天风建筑建材团队地玻璃停产预期再起，关注传统建材机会及出海、高端电子布景气方向核心观点行情回顾上周（20251124-20251129）沪深300涨1.64%，建材（中信）涨2.20%，其中陶瓷、其他专用材料表现相对较好。个股中，海南瑞泽（22.2%）、福建水泥（16.3%）、四川金顶（15.9%）、宏和科技（14.1%）、垒知集团（11.6%）涨幅居前。核心观点近期传统建材供给端出现一定改善迹象...
Source Link天风建筑建材团队地玻璃停产预期再起，关注传统建材机会及出海、高端电子布景气方向核心观点行情回顾上周（20251124-20251129）沪深300涨1.64%，建材（中信）涨2.20%，其中陶瓷、其他专用材料表现相对较好。个股中，海南瑞泽（22.2%）、福建水泥（16.3%）、四川金顶（15.9%）、宏和科技（14.1%）、垒知集团（11.6%）涨幅居前。核心观点近期传统建材供给端出现一定改善迹象...
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