国泰海通建材鲍雁辛-周观点:供给端重现预期 需求端关注升级

国泰海通证券
06 Jul

本文汇报1、周观点:供给端重现预期,需求端关注升级2、消费建材:格局改善的逻辑开始兑现3、水泥:价格调整有底,不改同比占优趋势4、建筑玻璃:供需僵持,价格低位震荡5、光伏玻璃:步入现金亏损区间,冷修提速6、玻纤:主流电子纱稳中偏强,特种电子布产业趋势关注度高7、碳纤维:风电需求环比有所修复,Q2 迎来盈利改善的确定向较高1、周观点:供给端重现预期,需求端关注升级7 月1 日以来,建材行业关注度突然...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10