建材水泥股普升山水水泥涨4.23% 机构料企业出海同时进入布局加速期与初步收获期

金吾资讯2025-11-20

金吾财讯 | 建材水泥股普升，山水水泥(00691)涨4.23%，海螺水泥(00914)涨2.46%，中国建材(03323)涨2.24%，金隅集团(02009)涨1.25%，华润建材科技(01313)涨0.61%。申万研究认为，展望2026年，建材企业出海同时进入布局加速期与初步收获期，中国企业在新兴市场的市场竞争力进一步巩固；过去4年进行渠道结构、产品结构、销售结构深度调整的优势公司将进一步受益...

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建材水泥股普升 山水水泥涨4.23% 机构料企业出海同时进入布局加速期与初步收获期

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建材水泥股普升山水水泥涨4.23% 机构料企业出海同时进入布局加速期与初步收获期