行业报告丨行业研究周报天风证券TF SECURITIES■点标的推荐投资EPS(元)P/E名称2023-06-302022A2023E2024E2025E2022A2023E2024E2025E601668.SH中国建筑5.74买入1211.361.491.674.744.22344601390.SH中国中铁7.58买入1261.431621.816.025.304.684.19601800.SH中国交建10.91买入1.181311.451.609.258.337.52682601186.SH中国铁建985买入1.962202.452.755.034.023.58601669.SH中国电建5.74买入0.660.770.911.078.707.456.31536601117.SH中国化学828买入0.891.031211.449.308.045.75601868.SH中国能建234买入0.190.260.30123210.649.00780600039.SH四川路桥981买入1802.252.813.525.453.492.79002541.SZ鸿路钢构2881买入1.692172.803.5217.0513.2810.298.18605167.SH利柏特9.68买入0310.510.690.96312318.9814.0310.08603357.SH设计总院10.50买入0.951.101.261.4211.059.558.33739301058.SZ中粮科工13.95买入0330.560.750.9942.2724.9118.6014.09300982.SZ苏文电能60.56买入1492803.574.4540.6421.6316.9613.61603018.SH华设集团8.75买入1.001141.321.558.757.686.635.65000498.SZ山东路桥6.42买入1.601.732.132.454.013.713.012.62002469.SZ三维化学6.15买入0.420.660.841.0814.649.327.325.69资料来源：Wnd,天风证券研究所，注：PE-收盘价EPS,PS均为团队值。注：苏文电能系与环保公用团队联合覆盖。中科工系与中小市值和农业组联合覆盖内容目录1.本周专题：置视新区域基建量气回升2.行情回顾33.投资建议44.风险提示5图表目录图1：年产超1亿吨原煤以上的省份情况（亿吨）图2：中信建筑三级子行业本周(0626-0630)张跌幅（总市值加权平均）图3：建筑个股涨幅前五图4：代表性央企&国企涨跌幅4请务必阅读正文之后的信息披露和免责申明