投资要点：中央经济工作会议偏向“内功”思维，强调“国内供强需弱矛盾突出”，供给侧“反内卷”或成为着力点。我们认为，本次的中央经济工作会议最大的特点是务实且有底气，聚焦“内功”，之于建材行业影响主要有二：1）政策基调由去年的“加强超常规逆周期调节”转为“加大逆周期和跨周期调节力度”，与去年明确要求“各项工作能早则早、抓紧抓实，保证足够力度”不同，今年提出跨周期调节，核心或在于衔接当下的超常规政策与...
Source Link投资要点：中央经济工作会议偏向“内功”思维，强调“国内供强需弱矛盾突出”，供给侧“反内卷”或成为着力点。我们认为，本次的中央经济工作会议最大的特点是务实且有底气，聚焦“内功”，之于建材行业影响主要有二：1）政策基调由去年的“加强超常规逆周期调节”转为“加大逆周期和跨周期调节力度”，与去年明确要求“各项工作能早则早、抓紧抓实，保证足够力度”不同，今年提出跨周期调节，核心或在于衔接当下的超常规政策与...
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