核心观点本周CS 建筑板块上涨7.1%，沪深300 板块上涨1.2%，建筑板块跑赢大盘5.9pct。受雅下水电站开工基建建设、专业工程以及民爆板块涨幅靠前。近期反内卷行业持续扩散，我们梳理了建筑板块投资逻辑。当前时点，我们继续维持此前观点，建议关注反内卷行情建筑蓝筹及钢结构投资机遇，固投产业链重点关注中西部基建（建筑，水泥，民爆）和重点产业投资（水电站、煤化工、核电等）带来的产业链相关机会，同时...
Source Link核心观点本周CS 建筑板块上涨7.1%，沪深300 板块上涨1.2%，建筑板块跑赢大盘5.9pct。受雅下水电站开工基建建设、专业工程以及民爆板块涨幅靠前。近期反内卷行业持续扩散，我们梳理了建筑板块投资逻辑。当前时点，我们继续维持此前观点，建议关注反内卷行情建筑蓝筹及钢结构投资机遇，固投产业链重点关注中西部基建（建筑，水泥，民爆）和重点产业投资（水电站、煤化工、核电等）带来的产业链相关机会，同时...
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