天风建筑建材团队25H1建筑板块业绩承压，重视高股息及细分高景气赛道核心观点H1建筑板块营收、业绩承压下滑，看好下半年盈利修复25H1 CS建筑板块实现收入39639亿元，同比增速-5.5%，实现归母净利润913亿元，同比增速-6.03%，营收增速较24年同期下降2.02pct，业绩增 速较24年同期降幅收窄5.26pct，建筑板块整体营收及利润承压下滑。利润 下滑较多主要系毛利率同比下降、费用率...
Source Link天风建筑建材团队25H1建筑板块业绩承压，重视高股息及细分高景气赛道核心观点H1建筑板块营收、业绩承压下滑，看好下半年盈利修复25H1 CS建筑板块实现收入39639亿元，同比增速-5.5%，实现归母净利润913亿元，同比增速-6.03%，营收增速较24年同期下降2.02pct，业绩增 速较24年同期降幅收窄5.26pct，建筑板块整体营收及利润承压下滑。利润 下滑较多主要系毛利率同比下降、费用率...
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