申万宏源建筑周报:住建部提及好房子建设路径 好设计、好建造催生专业化需求

申万宏源研究
Oct 12

本期投资提示:双周板块回顾:板块表现方面,SW 建筑装饰指数+4.30%,沪深300指数+1.47%,相对收益为+2.83pct。双周涨幅最大的三个子行业分别为基建央企( +8.79% ) 、生态园林( +6.74% ) 、国际工程(+4.93%),对应行业内三个公司:中国核建(+24.10%)、冠中生态(+96.07%)、中铝国际(+8.19%);年涨幅最大的三个子行业分别是基建民企(+...

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