行业评级推荐（维持）行业投资策略报告建筑材料报告日期证券研究报告相关研究20250909需求结构性景气，细分板块走出估值底部2025.04.21Q1-建材行业2025半年报总结-2025.05.11-2025.04.27投资要点：-2025H125H12025101.6820252011.33%20222025H1分析师：季贤东⚫202562025H1S0190522100003P.O42.5357.7/9.32%2025jixiandong@xyzq.com.cn5.78.154.3%1796.03-5.37%42.86+904.13%⚫202530.34%202562025H11279.37/72.70%220.608270.464.50%202518.13%5.27+⚫7.68%2025H1727.6137.0031.09%2025H145.3028.17%⚫Q225H14.06/2400tex3735.25/18.52%25H120.92%11.64%25127.00%311.0425+32.9125⚫+C⚫请阅读最后评级说明和重要声明1/26免责申明：行业报告资源群1.本资料来源于网络公开渠1.进群福利：进群即领万份行业研究、管...