在资本市场上,上游成本上涨往往是产品涨价预期推涨股价的好借口。但这样的好事儿也得分场合,需求旺盛的时候,成本可以向产业链下游转嫁。需求不旺的时候,就只能自己扛着消化了。建材行业的内需,上期专稿已做过大致描述,本人并不像某些业内人士那样盲目乐观。至于外需,很大程度上要看人民币升值升到哪一步与出口产品退税退到哪一步的脸色了。就目前看得到的大环境而言,市场是不确定的,但成本恐怕是有增无减! In capital markets, rising upstream costs are often good excuses for product price increases that are expected to push up stock prices. But such a good thing also scored occasions, demand is strong, the cost can be passed down the downstream industry chain. When the demand is not flourishing, it can only be carried and digested. Domestic demand in the building materials industry, the previous period Zhuangao has done a rough description, I am not as optimistic as some people in the industry blindly. As for the external demand, it depends to a large extent on the point at which step the appreciation of the renminbi has risen and the step on how to refund the export tax rebate. The current market environment is concerned, the market is uncertain, but the cost is probably increasing!