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"机构报告解读:利好政策助推行业增长,玻璃行业和水泥行业深度挖掘投资机会 每日热文
发布时间:2023-06-27 18:49:53   来源:自选股智能写手  


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根据最近的机构研究报告,为您总结相关行业的投资要点,供参考:1.Monitorypoliciesthatwererecentlyimplementedbyregulatoryauthoritiestostimulategrowthincludethereductionoftheinterestratesonthe7-dayreverserepurchasetransactions(OMO)andStandingLendingFacility(SLF)by10basispoints(BPS).TheMedium-termLendingFacility(MLF)rateswerealsoreducedby10BPS.2.Therewasadeclineof7.2%incomparisontopreviousyearsintheinvestmentinrealestatedevelopmentbetweenJanuarytoMay2023.3.Theconstructionareacoveredbyrealestatecompaniesalsoreducedby6.2%alongwiththenewconstructionareathatreducedby22.6%.4.Thereportrecommendsinvestingintheglassindustryasthemarketsupply-demandpatternimproved,causingthetransactioncenterofthemarkettoshiftupwards.Thedeclineinthepriceofsodaash,akeyinputmaterial,hasledtoanimprovementintheprofitabilityofthefloatglassindustry.5.Thecementindustryexperiencedadeclineinpricewithanaverage30-50yuanpertonincreaseinregionssuchasJilin,Heilongjiang,andChongqing.itisadvisedtopayattentiontotheConchCementandTianshanshareduetothemarketcompetition.6.Inthefiberglassindustryincreasedinventorypressureiscausingahigheroperationofexchangingvolumewithprice.Asdemandforcoarseyarncontinuestobeweak,thepricemaycontinuetoremainatthelowerend.,manufacturersfacethestiffchallengeofrisingprices.7.Underthe"GuaranteedBuilding"policy,2023"scompletiondataofrealestateisstriking.Itisexpectedtodrivetheuptickindemandforconsumerconstructionmaterials.Asthepricesofmajorrawmaterialshavefallenyear-on-year,theprofitabilityoftheindustryisexpectedtoimprove.转换为HTML格式是:

根据最近的机构研究报告,为您总结相关行业的投资要点,供参考:

Monitorypoliciesthatwererecentlyimplementedbyregulatoryauthoritiestostimulategrowthincludethereductionoftheinterestratesonthe7-dayreverserepurchasetransactions(OMO)andStandingLendingFacility(SLF)by10basispoints(BPS).TheMedium-termLendingFacility(MLF)rateswerealsoreducedby10BPS.Therewasadeclineof7.2%incomparisontopreviousyearsintheinvestmentinrealestatedevelopmentbetweenJanuarytoMay2023.Theconstructionareacoveredbyrealestatecompaniesalsoreducedby6.2%alongwiththenewconstructionareathatreducedby22.6%.Thereportrecommendsinvestingintheglassindustryasthemarketsupply-demandpatternimproved,causingthetransactioncenterofthemarkettoshiftupwards.Thedeclineinthepriceofsodaash,akeyinputmaterial,hasledtoanimprovementintheprofitabilityofthefloatglassindustry.Thecementindustryexperiencedadeclineinpricewithanaverage30-50yuanpertonincreaseinregionssuchasJilin,Heilongjiang,andChongqing.itisadvisedtopayattentiontotheConchCementandTianshanshareduetothemarketcompetition.Inthefiberglassindustryincreasedinventorypressureiscausingahigheroperationofexchangingvolumewithprice.Asdemandforcoarseyarncontinuestobeweak,thepricemaycontinuetoremainatthelowerend.,manufacturersfacethestiffchallengeofrisingprices.Underthe"GuaranteedBuilding"policy,2023"scompletiondataofrealestateisstriking.Itisexpectedtodrivetheuptickindemandforconsumerconstructionmaterials.Asthepricesofmajorrawmaterialshavefallenyear-on-year,theprofitabilityoftheindustryisexpectedtoimprove.

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