Although New Year ShuiNiYe property to cast a shadow, but strong fundamentals continue to support the second quarter ShuiNiYe undermined. Industry insiders recently told reporters, by the second quarter of the season, with coal prices might push the high cost of cement, cement factory prices get promoted.
The new housing market of cement
In march of 1.34 million tons of cement apparent consumption, 11.5 percent year-on-year, One quarter of apparent consumption 3.31 million tons last year, 4. In addition, the quarter of China cement exports from 2009, the 354 tons per quarter 428 tons. A Swiss 'securities analysis report said.
In fact, the reporter from relevant departments to data more bright beautiful, namely (1-3 month cumulative yield in China 33585.17 tons of cement, 20.25% year-on-year growth.
Introduce according to the personage inside course, due to the fourth quarter this year 2009 season starts project construction, this is in this year, so there is the guarantee of cement demand.
This galaxy securities analysts loud also told reporters, ShuiNiYe development, there are many favorable factors in 2010, demand remains cement industry.
He pointed out that China urbanization construction speed and infrastructure investment demand, and a large number of high-speed railway, airport, large-scale water conservancy facilities and nuclear infrastructure projects will have entered construction and affordable housing construction, expected upsurge, etc, will make the domestic cement demand will more exuberant.
But, "with the global economy, the construction market undermined stabilises warmed, international market demand will increase cement. These factors determine the year cement products may still be strong demand. Expected this year, annual output of 18.4 million tons of cement, a year-on-year growth of around 10%. The NSP cement, cement production proportion is expected to exceed 80%." Loud said.
High prices rise or cement factory
From the perspective of price changes, also reflects the ShuiNiYe undermined. According to the statistics, the average March 2 months of cement, compared 2.13% year-on-year growth fell 0.2%, The average price of cement on April 3 months, and slightly increase compared by 0.4 per cent year-on-year, 2.17.
Loud is expected to enter the second quarter and by 2010, with the economic situation is further undermined and back to the coming season, construction including coal, the energy demand increases, prices might push the high cost of cement, cement factory prices get promoted.
According to the Shanghai securities news -
