核心观点本周CS 建筑板块下跌2.5%,建筑板块跑输大盘1.3pct。建筑设计表现较好,低位的雅下水电工程以及转型标的涨幅靠前。本周我们梳理了反内卷带动行业绿色提质升级对应的专业工程公司,认为反内卷改善企业盈利情况,叠加节能减碳政策要求,企业在绿色低碳转型和提升数字化管理背景下,有望加大改造性支出,利好专业工程公司。当前时点,建议关注反内卷行情建筑蓝筹、钢结构、专业工程投资机遇,固投产业链重点关注...
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