中国银河(601881)证券发布研报称,2026年去产能效果有望显现,行业供需格局改善预期增强,价格有望回升,企业盈利有望逐步修复。此外,水泥龙头企业加速海外产能布局,将贡献更多业绩增量,拉开龙头企业盈利差距。玻璃纤维下游新兴产业发展势头较好,AI算力需求驱动下,特种玻纤纱高景气有望持续;城市更新驱动消费建材在旧改、修缮市场的需求释放,消费升级将带动高品质绿色建材需求提升;终端需求改善预期较弱,“...
Source Link中国银河(601881)证券发布研报称,2026年去产能效果有望显现,行业供需格局改善预期增强,价格有望回升,企业盈利有望逐步修复。此外,水泥龙头企业加速海外产能布局,将贡献更多业绩增量,拉开龙头企业盈利差距。玻璃纤维下游新兴产业发展势头较好,AI算力需求驱动下,特种玻纤纱高景气有望持续;城市更新驱动消费建材在旧改、修缮市场的需求释放,消费升级将带动高品质绿色建材需求提升;终端需求改善预期较弱,“...
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