每經AI快(kuai)訊(xun)，中(zhong)信建(jian)投證券(quan)研報認為(wei)(wei)，從近(jin)期披露的(de)業績(ji)預告來(lai)看(kan)，消(xiao)費(fei)建(jian)材(cai)公司普遍(bian)在(zai)上(shang)(shang)(shang)半(ban)年(nian)(nian)實現(xian)(xian)較高的(de)業績(ji)增長。龍頭消(xiao)費(fei)建(jian)材(cai)公司東方(fang)(fang)雨虹上(shang)(shang)(shang)半(ban)年(nian)(nian)實現(xian)(xian)歸母凈利潤(run)增速(su)為(wei)(wei)35%-45%，三(san)棵樹上(shang)(shang)(shang)半(ban)年(nian)(nian)歸母凈利潤(run)增速(su)213%-244%，東鵬控股(gu)上(shang)(shang)(shang)半(ban)年(nian)(nian)歸母凈利潤(run)增速(su)203%-248%，蒙娜麗莎上(shang)(shang)(shang)半(ban)年(nian)(nian)歸母凈利潤(run)增速(su)134%-147%；另外(wai)堅朗五(wu)金、王力安防等均實現(xian)(xian)業績(ji)扭虧(kui)為(wei)(wei)盈。消(xiao)費(fei)建(jian)材(cai)業績(ji)突(tu)出表(biao)現(xian)(xian)，一方(fang)(fang)面是因為(wei)(wei)各(ge)家在(zai)渠(qu)道優化、品類擴展上(shang)(shang)(shang)的(de)努力開(kai)始在(zai)營收端有所體現(xian)(xian)；另一方(fang)(fang)面則得(de)益于(yu)上(shang)(shang)(shang)游原材(cai)料價格有所松(song)動。展望下半(ban)年(nian)(nian)，消(xiao)費(fei)建(jian)材(cai)類公司仍將受益于(yu)以上(shang)(shang)(shang)兩點(dian)邏(luo)輯(ji)。（一財）