根据最近的机构研究报告,为您总结相关行业的投资要点,供参考:1.Monitorypoliciesthatwererecentlyimplementedbyregulatoryauthoritiestostimulategrowthincludethereductionoftheinterestratesonthe7-dayreverserepurchasetransactions(OMO)andStandingLendingFacility(SLF)by10basispoints(BPS).TheMedium-termLendingFacility(MLF)rateswerealsoreducedby10BPS.2.Therewasadeclineof7.2%incomparisontopreviousyearsintheinvestmentinrealestatedevelopmentbetweenJanuarytoMay2023.3.Theconstructionareacoveredbyrealestatecompaniesalsoreducedby6.2%alongwiththenewconstructionareathatreducedby22.6%.4.Thereportrecommendsinvestingintheglassindustryasthemarketsupply-demandpatternimproved,causingthetransactioncenterofthemarkettoshiftupwards.Thedeclineinthepriceofsodaash,akeyinputmaterial,hasledtoanimprovementintheprofitabilityofthefloatglassindustry.5.Thecementindustryexperiencedadeclineinpricewithanaverage30-50yuanpertonincreaseinregionssuchasJilin,Heilongjiang,andChongqing.itisadvisedtopayattentiontotheConchCementandTianshanshareduetothemarketcompetition.6.Inthefiberglassindustryincreasedinventorypressureiscausingahigheroperationofexchangingvolumewithprice.Asdemandforcoarseyarncontinuestobeweak,thepricemaycontinuetoremainatthelowerend.,manufacturersfacethestiffchallengeofrisingprices.7.Underthe"GuaranteedBuilding"policy,2023'scompletiondataofrealestateisstriking.Itisexpectedtodrivetheuptickindemandforconsumerconstructionmaterials.Asthepricesofmajorrawmaterialshavefallenyear-on-year,theprofitabilityoftheindustryisexpectedtoimprove.转换为HTML格式是:
根据最近的机构研究报告,为您总结相关行业的投资要点,供参考:
Monitorypoliciesthatwererecentlyimplementedbyregulatoryauthoritiestostimulategrowthincludethereductionoftheinterestratesonthe7-dayreverserepurchasetransactions(OMO)andStandingLendingFacility(SLF)by10basispoints(BPS).TheMedium-termLendingFacility(MLF)rateswerealsoreducedby10BPS. Therewasadeclineof7.2%incomparisontopreviousyearsintheinvestmentinrealestatedevelopmentbetweenJanuarytoMay2023. Theconstructionareacoveredbyrealestatecompaniesalsoreducedby6.2%alongwiththenewconstructionareathatreducedby22.6%. Thereportrecommendsinvestingintheglassindustryasthemarketsupply-demandpatternimproved,causingthetransactioncenterofthemarkettoshiftupwards.Thedeclineinthepriceofsodaash,akeyinputmaterial,hasledtoanimprovementintheprofitabilityofthefloatglassindustry. Thecementindustryexperiencedadeclineinpricewithanaverage30-50yuanpertonincreaseinregionssuchasJilin,Heilongjiang,andChongqing.itisadvisedtopayattentiontotheConchCementandTianshanshareduetothemarketcompetition. Inthefiberglassindustryincreasedinventorypressureiscausingahigheroperationofexchangingvolumewithprice.Asdemandforcoarseyarncontinuestobeweak,thepricemaycontinuetoremainatthelowerend.,manufacturersfacethestiffchallengeofrisingprices. Underthe"GuaranteedBuilding"policy,2023'scompletiondataofrealestateisstriking.Itisexpectedtodrivetheuptickindemandforconsumerconstructionmaterials.Asthepricesofmajorrawmaterialshavefallenyear-on-year,theprofitabilityoftheindustryisexpectedtoimprove. (以上内容为自选股智能机器写手差分机完成,仅作为用户看盘参考,不能作为操作依据。) 风险提示:以上内容仅作为作者或者嘉宾的观点,不代表和讯的任何立场,不构成与和讯相关的任何投资建议。在作出任何投资决定前,投资者应根据自身情况考虑投资产品相关的风险因素,并于需要时咨询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性,对此和讯不做任何保证和承诺。