投资要点上周电子纱价格提涨，中高端产品供需关系紧张，中高端产品货紧价扬带动普通电子纱G75价格继续跟涨，截至1月最新价格，国内G75均价维持9377元/吨，环比上涨近1%，同比涨幅达11.31%，在PCB高端需求增长支撑下，预计后期价格仍有提涨预期。建议关注：中国巨石、中材科技。水泥：年末全国市场逐步进入淡季，整体来看，全国需求仍呈现下滑态势，房建市场持续疲弱，基建需求在政策驱动下呈现区域分化明显...
Source Link投资要点上周电子纱价格提涨，中高端产品供需关系紧张，中高端产品货紧价扬带动普通电子纱G75价格继续跟涨，截至1月最新价格，国内G75均价维持9377元/吨，环比上涨近1%，同比涨幅达11.31%，在PCB高端需求增长支撑下，预计后期价格仍有提涨预期。建议关注：中国巨石、中材科技。水泥：年末全国市场逐步进入淡季，整体来看，全国需求仍呈现下滑态势，房建市场持续疲弱，基建需求在政策驱动下呈现区域分化明显...
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