广发证券：建材业供需持续发生积极变化把握板块底部配置机会

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智通财经APP获悉，广发证券发布研报称，消费建材行业Q3景气继续下行，龙头公司收入和利润率先改善。水泥行业在去年低基数下，25H1盈利同比大幅改善，Q3盈利环比下滑、但同比接近持平，体现出龙头公司经营韧性。玻璃行业Q3整体亏损，静待下游需求恢复。玻纤2025年结构性复价，叠加高端电子布放量，Q1/Q2企业吨净利逐季改善、Q3淡季环比小幅下降，具备成本和产品结构优势的龙头公司盈利弹性更大。行业盈利、...

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广发证券：建材业供需持续发生积极变化 把握板块底部配置机会

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广发证券：建材业供需持续发生积极变化把握板块底部配置机会