虽然2017年台积电等扩厂钢构需求及部分商办大楼钢构需求尚属平稳，加上上游金属原物料及钢材报价维持涨势，有助于本产业产品报价表现，不过，由于民间营造业及公共工程钢构需求不如预期，加上业者间仍有削价抢单压力，故估计2017年本产业生产值、销售值分别较2016年明显衰退达12.42%、12.53%。

China is the largest cement producer in the world, accounting for 58.5% of global output in 2017, according to estimates from the National Minerals Information Center of the US Geological Survey (USGS). The cement sector in China is characterised by overcapacity, a large number of enterprises and fierce competition. The sector is undergoing a process of consolidation, with an increasing number of M&As between local enterprises. In the last few years, cement manufacturing in China has experienced a huge transformation, moving towards advanced cement production by replacing outdated shaft kilns with the efficient new suspension preheater (NSP) kilns. The number of NSP clinker production lines in China increased from 792 in 2007 to 1,715 at end-2017. At present, over 95% of the kilns used in China are NSP kilns.

The global construction equipment rental market was valued at USD 159.35 billion in 2016 and is expected to grow at a CAGR of 4.8% over the forecast period. The factors driving the market demand include cost inflation associated with the replacement of equipment over the past few years and the technical changes in equipment requirements. Environmental and safety issues are further driving the market demand; furthermore, rented equipment are more economical. The considerable shift toward renting an equipment, rather than buying it, is expected to boost the market growth over the forecast period.

上半年水泥、玻璃需求小幅微跌，但价格维持高位稳定，两者库存规模可控并处于同期较低水平，行业运行较为平稳。受益行业基本面扎实，2018 年至今建材行业在申万A 股各行业涨跌幅中排名第10 位，涨幅约-16.9%，小幅跑输沪深300（-13.35%），其中水泥板块表现更为亮眼，年初至今板块上涨1.54%。