政策目标驱动投资止跌回稳，建筑央企盈利有望改善。订单数据上看，25Q1-Q4 建筑央企订单累计增速分别为-2.0%/+0.2%/+1.3%/+1.0%，单季增速分别为-2.0%/+2.4%/+4.7%/+1.2%（25Q4 单季及累计增速不含未披露的中国交建），Q2 起建筑央企订单增速已有所修复，全年订单仍实现稳健增长，彰显龙头韧性。在2025 下半年订单修复的背景下，预计25Q4 建筑央企业绩...
Source Link政策目标驱动投资止跌回稳，建筑央企盈利有望改善。订单数据上看，25Q1-Q4 建筑央企订单累计增速分别为-2.0%/+0.2%/+1.3%/+1.0%，单季增速分别为-2.0%/+2.4%/+4.7%/+1.2%（25Q4 单季及累计增速不含未披露的中国交建），Q2 起建筑央企订单增速已有所修复，全年订单仍实现稳健增长，彰显龙头韧性。在2025 下半年订单修复的背景下，预计25Q4 建筑央企业绩...
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