中国建材:航母级建材央企龙头 大手笔回购彰显发展信心

天风证券
14 Feb

中国建材:大型建材央企龙头,回购彰显发展信心中国建材系国资委直接管理的中央企业,旗下资产主要分为基础建材、新材料、工程服务三大分部,当前水泥、商混、石膏板、玻璃纤维、风电叶片、水泥玻璃工程技术服务等7 项业务规模居世界第一,拥有13 家上市公司,其中境外上市公司2家。公司历经两轮周期波动,22 年至今业绩始终承压。我们预计24-25 年资本开支有望继续回落,财务费用或将持续压减,利润有望进一步增厚...

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