行业研究报告题录
建筑业(2016年第8期)
(报告加工时间:2016-06-27 -- 2016-07-10)

境内分析报告

  • 行业月度报告-建筑201605
    2016 年积极的财政政策加大力度,一批“十三五”规划重大项目将逐步启动,专项建设基金、 PPP 项目加快推进有利于投资增长,预计我国基础设施投资将保持在 15%以上。此外, 2016 年建筑业修订工作启动,法律体系将进一步健全完善。
  • 建筑与工程行业:回归业绩轨道-2016年中期投资策略
    我国宏观经济将呈现“L”型走势,而且短期不会改变,基本面弱支撑将成为常态。此外,基准利率已处于较低水平,继续下调空间有限。而基于控制通胀、推进供给侧改革等目标约束驱动货币政策逐步趋稳,市场流动性将不会再有大水漫灌式的情况出现。目前 A 股市场交易额较去年高点下滑超过 75%,市场信心仍显不足。同时,考虑到外围市场的影响,英国脱欧公投、美联储加息预期等因素仍会对 A股走势形成扰动。综合来看,我们认为,A 股市场风险偏好处于逐步下沉调整过程中,短期尚未有明显形成重大突破的因素出现。
  • 建筑行业:在不确定中挖掘确定性机会-2016年半年度策略报告
    基本面偏弱,转型监管趋严,建筑行业下半年双面承压。市场预期宏观经济“L”型走势,固定资产投资持续快速向上存疑,在此背景下,建筑行业盈利和现金流将持续面临压力;同时,年初以来,监管层严控传统行业转型、重组,放缓转型融资审批节奏,对具有强烈转型需求的建筑行业形成新的压力。在大环境不确定性较强背景下,建筑行业只能在细分行业中找确定性投资机会。
  • 建筑行业:PPP引领行业变革,转型拥抱新趋势-中期策略
    宏观投资趋势向下,基建和消费投资快速增长。尽管上半年宏观投资在基建和房地产发力驱动下略有企稳,但长期仍是下滑趋势。细分领域中,轨道交通、海绵城市、地下管廊、机场、水利等基建投资增长较快。房地产投资大周期向下,后周期服务市场兴起。供给侧改革背景下工业投资进一步低迷,环保改造、智能制造市场兴起。新生活消费升级趋势明确,相应科教文卫体等基础设施投资快速增长,形成行业新亮点。

境外分析报告

  • 全球龙头市场报告(2016-2020年)
    A faucet is a sanitary-ware fitting that controls the flow of water from the pipe. The global faucet market is expected to maintain a steady growth rate and grow at a CAGR of 8.52% during the forecast period 2015-2020. The global faucet market is compelled by many growth factors, one of which is the booming construction industry and growth in commercial construction. Additionally, hotel renovation projects coupled with rapid urbanization is expected to increase the demand for faucets during the forecast period.
  • 中欧和东欧地区粉末涂料市场报告(2015-2019年)
    Powder coatings are used in free-flowing powder form; they differ from water/solvent-borne coatings in that they do not need a liquid suspension base. The market for powder coatings has grown considerably over the past few years owing to their several benefits such as finish excellence, ease of application, energy efficiency, eco-friendliness, and cost-effectiveness. Powder coatings develop higher resistance and greater film thickness than water/solvent-borne coatings because they are cured at elevated temperatures. These coatings are also safe to use as they eliminate the need for a solvent; solvents evaporate during the drying process and violate the stringent VOC regulations that have been implemented in many parts of the world. Vendors are now developing processes that reduce curing temperature, especially for the application of powder coatings on plastic and MDF, as it optimizes production and increases the efficiency of powder coatings.
  • 法国推土机市场报告(2015-2019年)
    Bulldozers are a type of heavy construction equipment used in construction of power plants, transport infrastructure, and high-rise buildings, and in the mining industry, among others, to move or lift loads from one place to another at the construction site.
  • 印度尼西亚建筑设备市场报告(2015-2019年)
    Construction equipment have many uses in the building and realty sector, especially in the execution of tasks involving earthwork operations like moving earth, laying foundations for buildings, and also for landscaping. A variety of such equipment is available in the market, including excavators, loaders, construction tractors, graders, rollers, scrapers, conveyors, cranes, compactors, and pavers. An increase in construction activities has been driving growth of the construction equipment market in Indonesia. While rapid urbanization is encouraging people to beautify and develop infrastructure, the rise in disposable income in the country has boosted demand for residential and commercial properties, thereby necessitating the requirement for construction equipment.
  • 墨西哥土方设备市场报告(2015-2019年)
    Earthmoving equipment is heavy equipment used in the construction industry to move large amounts of earth, dig foundations for buildings, and for landscaping. Types of earthmoving equipment include excavators, loaders, and construction tractors. The earthmoving equipment market is one of the major segments of the construction equipment market.

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