建筑材料行业周报:节后复工数据农历同比改善 上海地产政策放松助力地产链回暖

东方财富证券
Mar 01

板块行情回顾:本周建材板块上涨3.3%,跑赢沪深300 指数2.2pct。分子板块来看, 水泥/ 玻璃/ 玻纤/ 装修建材分别+2.1%/+3.5%/+7.8%/+3.5%。年初至2 月27 日建材板块上涨12.2%,跑赢沪深300 指数约10.5pct。个股中,本周再升科技(+21.8%)、宏和科技(+11.4%)、国际复材(+11.3%)表现较佳。周观点:根据百年建筑网数据,截止到2 月25 ...

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