天风建筑建材团队Q4基建稳增长预期提升，重视反内卷投资主线以及高景气产业投资核心观点近期（0929-1010）建筑指数上涨4.6%，沪深300板块上涨1.67%，建筑板块跑赢大盘2.94pct。本周西部基建、核电、并购重组板块涨幅靠前。近期两部门发布《关于治理价格无序竞争 维护良好市场价格秩序的公告》，重视反内卷投资主线。当前时点，我们认为四季度基建稳增长值得期待，建议关注新疆、西藏等中西部基建...
Source Link天风建筑建材团队Q4基建稳增长预期提升，重视反内卷投资主线以及高景气产业投资核心观点近期（0929-1010）建筑指数上涨4.6%，沪深300板块上涨1.67%，建筑板块跑赢大盘2.94pct。本周西部基建、核电、并购重组板块涨幅靠前。近期两部门发布《关于治理价格无序竞争 维护良好市场价格秩序的公告》，重视反内卷投资主线。当前时点，我们认为四季度基建稳增长值得期待，建议关注新疆、西藏等中西部基建...
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