、万得全A指数涨跌幅分别为1.69%、2.21%，超额收益分别为3.93%、3.41%。行业重要政策、事件变化、数据跟踪点评：（1）今年7350亿元中央预算内投资...
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