建筑材料行业:工信部发布建材稳增长方案 浮法玻璃普遍涨价

广发证券股份有...
Oct 09

核心观点:9 月24 日,工信部联合六部门发布《建材行业稳增长工作方案(2025—2026 年)》,水泥和光伏玻璃表述有积极变化:水泥企业要在2025年底前对超出项目备案的产能制定产能置换方案,促进实际产能与备案产能统一;严禁从非大气污染防治重点区域向大气污染防治重点区域转移水泥熟料、平板玻璃产能;光伏玻璃行业加快光伏压延玻璃产能风险预警由项目管理向规划引导转变。消费建材:二手房高景气叠加补贴政策...

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