天风建筑建材团队新兴链条关注洁净室高景气,传统链条关注低估值高股息核心观点本周(1124-1128)建筑指数上涨2.37%,沪深300板块上涨0.68%,建筑板块跑赢大盘1.70pct,子板块中园林工程、建筑设计和建筑装修板块涨幅居前,当前时点,我们认为部分区域基建存在回暖预期,结合股息率,推荐高分红地方国企品种,同时重点挖掘高景气赛道的建筑相关品种,如洁净室等方向。安全边际角度建议重点关注低估值...
Source Link天风建筑建材团队新兴链条关注洁净室高景气,传统链条关注低估值高股息核心观点本周(1124-1128)建筑指数上涨2.37%,沪深300板块上涨0.68%,建筑板块跑赢大盘1.70pct,子板块中园林工程、建筑设计和建筑装修板块涨幅居前,当前时点,我们认为部分区域基建存在回暖预期,结合股息率,推荐高分红地方国企品种,同时重点挖掘高景气赛道的建筑相关品种,如洁净室等方向。安全边际角度建议重点关注低估值...
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