建筑装饰行业观察：四川路桥区域扩张；汉嘉设计周涨幅领先

金融界2025-03-05

在基建投资持续发力的背景下，建筑装饰行业展现出结构性增长特征。四川路桥（600039）凭借区域基建龙头地位及“投建一体”模式加速布局，而汉嘉设计（300746）则以32.74%的周涨幅领跑行业个股，反映出市场对细分领域的高度关注。区域基建龙头深化布局区域需求强劲，财政支撑稳健四川路桥作为四川省交通基建核心企业，深度受益于区域基建高景气度。2016-2023年，四川省公路固定资产投资年均复合增长达...

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