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建筑材料 周观点:北京地产政策再优化,中报窗口期优选绩优股
消费建材:北京地产政策再优化。
本周北京针对首套、二套房首付比例以及贷款利率等出台政策再优化,有助于区域市场信心回升,有一定的示范意义;对于地产链而言,Q2 整体需求依旧承压,但结构上来看,零售端好于工程端,今年以来
高能级城市二手房成交量尚可,或是支撑零售端需求稳定的重要因素,Q1 零售端企业表现优于 B 端企业,Q2 或延续此趋势
玻纤:本周粗纱价格稳定,复价后 24Q2 弹性有望显现。本周国内无碱粗纱市场
价格基本稳定,各池窑厂临近月末报价稳定,加之月底回款压力下,短期价格调整意向不大
玻璃:周内国内玻璃市场供需矛盾明显,价格持续下移。根据卓创资讯,本周国
内浮法玻璃均价 1658.99 元/吨,较上周均价(1687.76 元/吨)下跌 28.77 元/吨,跌幅 1.70%,环比跌幅扩大。
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