持续推荐非洲建材，重视筑底消费建材龙头在当前高切低背景下，非洲建材（景气上行且低估值，是3 季度业绩预期最好的细分板块）和部分筑底的消费建材龙头（地产链仍处于景气下行，但龙头具有α先行筑底）值得配置：一是非洲建材，中期受益于非洲人口和城镇化的大趋势，短期受益于美国降息周期，当前积极推荐华新水泥、科达制造，3 季度业绩环比均改善。预计华新水泥2025-26 年归属净利润约30、40 亿元，对应PE ...
Source Link持续推荐非洲建材，重视筑底消费建材龙头在当前高切低背景下，非洲建材（景气上行且低估值，是3 季度业绩预期最好的细分板块）和部分筑底的消费建材龙头（地产链仍处于景气下行，但龙头具有α先行筑底）值得配置：一是非洲建材，中期受益于非洲人口和城镇化的大趋势，短期受益于美国降息周期，当前积极推荐华新水泥、科达制造，3 季度业绩环比均改善。预计华新水泥2025-26 年归属净利润约30、40 亿元，对应PE ...
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