天风·建筑建材 | 建筑中报表现如何看?

天风研究
Sep 02, 2025

近期建筑企业中报陆续披露,从板块整体情况来看,25H1CS建筑板块收入、归母净利润增速分别为-5.52%、-6.03%,收入增速自2022年以来持续下滑,25Q2单季度板块收入和归母净利润增速分别为-5.05%、-3.13%,环比25Q1增速提升0.96、5.33pct,同比24Q2增速提升2.70、15.56pct,二季度呈现出改善趋势,而其中超预期的板块主要集中在下游景气度较高的煤化工领域,...

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