工业／基础材料行业周报(第六周)：兼顾电子布涨价弹性与传统稳投资

华泰证券02-09

本周观点：电子布提价落地，兼顾新兴科技与传统顺周期上周国常会再次指出促进有效投资对于稳定经济增长、增强发展后劲具有重要作用，提升26Q1 投资稳增长预期，北方地区补齐防洪排涝抗灾基础设施短板有望迎政策催化，防水及工程管材有望受益。上周玻纤电子布再度提价，7628 电子布提价0.5 元/米以上，幅度和时点均超市场预期，体现出高端电子布景气“下沉”向普通电子布传导的特征。此外，我们继续看好商业航天中...

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