非金属建材行业周报:关注西部陆海新通道 关注内需建材4个关键点

国金证券
Nov 16, 2025

【一周一议】首先,我们提示出海除了海外生产制造、东部沿海出口外,同样持续关注西部陆海新通道,即以重庆为关键节点,利用公路、海运、铁路、河运等运输方式,向南经广西、云南等沿海沿边口岸通达全球。《西部陆海新通道总体规划》明确到2025 年基本建成。今年1-10 月重庆经西部陆海新通道货运量、货值达27.23 万标箱、489.62 亿元,分别同增33%、27%;运输网络拓展至127 个国家和地区的581...

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