作者：李阳、赵铭、陈伟豪摘要■投资逻辑2025年板块回顾结构性亮点让建材行业在2025年保持较高的投资吸引力，虽然传统内需地产和基建继续承压。股价和报表表现双突出的是玻纤子板块，而消费建材、水泥、玻璃预计2025年整体收入同比下行。对应到板块涨幅，相对收益明显的包括玻纤、水泥出海、零售消费建材龙头。细分行业景气有较强持续性，因此AI电子布、海外建材、风电纱、内需家具厂/农村渠道、运河、反内卷、分红...
Source Link作者：李阳、赵铭、陈伟豪摘要■投资逻辑2025年板块回顾结构性亮点让建材行业在2025年保持较高的投资吸引力，虽然传统内需地产和基建继续承压。股价和报表表现双突出的是玻纤子板块，而消费建材、水泥、玻璃预计2025年整体收入同比下行。对应到板块涨幅，相对收益明显的包括玻纤、水泥出海、零售消费建材龙头。细分行业景气有较强持续性，因此AI电子布、海外建材、风电纱、内需家具厂/农村渠道、运河、反内卷、分红...
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