每經(jing)AI快(kuai)訊，銀河證(zheng)券指出(chu)，4月消費建(jian)(jian)材(cai)(cai)零售額繼續(xu)下降，消費建(jian)(jian)材(cai)(cai)采購(gou)與(yu)地(di)產(chan)(chan)竣(jun)工存(cun)在(zai)一定時間滯后(hou)性，目前地(di)產(chan)(chan)竣(jun)工底部回(hui)升趨勢(shi)確定，預計將帶(dai)動后(hou)續(xu)消費建(jian)(jian)材(cai)(cai)需求恢復。房企(qi)(qi)融(rong)資(zi)渠道拓寬有利于緩解(jie)(jie)房企(qi)(qi)資(zi)金壓力，同時緩解(jie)(jie)建(jian)(jian)筑材(cai)(cai)料供(gong)應商回(hui)款壓力。4月1日起防水新規實施，利好防水龍(long)頭企(qi)(qi)業。建(jian)(jian)議(yi)關(guan)注消費建(jian)(jian)材(cai)(cai)龍(long)頭企(qi)(qi)業。