申万宏源建筑周报:新藏铁路有限公司成立 中西部投资提速

申万宏源研究
Aug 10, 2025

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+1.75%,沪深300指数+2.11%,相对收益为-0.36pct。周涨幅最大的三个子行业分别为国际工程( +3.77% ) 、专业工程( +3.40% ) 、装饰幕墙(+3.35%),对应行业内三个公司:中铝国际(+6.42%)、上海港湾(+30.49%)、ST 中装(+13.74%);年涨幅最大的三个子行业分别是生态园林( +...

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