Building materials industry: cement prices are mixed

[Summary of the research report of the building materials industry]

Week view:

Cement prices have been mixed this week, with more areas in the southwest and prices falling in the north central.

In the gradual coming of the off-season, the price of a better supply and demand area is better than expected is a high probability event.

Regional capacity control and demand benefit infrastructure are the main drivers. We recommend infrastructure-related cement stocks such as Sichuan Shuangma, Conch Cement, Qilian Mountain and China Fiberglass, as well as Beixin Building Materials with relatively stable growth.

Market dynamics

This week, the Shanghai and Shenzhen 300 Index fell 2.8%, the Shenwan Building Materials Index fell 2.7%, and the sector performed slightly better than the Shanghai and Shenzhen 300.

[Cement]: The average price of cement in the country has remained unchanged this week, with a month-on-month increase of 0.45%. The price increase areas mainly include Beijing, Chongqing and Guizhou. The prices in different regions are raised by RMB 10-30/ton; the areas where prices have fallen are Shanxi, Shandong and Henan, with a slight decline of RMB 10-20/ton. In terms of inventory, the storage capacity in the southwestern region declined slightly, while in other regions it increased slightly.

[Glass]: The average price of float glass fell to the top this week. The price of glass has ended a continuous rise in two months, and the overall peak has fallen. The price of photovoltaic glass has fallen steadily.

[glass fiber]: This week, the market of glass fiber roving is stable, and the inventory is maintained at a normal level. In terms of glass fiber yarn, the price of the south is much lower.

Industry news this week

[Cement Industry] The denitration standard for cement industry is expected to release a strategic partnership between China Building Materials and Italian Cement in the first half of next year.

[Related News] The Ministry of Railways tentatively plans to invest 530 billion yuan in national railway infrastructure investment in 2013. Hu Jintao clearly stated in the report of the 18th National Congress to accelerate the construction of water conservancy

The company announced that Anhui Conch Cement has issued a 6 billion yuan corporate bond country glass fiber to the medium alkali glass fiber kiln drawing production line for technical transformation of Jiangxi Cement non-public offering new shares announcement

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