行业研究报告题录
建筑业(2019年第8期)
(报告加工时间:2019-04-15 -- 2019-05-05)

境外分析报告

  • 墨西哥房地产和建筑业报告(2019-2020年)
    Impulsora Del Desarrollo Y El Empleo En America Latina (IDEAL) is a Mexico-based company, founded in 2005, which is active in the infrastructure construction segment. The company has a diversified portfolio of activities, including: road concessions with a total length of 1,436.5 km; electronic toll services; operation of two water treatment plants with a capacity of 36.27 m3 per second each; generation of hydroelectric energy at two hydropower plants with total capacity of 145 MW; and operation of three multimodal transport terminals located in Mexico City and the state of Mexico. In addition, the company manages two prisons located in the States of Chiapas and Morelos, under concession contracts .
  • 墨西哥基础设施与可持续发展评论2019
    Uncertainty hovered over the Mexican economy in the latter half of 2017 and through the first half of 2018, mainly due to the renegotiation of NAFTA, trade-related actions from north of the border and the Mexican presidential elections in July that swept a populist into office. Despite the disconcerting conditions, the infrastructure industry continued to attract private investment although the country still faces an infrastructure spending gap estimated at US$544 billion. With budget austerity tying the government’s hands, it started exploring further options for PPPs, which could prove pivotal as President-elect Andrés Manuel López Obrador takes office at the end of 2018. AMLO, as the new president is known, has already stated his desire to work closely with the private sector to see through his ambitious development plans, all of which bodes well for the sector.

投资分析报告

  • 建筑和工程行业:往后,对钢构更乐观-装配式建筑行业深度研究
    2013 年以来,国家对装配式建筑行业发展政策持续加码,产业扶持力度和针对性逐渐加强。政策明确2020、2025 年全国新建建筑中装配式建筑占比将分别达到15%、30%,各地区配套地区配套政策跟进及时,相继发布装配式建筑占新建建筑比例目标及补贴、优惠政策。
  • 建筑装饰行业:发展趋势+政策东风,市域快轨步入建设快车道
    随着国内北上广深等大城市陆续步入市郊化发展阶段,城市交通的复杂性与市郊通勤问题日益凸显。市域快轨作为一种沟通城市中心与近远郊地区、能够满足中长距离出行的新型运输模式,为解决市郊通勤问题、缓解交通压力提供了可行方案。建设市域快轨对于完善多层次城市综合交通系统、支撑引领新型城镇化建设具有重要意义,符合我国城镇化的发展规律。 
  • 建筑行业:房企战略总体保守,园林估值有望修复-月报
    当前地产数据开工依然强势,竣工依然萎靡;销售好转但库存依然提升,资金改善,但拿地依然谨慎。房企策略总体保守下,我们认为新开工超预期难以持续。园林估值在社融数据超预期的催化下,有望走出一波独立行情。

综合分析报告

  • 现代房地产及建筑工程目标成本管理浅析
    随着我国经济的发展,建筑行业得到了显著进步,并逐步成为我国经济支柱产业。在现代房地产及建筑工程管理中,涉及的内容十分广泛,其中,目标成本管理作为核心内容,专业性较强,能够有效提升企业在市场中的竞争力,使企业内部管理能够良性发展,进一步提升企业的管理质量。

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