NEWS CENTER

Yangtze River Delta, Beijing-Tianjin-Hebei cement market boom is weak


Release time:

Jun 18,2014

Since the second half of last year, the supply side of the Yangtze River Delta and Beijing-Tianjin-Hebei has continued to optimize, with the Yangtze River Delta benefiting from the cooperation of leading enterprises under a good supply and demand structure, while Beijing-Tianjin-Hebei relies on the government's strong policy of eliminating backward smog. However, due to the poor performance of the demand side this year, the optimization of the supply side in these regions has not been able to continuously improve the cement business climate. The operation of the cement stock should be treated differently for different regions, focusing on the layout of the industry leader. There is a risk that real estate demand in the Yangtze River Delta will continue to decline in the second half of the year, with infrastructure and civilian demand expected to maintain a weak growth of 2% for the year, with a weak balance between supply and demand. The demand of Beijing-Tianjin-Hebei mainly depends on

Since the second half of last year, the supply side of the Yangtze River Delta and Beijing-Tianjin-Hebei has continued to optimize, with the Yangtze River Delta benefiting from the cooperation of leading enterprises under a good supply and demand structure, while Beijing-Tianjin-Hebei relies on the government's strong policy of eliminating backward smog. However, due to the poor performance of the demand side this year, the optimization of the supply side in these regions has not been able to continuously improve the cement business climate. Kill.

Cement stock operation should be treated differently for different regions, focusing on the layout of industry leaders. There is a risk that real estate demand in the Yangtze River Delta will continue to decline in the second half of the year, with infrastructure and civilian demand expected to maintain a weak growth of 2% for the year, with a weak balance between supply and demand. The demand of Beijing, Tianjin and Hebei mainly depends on the planning and implementation of integration, but it is expected that it will be difficult to start on a large scale this year, and the demand will be stable. Xinjiang infrastructure demand continues to grow at a high rate, this year after digesting most of the new capacity will usher in a boom next year. The agency believes that the Yangtze River Delta market has entered a stable period. Except for the leading conch with national expansion capabilities, the rest of the cement stocks are mainly band operations; Xinjiang and Beijing-Tianjin-Hebei are at the bottom of the boom, of which Xinjiang's growth is relatively certain, waiting for production capacity to be digested; Beijing-Tianjin-Hebei There is room for continued improvement at both ends of supply and demand, paying attention to policies and their implementation.