建筑材料行业跟踪周报:继续关注消费建材触底回升

东吴证券
Aug 25

(以下内容从东吴证券《建筑材料行业跟踪周报:继续关注消费建材触底回升》研报附件原文摘录)投资要点本周(2025.8.18–2025.8.22,下同):本周建筑材料板块(SW)涨跌幅2.91%,同期沪深300、万得全A指数涨跌幅分别为4.18%、3.87%,超额收益分别为-1.27%、-0.96%。大宗建材基本面与高频数据:(1)水泥:本周全国高标水泥市场价格为342.7元/吨,较上周+2.3元/吨...

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