截至2023年末,建材行业平均资产负债率47.9%,同比+0.22pp,有息负债率46.8%,同比+3.3pp, 其中水泥/玻璃/玻纤/其他建材资产负债率分别为46.9%/51.8%/47.5%/48.5%,同比+0.05pp/+0.04pp/+2.65pp/-0.31pp,有息负债率分别为50.8%/61.2%/50.2%/32.7%,同比+3.8pp/+4.6pp/+5.0pp/+0.7pp,水泥、玻璃和玻纤板块带息债务规模提升明显。