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建筑材料行业周报：推荐再升科技 续看好水泥估值修复 _ 东方财富网

建筑材料行业周报：推荐再升科技 续看好水泥估值修复 _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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建筑材料行业周报：价格继续上行 看好水泥板块估值持续修复 _ 东方财富网

建筑材料行业周报：价格继续上行 看好水泥板块估值持续修复 _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

Yangtze riverChina generalJin jiOffice historyGroup mona lisaBin groupLibrary orOffice history centralMonday buildingPrice ultraRegion price startChina boulderNew startKennedy longKay londonWei star new

建筑材料行业周报：继续推荐玻璃板块 建议关注低位水泥板块 _ 东方财富网

　　【周观点】 　　大宗品类方面，短期基建需求持续承压，而地产链条尤其是后端需求仍有韧性，虽然当前市场对后续需求预期较为悲观，但若基于需求平稳或窄幅波动的假设，中期行业供需紧平衡难以打破，玻璃等子行业盈利中枢的提升具备持续性，低库存背景下旺季景气有望超预期，近期行业龙头中国巨石和旗滨集团发布中报业绩预增公告，业绩高增验证此前判断，继续推荐玻璃板块，建议关注低位的水泥板块。 　　1)玻璃板块：(1)我们认为在低库位和终端较强刚需支撑下，随着下游逐步补库，短期价格有望小幅上行。近期局部市场价格开始回升，反映厂商库存水位仍然较低以及社会库存补货心态积极，我们判断短期玻璃价格或将高位震荡，大规模提价有待下游需求恢复的催化。(2)中期供给增量对库存边际压力小，市场信心强，下半年�

Yangtze riverChina generalJin jiGroup mona lisaBin groupLibrary orOffice history centralMonday buildingChina boulderDaily newsMarket price startEast marketYangtze river basinNew aspectNew startKennedy long

7月19日晚间重要行业研究汇总(附股) _ 东方财富网

7月19日晚间重要行业研究汇总(附股) _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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7月19日晚间重要行业研究汇总(附股)_市场测评_市场_中金在线

7月19日晚间重要行业研究汇总(附股)_市场测评_市场_中金在线
cnfol.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from cnfol.com Daily Mail and Mail on Sunday newspapers.

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