金吾财讯 | 水泥股走势偏软，西部水泥(02233)跌6.25%，华新建材(06655)跌5.23%，海螺水泥(00914)跌2.47%，华润建材科技(01313)跌0.97%。东莞证券表示，建材行业当前呈现“总量承压、结构分化”的特征。传统建材（如水泥、玻璃）基本面处于筑底阶段，而随着“反内卷”政策持续，供给结构优化将加速到来；叠加《城市更新“十五五”规划》的实施及房地产市场回暖将带动需求改善及价格修复。新兴赛道（特种玻纤等）景气度持续上行，未来产品需求及价格进一步提升可期，将带动企业盈利实现高增长。装修建材中，首先提价的产品，企业报表质量将优先修复；未来提价扩展至更多品类，行业整体走出周期底部值得期待。
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