天风建筑建材团队Q4重点关注基本面反弹的消费建材龙头以及出海水泥、高端电子布核心观点行情回顾本周(20251103-20251107)沪深300涨0.82%,建材(中信)涨1.62%, 建材板块跑赢大盘0.8pct,其中玻璃、陶瓷表现相对较好。个股中,海南发 展(27.4%)、金晶科技(24.8%)、四川金顶(15.3%)、罗普斯金(13.6%)、 华新水泥(12.5%)涨幅居前。水泥价格迎来推涨...
Source Link天风建筑建材团队Q4重点关注基本面反弹的消费建材龙头以及出海水泥、高端电子布核心观点行情回顾本周(20251103-20251107)沪深300涨0.82%,建材(中信)涨1.62%, 建材板块跑赢大盘0.8pct,其中玻璃、陶瓷表现相对较好。个股中,海南发 展(27.4%)、金晶科技(24.8%)、四川金顶(15.3%)、罗普斯金(13.6%)、 华新水泥(12.5%)涨幅居前。水泥价格迎来推涨...
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