需求逐步进入淡季,期待地产及化债政策落地 | 投研报告

中国能源网
Dec 08

中邮证券近日发布建材行业周报:11月北方逐步进入采暖季,错峰生产政策将推动供给收缩,价格有望迎来阶段性上涨,同时短期由于部分项目抢工,需求阶段性提升。整体来看,基建端整体受到天气干扰、需求释放节奏等因素影响,其对需求并未完全显现,房建端,需求端仍然处于弱复苏态势。以下为研究报告摘要:投资要点12月2日,国家发展改革委主任郑栅洁在《党建》杂志发布《深入学习贯彻党的二十届四中全会精神,以高质量发展新...

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