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subject: Green Economy Is The Trend Of Building Materials [print this page]


2009 rapid development of the industry in 2010, the cement industry will continue to run the business cycle. Expected 2009 annual output of about 1.64 billion tons, about 240 million tons compared with 2008, the growth rate of about 17%; the overall level of industry profits to record levels. Expected will be further 10-year macro-economic recovery, investment in fixed assets will continue to expand, but growth will be slowing down; infrastructure construction cement products will continue to have a rigid demand. The new cement demand in 2009 will come from basic new infrastructure investment; we believe that the real estate market and industrial facilities will also be in the 10-year recovery. The main line of the cement industry's investment capacity of the rapid expansion of the regional advantages of enterprise and industry capacity to integrate. Regional investment characteristics of the cement industry in 2010 will not change, the North, Northeast, Northwest cement market is still high boom. Worth focusing on capacity allocation in the three places have Jidong Cement; northeast Yatai Group has extensive experience in mergers and acquisitions have the upper hand in the Northeast cement production capacity integrated, long term bullish in the company. In addition, the Xinjiang region is entering a large-scale infrastructure of relevant cement company to benefit significantly, performance flexibility, the proposed focus pine construction.

Investment strategy by the end of 2008, four trillion investment policy driven, building materials and construction industries bearing the brunt of the market favorable for the relevant company's share price has a larger increase.

In 2009, building materials and construction industry maintained a steady growth, but there is always excess capacity of cement and building corporate earnings anticipated difficult to raise the pressure, combined with other industries, industry promotion programs have been put between the plates Bijiaxiaoying, building materials segment the overall performance has always been tepid. The next year, the cement industry in the production focused on the release and backward phase-out is expected to enhance the context of a whole is expected to maintain a balanced supply and demand weak state, 2011 cement industry's supply and demand is expected to be improved. Construction industry due to lag and corporate income recognized characteristics of project implementation, the industry next year is expected to maintain the state to determine the growth, gross margin improvement of the construction companies to larger expected, these factors are expected to enhance the valuations of the next year the construction industry to a certain extent .

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