天风建筑建材团队中央经济工作会议定调,重视传统建材机会核心观点行情回顾上周(20251208-20251212)沪深300跌0.08%,建材(中信)跌1.55%,其中玻璃表现相对较好。个股中,海南发展(20.4%)、四川金顶(17.1%)、ST金圆(9.5%)、金刚光伏(6.6%)、正威新材(5.3%)涨幅居前。核心观点中央经济工作会议指出要着力稳定房地产市场,因城施策控增量、去库存、优供给,有序...
Source Link天风建筑建材团队中央经济工作会议定调,重视传统建材机会核心观点行情回顾上周(20251208-20251212)沪深300跌0.08%,建材(中信)跌1.55%,其中玻璃表现相对较好。个股中,海南发展(20.4%)、四川金顶(17.1%)、ST金圆(9.5%)、金刚光伏(6.6%)、正威新材(5.3%)涨幅居前。核心观点中央经济工作会议指出要着力稳定房地产市场,因城施策控增量、去库存、优供给,有序...
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