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Protect growth policy to conduce to pull afresh stir cement market demand
From;    Author:Stand originally

Analytic personage thinks, look for a long time from which, as " maintain growth " series is macroscopical policy invests to infrastructure construction pull move the effect to show, and estate " help city " policy be born, will drive cement demand to grow to be started afresh.

According to Shanghai negotiable securities the newspaper will report on October 24, output of 1-9 month cement grows 6.9% only compared to the same period, because downstream demand is abate,this basically is and partial cement company " be restricted to produce support value " bring about growth to put delay. The analyst points out, suffer demand to glide continuously influence, future is whole cement industry is not hopeful. But also the analyst points out, although short-term inside cement industry is not hopeful, but look for a long time from which, a series of " maintain growth " macroscopical policy and estate " help city " policy will be pulled afresh change cement requirement.

According to statistic, crop of cement of 1-9 month whole nation is 10, twelve million one hundred and sixty-four thousand four hundred tons, grow 6.9% compared to the same period, under 1-8 month 7.35% add fast. Among them, countrywide cement crop will is in September 12, four million two hundred and twenty-eight thousand five hundred tons, relatively on the month increases four million three hundred and seventy thousand two hundred tons, grow compared to the same period only 3.1% , annulus comparing grows 3.65% . "Crop is added fast drop to basically suffer the effect with downstream abate demand further, at the same time the bounds of a few areas produced support value measure to also rise to aid postpone action. " the analyst expresses.

What need points out is, will come in September the gold that always will be cement industry December is seasonal, but from year in light of actual condition, busy season not flourishing already was become finality, this more increased the pessimism inside course of study.

"Cement price often is met from September bottom or begin to rise at the beginning of October, but we visit the near future many 10 cement manufacturer and cement association discovery, cement price did not rise in this quarter, be in Hua Dong area especially certain province appeared to drop even. " a personage inside course of study thinks, whole cement industry is in low confuse condition, the likelihood should arrive second half of the year just was met 2009 get warm again after a cold spell.

"Come round to look from eye, of cement demand glide to had affected outstanding achievement of a few companies. " analysis of senior analyst Luo Guo points out industry of building materials of building of Oriental negotiable securities, it is with conch cement exemple, interest rate of wool of sale of the 3rd quarter is the company 24.46% , compared to the same period annulus comparing is to drop considerably (the 3rd quarter was 2007 30.84% , the 2nd quarter was 30.49% ) 2008, the cement sale that indicates a company already got the market is affected stagnantly.
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