建材行业:行业印发稳增长工作方案 重视盈利水平有效提升

中金公司
Sep 25

行业近况9 月24 日六部门联合印发《建材行业稳增长工作方案(2025—2026 年)》(下称“方案”),旨在推动“建材行业恢复向好,盈利水平有效提升”。评论水泥:重申严格产能调控,今年底前超产产能需制定置换方案。方案指出,①水泥企业2025 年底前需对超产产能制定置换方案,当前行业熟料产能超产比例至少达20%,限制超产仍是中期行业去产能的主要抓手。②方案鼓励龙头企业联合设立绿色低碳转型基金,以...

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