建筑材料行业研究周报: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

天风证券
Nov 09, 2025

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。核心观点本周建材(中信)上涨1.62%,沪深300 上涨0.82%,建材板块跑赢大盘0.8pct,建材...

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