发帖
雷达卡
【出版时间及名称】：2009年12月中国建材行业研究报告
【作者】：BNP百富勤
【文件格式】：PDF
【页数】：28
【目录或简介】：
Contents
1) Underperformance on over-capacity concern......................................................................................................................... 3
Fortunately, the government is aware of the severe situation ............................................................................................. 3
From the perspective of old capacity closure ...................................................................................................................... 4
From the perspective of NDP per capita ............................................................................................................................. 5
Demand still surprises us on the upside............................................................................................................................. 5
Industry likely to deteriorate before improving again ........................................................................................................... 7
New trend: M&A and price cooperation.............................................................................................................................. 9
Outlook by market ............................................................................................................................................................ 10
Upgrade the sector to NEUTRAL ..................................................................................................................................... 11
2) Company updates .................................................................................................................................................................... 15
Anhui Conch Cement ....................................................................................................................................................... 16
CNBM............................................................................................................................................................................... 19
Asia Cement (China)........................................................................................................................................................ 22
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