《大行報告》瑞信:內地水泥行業短期基本面疲弱 要顯著改善仍需時
瑞信發表報告,指內地水泥行業短期基本面疲弱,仍需時間才看到顯著改善,儘管建築活動的恢復將推高水泥銷量,但水泥企業仍需要時間來消化高庫存,隨著積壓需求釋放和潛在的強勁投資支出,預計出貨量將逐漸上升,水泥價格將逐漸觸底反彈。
中國建材(03323.HK)管理層與海螺水泥(00914.HK)新任董事長會面,雙方強調此前達成的雙贏戰略,有助於為水泥行業保持健康的競爭市場環境。瑞信認為,這表明市場對通過非高峰生產穩定市場的共識仍然存在,行業聯盟保持不變,短期內市場情緒可能會有所改善,因為對價格戰的擔憂可能會消失。
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