天风建筑建材团队建材稳增长方案出台,继续推荐反内卷+出海+高端电子布投资机会核心观点行情回顾本周(20250922-20250926)沪深300上涨1.07%,建材(中信)下跌1.73%,建材子板块中玻璃纤维和玻璃板块跌幅较小。个股中,西大门(+9.8%)、上峰水泥(+8.1%)、中国巨石(+7.5%)福建水泥(+7.4%)、耀皮B股(+6.3%)、中旗新材(+6.2%)涨幅居前。核心观点本周建材...
Source Link天风建筑建材团队建材稳增长方案出台,继续推荐反内卷+出海+高端电子布投资机会核心观点行情回顾本周(20250922-20250926)沪深300上涨1.07%,建材(中信)下跌1.73%,建材子板块中玻璃纤维和玻璃板块跌幅较小。个股中,西大门(+9.8%)、上峰水泥(+8.1%)、中国巨石(+7.5%)福建水泥(+7.4%)、耀皮B股(+6.3%)、中旗新材(+6.2%)涨幅居前。核心观点本周建材...
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