We think, the supply and demand of building materials industry will continue to improve in 8 years, although improve extent can not mix 7 years like 6 years apparent in that way, but the gain ability that enough assures an industry picks up further. Furnish to cement according to us and of demand calculate, 8 years cement adds demand newly to will be more than increase supply newly completely 20 million tons or so, drop somewhat on 7 years of 30 million tons foundations. Furnish to plate glass according to us and of demand calculate, 8 years plate glass adds demand newly to will be more than increase supply newly completely left and right sides of 4 million serious case, drop somewhat on foundation of 7 years of 7 million serious case.
Industry conformity is masterstroke
We think perforative epicycle is arrogant the floor slab of city piece investment theme has 3: Fixed assets invests annulus move, industry conformity and asset recombine. Because before two themes and the overall trend that the industry grows are consistent,we think, better hold, hind one theme and information are pertinent, determinism loses slightly.
Cycle of run of this round of industry and cycle is the oldest before differ even if be in one round this in cycle, partial section classics is finished new-style dry method is replaced backward produce the double end that can spend the industry conformity that rises quickly centrally with the industry, the industry bibcock nature in these area makes our investment bid.
To vitreous industry, we think, although vitreous industry is in,the conformity like cement anticipates, but the poor dissimilation that depends on its product as a result of the distinction with vitreous product and cement main product, the consumption that rise as people living standard so and has upgrades the opportunity that conformity of profession of law of ambitious Yu Fu brings horizontal investment opportunity.
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