【财通建材前瞻20251013】建筑材料3Q2025年季报前瞻

财通建筑建材
Oct 13

重要提示本微信号推送的内容仅面向财通证券客户中符合《证券期货投资者适当性管理办法》规定的专业投资者。本微信号建设受限于难以设置访问权限,为避免不当使用所载内容可能带来的风险,若您并非专业投资者,请勿订阅、转载或使用本微信号的信息。核心结论建材:分化渐显,涂料防水业绩较优。收入端,Q3地产需求仍较为低迷,7-8月受预期偏弱及淡季因素影响,市场较为平淡,9月供应改善带动销售略有修复。传导至下游消费建材...

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