天风证券：建筑建材细分赛道高成长 价值品种迎来发展新阶段

中国地震台网正式测定：11月21日08时04分在新疆和田地区皮山县（北纬37.67度，东经77.87度）发生3.3级地震，震源深度20千米。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/408/w690h518/20221121/a3ba-c62cbd0a8e20d4fa902f3ca11060d28c.jpg"]},"commentid":"live:finance-152-2873358:0","compere_id":0,"creator":"liyuan20@staff.sina.com.cn","mender":"liyuan20@staff.sina.com.cn","create_time":"2022-11-21 08:12:08","update_time":"2022-11-21 08:12:08","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"新疆"}","old_live_cid":"0","tab":"","tag":[{"id":"8","name":"其他"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2873357,"zhibo_id":152,"type":0,"rich_text":"【天风证券：建筑建材细分赛道高成长 价值品种迎来发展新阶段】天风证券最新研报认为，考虑到2023年传统基建龙头或在高基数基础上增长动能有所回落，建议重点关注能源基建、专业工程等实际下游需求较好，细分板块景气度偏高的子行业，而涉房融资新规利好低估值板块整体修复，其中建议沿三主线寻找投资标的：受益需求回暖以及高端制造趋势，重视专业工程景气回升；“建筑+”基本面持续兑现，产业链延伸趋势加强；重点关注基建结构性机会，央国企业绩释放动能增强。