建筑装饰行业跟踪周报:PPP存量项目新规发布,关注重点项目和洁净室等专业工程机会

东吴证券
Aug 24

(以下内容从东吴证券《建筑装饰行业跟踪周报:PPP存量项目新规发布,关注重点项目和洁净室等专业工程机会》研报附件原文摘录)投资要点本周(2025.8.18–2025.8.22,下同):本周建筑装饰板块(SW)涨跌幅1.61%,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-2.57%、-2.26%。行业重要政策、事件变化、数据跟踪点评:(1)国务院办公厅转发财政部《...

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