建筑材料行业研究周报：重视反内卷推动下传统板块投资机会继续推荐电子布高景气品种

天风证券2025-09-14

行情回顾本周（20250908-20250912）沪深300 涨1.38%，建材（中信）涨2.13%，建材子板块中除陶瓷外其他子板块均取得正收益，其中玻璃纤维板块涨幅最大。个股中，友邦吊顶（+16.4%）、华新水泥（+11.5%）、鲁阳节能（+11.3%）、北京利尔（+10.4%）、耀皮玻璃（+9.2%）涨幅居前。水泥价格迎来推涨，持续推荐玻纤电子布投资链条本周建材（中信）上涨2.13%，...

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建筑材料行业研究周报：重视反内卷推动下传统板块投资机会 继续推荐电子布高景气品种

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建筑材料行业研究周报：重视反内卷推动下传统板块投资机会继续推荐电子布高景气品种