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随着今年供给侧结构性改革的深入,以及基建和房地产投资加大,建材行业景气度也随之出现回暖。特别是今年楼市的销售良好,无疑对上游水泥、玻璃行业影响重大。随着“金九银十”楼市销售旺季的来临,预期建材板块上市公司将进一步受益。水泥价格受楼市景气度影响明显今年以来,房地产行业销售良好。今年8月份,中国指数研究院发布的百城住宅均价指数显示,自去年5月份开
With the deepening of structural reforms on the supply side this year and the increase in capital construction and real estate investment, the prosperity of the building materials industry also picked up. In particular, the property market this year, sales of good, no doubt the upstream cement, glass industry significant impact. With the arrival of the “Golden Nine Silver Ten” property sales season, it is expected that listed companies in building materials sector will further benefit. Cement prices have been significantly affected by the property boom This year, the real estate industry sales were good. In August of this year, the average price index of 100 cities in China released by China Index Research Institute shows that since last May