天風證券:消費建材板塊短期關注困境反轉品種,中長期堅守優質龍頭
天風證券表示,上半年地產政策頻頻發力,新房銷售降幅有望逐步收窄,而二手房銷售佔比持續提升,存量改造對於行業的帶動作用將逐步體現。短期來看,消費建材板塊仍有望繼續演繹政策催化下的估值修復行情,而前期跌幅大、當前估值水平較低的公司或具備更大的彈性。中長期來看,具備品牌、渠道、品類優勢的龍頭公司競爭力持續提升,業績成長性仍然值得期待。
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