目前水泥行业已经步入全年第一个阶段性旺季,且5月份后旺季特征将愈发明显。另外,新疆区域振兴、固定资产投资的居高不下,以及行业的估值水平较低,使得水泥板块具备良好的安全边际。 At present, the cement industry has entered the first phase of the whole year, and the characteristics of the peak season will become more obvious after May. In addition, the revitalization of the region in Xinjiang, the high investment in fixed assets, as well as the industry’s low valuation, making the cement sector have a good margin of safety.