Weekly report of building materials industry: game "post disaster reconstruction", central line layout C-end building materials and new materials
In the short term, we will continue to focus on the investment opportunities of "post disaster reconstruction". Affected by the El Nino event, Hubei, Anhui and other areas suffered from serious floods, and many cities reappeared "city watching the sea", which caused the government to attach great importance to or forced the construction of underground pipe corridors and sponge cities to speed up, Hanjian Heshan (bottom reversal of performance, lifting of the ban on some initial stocks and expectation of additional issuance), Longquan (high-end pipeline leader with multiple concepts of nuclear power and underground pipe gallery), Huaxin Cement (production capacity concentrated in two lakes, Hubei accounting for 56%), conch cement (production capacity concentrated in East China, Anhui and Hubei accounting for 37% and 11%), Yonggao, Nachuan, etc. are recommended.
Time of issue : 2017-02-28