建材行业策略周报：地产政策持续演绎，产业链估值修复中

行业投资策略周报/证券研究报告 | --- | --- | --- | --- | --- | --- | |--------------------------|-------|-----------|-----------|-------|--------------------------------------------------| | | | | | | | | 图17.电子纱价格（元/吨） | | | | | 图18.玻纤库存（万吨） | | 18,000 | | | | | | | | | | | 100 | | | 16,000 | | | | 90 | | | 14,000 | | | | 80 70 | | | 12,000 | | | | 50 | | | 10,000 | | | | 40 30 | | | 8,000 | | | | 20 | | | 6,000 | | | | 10 0 | | | 4,000 2017 | 2018 | 2019 2020 | 2021 2022 | 2024 | 学习军军军军军军军军军军军军军军军军军军军军军军 | 数据来源：中创、财通证券研 ...