推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 3月15日統(tǒng)計(jì)局發(fā)布的國(guó)民經(jīng)濟(jì)運(yùn)行數(shù)據(jù)顯示，2017年1-2月全國(guó)水泥產(chǎn)量2.4億噸，同比微降0.4%；水泥均價(jià)315元/噸，同比大增32%。
從水泥供給端來(lái)看，今年以來(lái)，環(huán)保治理強(qiáng)度增強(qiáng)，水泥行業(yè)錯(cuò)峰限產(chǎn)天數(shù)和范圍增加，京津冀及周邊地區(qū)錯(cuò)峰限產(chǎn)基本要到3月中旬結(jié)束，但由于環(huán)保壓力持續(xù)，預(yù)計(jì)水泥產(chǎn)能無(wú)法得到充分釋放。
需求端亦表現(xiàn)良好，主要受益于下游房地產(chǎn)和基建投資高度景氣。2017年1-2月，房地產(chǎn)開(kāi)發(fā)投資、基建投資分別同比增長(zhǎng)8.9%和21.3%，均超預(yù)期。作為水泥需求前瞻指標(biāo)的房屋新開(kāi)工面積增速也提升明顯。此外，在地產(chǎn)銷售增速持續(xù)高于投資增速的背景下，使得房地產(chǎn)開(kāi)發(fā)商后續(xù)還存在補(bǔ)庫(kù)存需求。目前全國(guó)水泥庫(kù)容比為59.3%，處于歷史低位，顯示出后市價(jià)格還有上升的空間。
上海證券通認(rèn)為，伴隨著水泥行業(yè)供給側(cè)結(jié)構(gòu)性改革推進(jìn)以及需求向好，2016年水泥行業(yè)盈利能力已明顯增強(qiáng)，預(yù)計(jì)未來(lái)將持續(xù)受益。在行業(yè)內(nèi)11家已披露年報(bào)業(yè)績(jī)預(yù)告的公司中，有7家公司有望實(shí)現(xiàn)業(yè)績(jī)翻番或扭虧，而其余4家公司均有望在本期實(shí)現(xiàn)業(yè)績(jī)扭虧。
