本周受益标的： （1）工信部等6部门联合发布《方案》，反内卷下水泥行业自律加速，推荐华新水泥、海螺水泥等，上峰水泥等受益；行业“反内卷”同步推进，光伏玻璃行业底部提价，推荐旗滨集团，福莱特、信义光能等受益；防水顺应倡议产品提价，推荐东方雨虹、科顺股份等；（2）龙头受益消防新国标，消防机器人商业化助新成长，推荐消防报警龙头青鸟消防；（3）受益于特种电子布超高景气，推荐中国巨石、中材科技、国际复材等...
Source Link本周受益标的： （1）工信部等6部门联合发布《方案》，反内卷下水泥行业自律加速，推荐华新水泥、海螺水泥等，上峰水泥等受益；行业“反内卷”同步推进，光伏玻璃行业底部提价，推荐旗滨集团，福莱特、信义光能等受益；防水顺应倡议产品提价，推荐东方雨虹、科顺股份等；（2）龙头受益消防新国标，消防机器人商业化助新成长，推荐消防报警龙头青鸟消防；（3）受益于特种电子布超高景气，推荐中国巨石、中材科技、国际复材等...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.