中信建投建筑2026年投资展望:赋能产业升级,聚焦扩内需和出海

中信建投证券研究
Nov 10, 2025

文|竺劲曹恒宇“十五五”规划建议强调建设现代化产业体系和加快实现高水平科技自立自强,建筑业作为传统产业,既需要在地产下行和存量基建时代寻求新增长来源,也需要依托产业升级和科技进步,为新质生产力构建现代化基础设施体系,赋能产业发展,自身寻求转型,实现产业升级。同时在扩大内需方面新型城镇化建设和城市更新将是投资重点方向,出海将持续为建筑企业贡献增量。建议关注关注赋能现代化产业体系、扩大内需和出海三...

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