金吾财讯 | 长江证券研报指,中国建材(03323)大股东为中国建材集团,实控人为国资委。目前业务主要分为三大板块,基础建材、新材料和工程技术服务。过往经营看,收入和利润体现较强周期属性,作为行业最大龙头,在上轮周期底部2015-2016年业绩出现较大亏损(盈利水平逊色于同行龙头),反映出过往整体经营包袱较重,核心是水泥制约(彼时其他业务贡献较少)。该机构指,就公司而言:1、经过多年的经营优化,...
Source Link金吾财讯 | 长江证券研报指,中国建材(03323)大股东为中国建材集团,实控人为国资委。目前业务主要分为三大板块,基础建材、新材料和工程技术服务。过往经营看,收入和利润体现较强周期属性,作为行业最大龙头,在上轮周期底部2015-2016年业绩出现较大亏损(盈利水平逊色于同行龙头),反映出过往整体经营包袱较重,核心是水泥制约(彼时其他业务贡献较少)。该机构指,就公司而言:1、经过多年的经营优化,...
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