《建材行业稳增长工作方案(2025-2026年)》点评:水泥玻璃去产能确定性进一步增强 盈利底部向上可期

申万宏源研究
Sep 25

本期投资提示:事件:9 月24 日,六部委联合发布《建材行业稳增长工作方案(2025—2026 年)》(简称新版工作方案)。相较于2023-2024 版工作方案,此次工作方案首次将盈利水平有效提升作为行业主要目标。优胜劣汰、科技创新、转型升级、拓展需求、开放合作是新版行动方案的五大核心工作举措。加强组织保障、政策支持、监测调度是三大核心保障措施。稳增长与反内卷或是2025-2026 年建材行业的...

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