中银国际：水泥短期竞合格局优化有望推动价格中枢上行

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智通财经APP获悉，中银国际发布研报称，2024年建材指数处于总体承压阶段，下游需求疲软导致一季度多数建材企业业绩下行。水泥板块，短期竞合格局优化有望推动价格中枢上行，增厚盈利能力；长期视角下关注行业节能降碳以及供给端格局优化。消费建材企业板块，当前多数企业处于估值低位，报表端风险陆续出清，地产政策频出有望拉动需求。供需两侧均有边际向好动力，业绩有望持续修复。玻纤板块，24Q1末开启涨价后各厂商...

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href=http://www.zhitongcaijing.com/content/detail/1165263.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中银国际发布研报称，2024年建材指数处于总体承压阶段，下游需求疲软导致一季度多数建材企业业绩下行。水泥板块，短期竞合格局优化有望推动价格中枢上行，增厚盈利能力；长期视角下关注行业节能降碳以及供给端格局优化。消费建材企业板块，当前多数企业处于估值低位，报表端风险陆续出清，地产政策频出有望拉动需求。供需两侧均有边际向好动力，业绩有望持续修复。玻纤板块，24Q1末开启涨价后各厂商...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1165263.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0235","symbol_name":"非金矿物","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1165263.html","article_id":"2459263522","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2459263522","pubTimestamp":1723789652,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，中银国际发布研报称，2024年建材指数处于总体承压阶段，下游需求疲软导致一季度多数建材企业业绩下行。水泥板块，短期竞合格局优化有望推动价格中枢上行，增厚盈利能力；长期视角下关注行业节能降碳以及供给端格局优化。中银国际主要观点如下：2024年以来，建材指数处于总体承压阶段。水泥：短期看竞合优化，长期看供给改革中银国际表示，2023年及2024年上半年水泥企业亏损面较大，主要系价格中枢下行导致行业盈利下滑。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600176":"中国巨石","600585":"海螺水泥","600801":"华新水泥","603256":"宏和科技","603916":"苏博特","BK0235":"非金矿物","SGXZ81163826.USD":"UNITED 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