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银河证券:消费建材板块有望迎来业绩及估值双修复

Galaxy Securities: The consumer building materials sector is expected to usher in both performance and valuation recovery

Breakings ·  May 22 09:05
According to the Galaxy Securities Research Report, the real estate policy simultaneously works to absorb the inventory of housing enterprises from both the supply and demand sides. As the policy continues to strengthen, the digestion of real estate stock will directly drive the increase in demand for consumer building materials. The consumer building materials sector is expected to experience both performance and valuation recovery. It is recommended that leading companies in the industry that have continued to sink channels in recent years and have prominent retail businesses.

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