(以下内容从华福证券《建筑建材2026年策略报告:寒冬渐退春不远,劲草迎风气象新》研报附件原文摘录)投资要点:2025年行情复盘:全年建筑板块承压,建材板块底部修复回顾2025年,建筑与建材板块呈现出显著的分化格局。建筑材料板块全年上涨22.1%,在申万行业中排名中上,表现显著优于仅上涨6.7%的建筑装饰板块。这种分化在子行业中更为明显:建筑板块内,装修装饰、园林工程等子领域凭借业务转型和细分赛道...
Source Link(以下内容从华福证券《建筑建材2026年策略报告:寒冬渐退春不远,劲草迎风气象新》研报附件原文摘录)投资要点:2025年行情复盘:全年建筑板块承压,建材板块底部修复回顾2025年,建筑与建材板块呈现出显著的分化格局。建筑材料板块全年上涨22.1%,在申万行业中排名中上,表现显著优于仅上涨6.7%的建筑装饰板块。这种分化在子行业中更为明显:建筑板块内,装修装饰、园林工程等子领域凭借业务转型和细分赛道...
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