建筑材料行业周报:中央经济会议定调内需 提振消费政策值得期待

中邮证券
Dec 15, 2025

投资要点中央经济工作会议12 月10 日至11 日在北京举行,会议提出坚持内需主导,建设强大国内市场。深入实施提振消费专项行动,制定实施城乡居民增收计划。扩大优质商品和服务供给。优化“两新”政策实施。清理消费领域不合理限制措施,释放服务消费潜力。推动投资止跌回稳,适当增加中央预算内投资规模,优化实施“两重”项目,优化地方政府专项债券用途管理,继续发挥新型政策性金融工具作用,有效激发民间投资活力。...

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