行情回顾上周（20251027-20251031）沪深300 跌0.43%，建材（中信）涨1.57%，其中玻璃、玻纤表现相对较好。个股中，先锋新材（43.5%）、亚士创能（31.7%）、福建水泥（24.6%）、海南发展（22.6%）、福莱特（13.6%）涨幅居前。核心观点从三季报表现来看，建材子板块中表现最优的仍是玻璃纤维，一方面价格端继续保持高位，同时特种纤维布贡献利润增量。本周玻璃纤维再次迎来...
Source Link行情回顾上周（20251027-20251031）沪深300 跌0.43%，建材（中信）涨1.57%，其中玻璃、玻纤表现相对较好。个股中，先锋新材（43.5%）、亚士创能（31.7%）、福建水泥（24.6%）、海南发展（22.6%）、福莱特（13.6%）涨幅居前。核心观点从三季报表现来看，建材子板块中表现最优的仍是玻璃纤维，一方面价格端继续保持高位，同时特种纤维布贡献利润增量。本周玻璃纤维再次迎来...
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