智通财经APP获悉,中金发布研报称,3Q25建材板块营收和盈利仍处于下行通道,但个股表现进一步分化。部分子板块龙头企业营收、盈利同比实现正增长,拐点初步显现,通过优化渠道,加强布局C端;积极发展海外业务支撑业绩。同时企业加强对回款的管控、控制资本开支,优化现金流。展望2026年,判断供给侧在反内卷基调下或更理性(如水泥限制超产、玻纤理性投产等);优质企业第二增长曲线继续发力,有利于板块优胜劣汰、...
Source Link智通财经APP获悉,中金发布研报称,3Q25建材板块营收和盈利仍处于下行通道,但个股表现进一步分化。部分子板块龙头企业营收、盈利同比实现正增长,拐点初步显现,通过优化渠道,加强布局C端;积极发展海外业务支撑业绩。同时企业加强对回款的管控、控制资本开支,优化现金流。展望2026年,判断供给侧在反内卷基调下或更理性(如水泥限制超产、玻纤理性投产等);优质企业第二增长曲线继续发力,有利于板块优胜劣汰、...
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