推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 央行、住建部和銀監(jiān)會(huì)30日聯(lián)合下發(fā)通知，對(duì)擁有一套住房且相應(yīng)購(gòu)房貸款未結(jié)清的居民家庭購(gòu)二套房，最低首付款比例調(diào)整為不低于40%，同時(shí)公積金首套房、二套房首付比例分別調(diào)整為20%和30%。
地產(chǎn)政策放松對(duì)建材板塊利好基建和地產(chǎn)，是水泥板塊下游需求重要的組成部分。此次房地產(chǎn)刺激政策出臺(tái)，超市場(chǎng)預(yù)期，而政策出臺(tái)之后，從地產(chǎn)基本面角度看，有望沿著“刺激銷售企穩(wěn)回升——庫(kù)存下降——拿地增加——開工增加——投資增加”的路徑初步傳導(dǎo)，無(wú)論最終傳導(dǎo)是強(qiáng)還是弱，相對(duì)此前未有政策刺激，改善是肯定的。而去年二季度以來(lái)拖累水泥需求的最大負(fù)面因素就是地產(chǎn)投資的超預(yù)期下滑，因此此次刺激政策的出臺(tái)，無(wú)論緩解還是改善，均對(duì)水泥來(lái)說是個(gè)利好。
房地產(chǎn)和基建一直是驅(qū)動(dòng)整個(gè)水泥需求的兩大核心因素，而地產(chǎn)的作用比基建甚至還大一些，而這次房地產(chǎn)政策的調(diào)整，其實(shí)是打消了這個(gè)疑慮，就相當(dāng)于是在前面的預(yù)期基礎(chǔ)之上再疊加一個(gè)新的改善的預(yù)期，所以二季度的整個(gè)水泥板塊的漲幅是在原有的基礎(chǔ)之上可以更看高一線的。再加上，從去年三季度整個(gè)行情表現(xiàn)上看，建材相對(duì)于其他中游兄弟版塊，比如鋼鐵，機(jī)械，漲幅遜色許多，因此至少還有一個(gè)補(bǔ)漲的需求。
