金吾财讯 | 港股建材水泥股普涨，截至发稿，中国建材(03323)涨12.48%，华新建材(06655)涨2.92%，华润建材科技(01313)涨1.71%，海螺水泥(00914)涨1.56%，西部水泥(02233)涨1.18%，东吴水泥(00695)涨1.15%，金隅集团(02009)涨1.09%。消息面上，兴业研究新近指出，2026年上半年，建材行业复苏进程受石油化工产品价格快速上涨影响而显著承压。展望2026下半年，终端价格推涨、供给格局优化、出海业绩兑现是行业企稳复苏的核心主线。该机构建议：(1)关注水泥、平板玻璃等基础建材的产线节能降碳改造业务需求。(2)玻璃纤维行业高端化与内需驱动特征凸显，2026年下半年景气度有望维持高位，重点关注高模、热塑、超细及低介电等高性能玻纤。(3)关注竞争格局较好，拥有较强顺价能力的消费建材板块(如石膏板等)；关注在品牌、产品、渠道等方面构筑核心竞争力的头部消费建材企业。
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