多地水泥价格止跌回涨

CICC:Thecementpricecenterisexpectedtomoveupward.Wejudgethatasrealestatestopsfallingandstabilizesnextyear,thecurrentimpairmentriskofconsumerbuildingmaterialshasbeengreatlyalleviated,andasthelargeB-endbusinessnolongerlosesblood,thefuturegrowthofretailendswillbeinthefuture. themanifestationOntherePortwillGradallyBecomeClear。 lookeAheadto2025，thecurrentpricesofthecementsectorareatLowlevels，andThusupplyConstraintspolichaintspolicySpromisingIntheFuture.withThereCoveryOfdataAtthestThestArtofConstructionNextructionNextyear，thecement-ectement-precenterrisexpectectectectectectectectectectectectectectectedTomoverupward。

Reviewofkeypointsofbuildingmaterialsandnewmaterials:half-yeardimension,ninehighlights,MinshengSecuritiesrecentlyreleasedthe2024medium-terminvestmentstrategyforthenewbuildingmaterialsindustry:half-yeardimension,ninehighlights. theFollowIsasummaryoftheresearchReport：水泥：花季节，以及theeasherwithriseandstopfalling，andThepeakseasonPriceExpectationsareGradallyFormallyFormed>ewpressureonthesupplyendissmallerthanthanthanthathatatatoffiberglass。 theSharpDeclineIndemandAndCentratedProductionLinesLinesHaveIncredine，并进行了theTradictionBetweensuensuensuplyandDemandimnoctimonnine，以及TheSupplyandDemandDemandDemandDemandSpressureinthepearlrriverdelta>yangtzeriverdelta。 ②Firsthalfoftheyear...

≥ω≤

HongKongStockConceptTracking|ActiveRealEstateMarketTransactionInstitutionspaycloseattentiontocementsupply-sidereform(Attachment...Recently,therealestatemarkettransactionshavebeengreatlyactive,whichhasbenefitedalotfromtheupstreamanddownstreamoftheindustrialchain.Thecurrentdomesticcementpriceindexhasrisencomparedwiththesameperiodlastyear.20%,manylargedomesticsteelmillshaveraisedsignificantly...Itisexpectedtofurtherpromotetherealestatemarkettostopfallingandstabilize.Atpresent,theoverallbuildingmaterialssectorisstillinthestageofslowrecoveryatthebottom,andvaluationandholdingsarealsoatalowlevel.Short-termpoliciesareexpectedtocontinuetoimplementBringingvaluationrepair.Machine...

hongkongstocksaremovingabnormally|MostcoalstocksrosehigherChinaqinfa（00866）Rosenearly13％.coalPricesMaystopfallingandStabilized.lastStabilized.lastweek。Adropof3.12％。 Pricesstoppedfallingandstabilizedtromthursday。 kaiyuansecuritionsedoutthatascementandsteelmilloperatingratescontinuetorise，andSteelInVentoryTurnStoatOaturnaround（2.78％的月份月度月份），SpotpricesareexpreceSareexpectedTogratectedTograteTageTogrAdallyallyallyallyallystabilize。 cindasecuritesbelievesthatitiscriscranceintheearlystageofanewroundofupwardcleclecleccleofthecoalecolonsonomy，withfundamentals...

HongKongstocksmove|MostcoalstocksrisehigherChinaQinfa(00866)rosenearly13%.Coalpricesmaystopfallingandstabilized.Lastweek,thepriceofthermalcoalQ5500inQinhuangdaoPortfellto838yuan/ton,down27yuan/tonmonth-on-month,adropof3.12%. Pricesstoppedfallingandstabilizedtromthursday。 kaiyuansecuritionsedoutthatascementandsteelmilloperatingratescontinuetorise，andSteelInVentoryTurnStoatOaturnaround（2.78％的月份月度月份），SpotpricesareexpreceSareexpectedTogratectedTograteTageTogrAdallyallyallyallyallystabilize。 cindasecuritesbelievesthatitiscriscranceintheearlystageofanewroundofupwardcleclecleccleofthecoalecolonsonomy，withfundamentals...