建筑材料行业研究周报:重视反内卷推动下传统板块投资机会 继续推荐电子布高景气品种

天风证券
Sep 14

行情回顾本周(20250908-20250912)沪深300 涨1.38%,建材(中信)涨2.13%,建材子板块中除陶瓷外其他子板块均取得正收益,其中玻璃纤维板块涨幅最大。个股中,友邦吊顶(+16.4%)、华新水泥(+11.5%)、鲁阳节能(+11.3%)、北京利尔(+10.4%)、耀皮玻璃(+9.2%)涨幅居前。水泥价格迎来推涨,持续推荐玻纤电子布投资链条本周建材(中信)上涨2.13%,...

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