申万宏源建筑周报:25年“两重”建设项目清单下达完毕 投资有望改善

申万宏源研究
Jul 27

本期投资提示:一周板块回顾:板块表现方面,SW 建筑装饰指数+5.62%,沪深300指数+1.67%,相对收益为+3.95pct。周涨幅最大的三个子行业分别为基建央企( +9.66% ) 、设计咨询( +6.50% ) 、基建民企(+6.13%),对应行业内三个公司:中国电建(+42.13%)、深水规院(+65.84%)、汇通集团(+22.86%);年涨幅最大的三个子行业分别是生态园林(+...

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