本周（2025.11.29–2025.12.5，下同）：本周建筑材料板块（SW）涨跌幅1.55%，同期沪深300、万得全A 指数涨跌幅分别为1.28%、0.72%，超额收益分别为0.27%、0.82%。大宗建材基本面与高频数据：（1）水泥：本周全国高标水泥市场价格为354.7 元/吨，较上周+4.5 元/吨，较2024 年同期-70.3 元/吨。较上周价格持平的地区：泛京津冀地区、两广地区、...
Source Link本周（2025.11.29–2025.12.5，下同）：本周建筑材料板块（SW）涨跌幅1.55%，同期沪深300、万得全A 指数涨跌幅分别为1.28%、0.72%，超额收益分别为0.27%、0.82%。大宗建材基本面与高频数据：（1）水泥：本周全国高标水泥市场价格为354.7 元/吨，较上周+4.5 元/吨，较2024 年同期-70.3 元/吨。较上周价格持平的地区：泛京津冀地区、两广地区、...
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