中金：消费建材价格有望温和修复玻璃业盈利受压

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智通财经APP获悉，中金发布研报称，消费建材行业价格有望温和修复，部分板块龙头毛利率或边际改善。近期龙头企业相继发布涨价函，如防水、石膏板、市政渠道等细分领域。判断提价基础包括供给优化; 上游原材料多为化工品，年初以来价格中枢上移，包括PVC、乳液等。该行看好行业复价趋势下，龙头企业盈利边际修复。建议关注东方雨虹(002271.SZ)、三棵树(603737.SH)、北新建材(000786.SZ)、...

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中金：消费建材价格有望温和修复 玻璃业盈利受压

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中金：消费建材价格有望温和修复玻璃业盈利受压