建材概念股走强，海螺水泥涨超6%，东方雨虹、华新建材涨超4%，北新建材、旗滨集团、天山股份、塔牌集团涨超2%。受盘面影响，建材ETF涨超3%。有券商表示，行业目前盈利已触底，价格经历多年竞争目前已无向下空间，此次借助反内卷政策行业对提价及盈利改善诉求强烈。2025年防水、涂料、石膏板等多品类持续发布提价函，行业盈利有望触底，2026年可期待龙头企业的盈利改善。
Source Link建材概念股走强，海螺水泥涨超6%，东方雨虹、华新建材涨超4%，北新建材、旗滨集团、天山股份、塔牌集团涨超2%。受盘面影响，建材ETF涨超3%。有券商表示，行业目前盈利已触底，价格经历多年竞争目前已无向下空间，此次借助反内卷政策行业对提价及盈利改善诉求强烈。2025年防水、涂料、石膏板等多品类持续发布提价函，行业盈利有望触底，2026年可期待龙头企业的盈利改善。
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.