地產迎史詩級利好刺激上游裝修建材板塊走強 東方雨虹(002271.SZ)漲近6%
格隆匯11月29日丨A股市場裝修建材股集體走強,悦心健康漲停,蒙娜麗莎逼近漲停,東方雨虹、科順股份漲近6%,北新建材漲超3%。消息面上,地產迎史詩級利好,證監會重啟房企配套融資,允許房企重組上市。中信證券稱,政策落地有望有效改善優質房企資產負債表,防範風險蔓延,對上游建築/建材企業而言,一方面其應收賬款壞賬風險得到釋放,另一方面由於政策有利於提振房企拿地、開發信心,承壓偏弱的建築建材需求端有望迎來拐點。該行認為,基本面“內功”紮實,估值仍在低位的建築央企,以及基本面已經觸底,具備市佔率提升及多品類業務拓展空間的建材龍頭,配置價值已經凸顯。

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