建筑建材行业2025年中期投资策略：重视供给端积极变化，重点关注玻纤行业

西南证券2025-08-04

（以下内容从西南证券《建筑建材行业2025年中期投资策略：重视供给端积极变化，重点关注玻纤行业》研报附件原文摘录）核心观点行业观点：需求端有望在宽松的宏观政策刺激下企稳回暖，供给端主动而为更值得关注。水泥行业积极实施行业自律和错峰生产等反内卷举措，叠加超产限制、碳排放指标收紧等举措，供给端去化加快；玻纤行业需求持续向好，热塑/风电类玻纤产品分别提价10%-15%/15%-20%，提价成效显著，业绩...

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