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 本周(5月11日-5月13日，下同)全國(guó)水泥市場(chǎng)價(jià)格288元/噸,較上周環(huán)比下降0.9%。高標(biāo)號(hào)水泥價(jià)格大部分城市保持不變,合肥地區(qū)高標(biāo)號(hào)水泥環(huán)比下跌35元/噸,杭州地區(qū)高標(biāo)號(hào)水泥環(huán)比下跌15元/噸,重慶地區(qū)高標(biāo)號(hào)水泥價(jià)格環(huán)比下跌20元/噸,廣州地區(qū)高標(biāo)號(hào)水泥環(huán)比下跌20元/噸,新疆地區(qū)高標(biāo)號(hào)水泥價(jià)格環(huán)比上升40元/噸。低標(biāo)號(hào)水泥價(jià)格為269元/噸,與上周持平,其中杭州地區(qū)低標(biāo)號(hào)水泥價(jià)格環(huán)比下降20元/噸,合肥地區(qū)低標(biāo)號(hào)水泥價(jià)格環(huán)比降低20元/噸,廣州地區(qū)低標(biāo)號(hào)水泥價(jià)格環(huán)比降低25元/噸,新疆地區(qū)高標(biāo)號(hào)水泥價(jià)格環(huán)比上升40元/噸。全國(guó)磨機(jī)開(kāi)工率上升1%至57%,水泥庫(kù)存73.1%,下降0.1%。全國(guó)水泥煤炭?jī)r(jià)差288元/噸,較上周上升70元/噸。
本周華東地區(qū)水泥價(jià)格繼續(xù)下滑,華北地區(qū)水泥保持平穩(wěn)。全國(guó)市場(chǎng)價(jià)格下跌區(qū)域集中在華東和中南,預(yù)計(jì)月中廣東、江西和浙江局部小區(qū)域價(jià)格會(huì)有適當(dāng)上調(diào)。上漲地區(qū)仍在西北的局部市場(chǎng),新疆通過(guò)行業(yè)自律大幅拉漲40元/噸。隨著《京津冀協(xié)同發(fā)展規(guī)劃綱要》出臺(tái),在交通一體化、大氣污染治理方面率先突破,受益環(huán)保推進(jìn)特別是霧霾治理,供給端進(jìn)一步收縮,整體來(lái)看供需改善可期。15年“一帶一路”或?qū)⒗瓌?dòng)投資規(guī)模4000億元,在建及擬建基礎(chǔ)設(shè)施規(guī)模達(dá)1.04萬(wàn)億,同時(shí)設(shè)立亞投行為“一帶一路”在內(nèi)的基礎(chǔ)設(shè)施建設(shè)提供投融資支持。我們認(rèn)為規(guī)劃將打開(kāi)沿線區(qū)域水泥需求新的增長(zhǎng)空間,區(qū)域水泥企業(yè)有望分享沿線國(guó)家水泥市場(chǎng)高收益。
5月10日央行宣布再次降息0.25%,本次降息將改善地產(chǎn)行業(yè)基本面,提振住房銷售面積、緩解地產(chǎn)公司資金緊張局面。從歷史數(shù)據(jù)來(lái)看,銷售面積增長(zhǎng)領(lǐng)先新開(kāi)工3個(gè)月,降息對(duì)于住房成交面積提高效果明顯,同時(shí)將利好地產(chǎn)新開(kāi)工面積恢復(fù)。受地產(chǎn)低迷影響水泥板塊整體估值處于低位,本次降息有利于需求預(yù)期改善。
