【天风建材鲍荣富】建材周观点1222:11月地产数据仍旧偏弱,布局春季躁动方向

风研建筑建材地...
Dec 22, 2025

天风建筑建材团队11月地产数据仍旧偏弱,布局春季躁动方向核心观点行情回顾上周(20251215-20251219)沪深300跌0.28%,建材(中信)跌0.04%,建材子板块中陶瓷和其他装饰材料涨幅较优。个股中,法狮龙(31.8%)、金圆股份(13.5%)、兔宝宝(10.5%)、悦心健康(5.7%)、四方新材(5.5%)涨幅居前。核心观点上周建材(中信)下跌0.04%,沪深300下跌1.08%,...

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