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国泰君安:消费建材超预期在龙头 大宗夯实盈利底

Guotai Junan: Consumption of building materials exceeds expectations and consolidates profit bottom in leading companies

Breakings ·  May 13 07:36
Guotai Junan released a research report saying that the quarterly report of the building materials industry exceeded expectations and focused on leading companies, and shareholder returns from many enterprises began to increase significantly. The retail boom in consumer building materials is high, increasing shareholder returns; the cement sector is rapidly finding a bottom in volume and price; short-term supply-side leaders are driving price recovery; the long-term focus is on carbon trading and integration; price increases at the bottom of the glass fiber industry solidify the bottom, and the glass sector focuses on leading order acceptance advantages and further processing expansion.

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