“2014年,预计水泥的新增产能(算上淘汰落后产能),增速在1.5%左右;需求即使放缓,也有7.2%,供需会进一步改善。”瑞银建筑材料行业分析师密叶舟1月14日在上海表示,“历史上,2011年水泥行业盈利最高,大概1000亿元出头,2014年可能回到这个水平,背后的大预期就是去产能。”有趣的是,2013年,水泥行业首次出现煤炭价格下跌、水泥价格上涨的情形。“也就是说,最主要的成本端在下降,利润率明显上升。”去年整个水泥行业的盈利是800亿元。密叶舟认为,这主要得益于产能增长得到限制,经过整 “In 2014, the cement production capacity (counting out backward production capacity) is expected to grow at about 1.5%; even if the demand slows down, there will be 7.2%, supply and demand will further improve.” “UBS analyst at Industry Building Materials Ye Zhou January 14 in Shanghai, said, ”Historically, the cement industry in 2011 profits highest, about 100 billion yuan in the early 2014 may return to this level, the big prediction behind is to go to production.“ Interestingly, In 2013, the cement industry saw for the first time a drop in coal prices and a rise in cement prices. ”That is to say, the most important cost is on the decline, and the profit margin has obviously risen.“ ”Last year, the entire cement industry recorded a profit of 80 billion yuan. Micro-leaf boat that, mainly due to capacity growth constraints, after the whole