行业研究报告题录
建筑业(2021年第11期)
(报告加工时间:2021-04-19 -- 2021-05-05)

境外分析报告

  • 全球热喷涂市场报告(2020-2027年)
    Thermal spray coating is a coating process that involves heating a material in powder or wire form to a molten or semi-molten state. The material is then coated on a surface using a stream of gas or compressed air. The coating material consists of a single material such as ceramics or can be alloy or composite with unique physical properties. The report includes the study of the thermal spray coating market with respect to the growth prospects and restraints based on the regional analysis.
  • 全球建筑机器人市场报告(2020-2027年)
    Construction robotics are automatic systems or equipment that are specially developed to carry out construction operations in building structures for residential, commercial, and industrial sectors. The report on the global construction robotics market presents a detailed analysis of the trends, future estimations, and thorough study of the market depending on application, business type, end user, and region. The application covered in the study includes demolition, 3D printing, material handling, and surveillance. The report further provides information on business type of construction robotics, which includes new sales and aftermarket. Moreover, the report also covers different end user of construction robotics market, including residential, commercial, and industrial.
  • 全球防护涂料市场展望和预测(2021-2026年)
    The paints and coatings industry is highly regulated. Manufacturers are adopting products with low Volatile Organic Compound (VOC) to manufacture paints and coatings. The paint and coating market is fragmented with large number of players available in the market in almost all the regions of the world. There are also several regional manufacturers. Around 10–12 large multinational manufacturers have expanded their operations to countries such as India and China. The production and consumption of paints and coatings is largest in the APAC region. The demand is high from countries such as China and India. The APAC region accounts for 56% share of the overall paint and coatings market by volume. The coatings market grows in tandem with the economy; thus, the market is expected to witness growth in developing economies.
  • 全球游泳池建设市场报告(2020-2027年)
    The swimming pool construction market report presents a detailed analysis of the trends, future estimations, and thorough study of the market based on material, construction type, end users and region. On the basis of material, the market is divided into concrete, fiberglass, vinyl liner, and steel frame. By construction type, it is bifurcated into above-ground and in-ground. Depending on end user, it is classified into residential and nonresidential. By region, it is analyzed across North America, Europe, Asia-Pacific, and LAMEA. The companies analyzed in the report are Aloha Pools Ltd., Aquamarine Pools, Concord Pools and Spas, Leisure Pools, Millennium Pools Pvt. Ltd., Myrtha Pools, Natare Corporation, Platinum Pools, Presidential Pools, Spas & Patio, and Southern Poolscapes.

投资分析报告

  • 建材行业:政策目标明确,供给端迎来中长期催化-碳中和专题
    节能减排为我国中长期发展目标,将推动建材企业加大环保技改及清洁能源替代等,行业成本曲线或有所上移,倒逼中小等落后产能退出,政策也将对产能总量限制更为严格。总体而言,建材行业竞争格局中期将更为优化,具备环保先发优势及较强资金实力的龙头企业料将持续胜出。
  • 建材行业:需求稳定格局优化,关注消费建材板块-定期报告
    水泥行业:整体保持稳健,局部受天气影响。本周全国水泥市场价格环比继续上行,涨幅为0.3%。价格上涨区域有辽宁、福建、浙江、江苏和山东等地,幅度20-50 元/吨;价格回落地区主要是河南,累计大幅下调20-50 元/吨。4月上旬,国内水泥市场需求整体表现稳健,局部区域受降雨影响,需求出现阶段性减弱,水泥价格延续上行态势为主。预计4 中下旬,全国水泥市场价格将会继续保持上升趋势。本周全国水泥库容比为48.44%,环比上周下降0.12%。
  • 建筑与工程行业:竣工修复,哪些装饰龙头值得关注?
    2017 年来地产新开工增速持续领先竣工,而通常从新开工到竣工周期在3 年左右,竣工交付约束下2020 年竣工需求理应相对不错,不过受疫情干扰地产竣工有所延迟,直到2020Q4 地产竣工方才实现同比正增长,而从今年年初数据来看,地产竣工正加快修复:今年1-2 月地产新开工面积1.7 亿平,同增64.3%,较2019 同期降9.4%;同期竣工面积1.4 亿平,同增40.4%,即使相对于2019 同期也实现8.2%增长,对建筑行业而言,地产竣工加快有望驱动装饰需求复苏。
  • 能源基础材料行业:2020业绩回顾,有色建材盈利同比提升,煤炭盈利略降
    我们梳理了截至4 月8 日各板块已披露年报的公司数据,2020 年受疫情影响,煤炭需求下滑,在煤价下跌影响下煤炭板块盈利同比下降。但在全球流动性宽松的环境下,宏观定价的有色品种表现较好,前三季度受避险需求驱动,黄金价格表现优异。工业金属供应端受疫情扰动相对偏紧,而需求端率先修复带动工业金属价格上涨。建材方面,在赶工需求驱动下,各产品价格迎来上涨,板块盈利较好。综合来看,2020 年有色金属和建材板块盈利同比提升,煤炭板块盈利略降。

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