工业／基础材料行业周报(第四十六周)：短期涨价与远期博弈震荡共存

华泰证券11-17

本周观点：短期基本面平淡，关注提价、新技术与远期空间据国家统计局， 25 年1-10 月基建/ 地产/ 制造业投资累计同比-0.1%/-14.7%/+2.7%，较1-9 月增速-1.2/-0.8/-1.3pct，投资需求继续承压，板块基本面仍然平淡，但国常会再提促消费稳投资，政策端积极因素继续显现。短期市场对钙钛矿、资产重组等相关新技术和主题关注度高，基本面关联度高的集中在储能产业链涨价中有望受益...

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