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2 2 ✓ 在春节假期后至3月中旬的1-1.5个月时间内， 基建开工链条存在稳定规律的强季节效应 机会。包括：工程咨询服务、环保设备、 专业工程、环境治理、非金属材料、水泥、 通用设备、金属新材料。 消费者信心依旧尚未明显修复，就业信心再度下滑 8 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------|-----------------|---------|---------|---------|---------|-------|---------|-------|---------|---------|-------------------- ...