[化学原料和化学制品制造业,建筑业] [2022-09-28]
This data equals output data for the following ISIC Rev. 4 code: 2394 Manufacture of Cement, Lime and Plaster This class includes: Manufacture of clinkers and hydraulic cements, including Portland, aluminous cement, slag cement and superphosphate cements Manufacture of quicklime, slaked lime and hydraulic lime Manufacture of plasters of calcined gypsum or calcined sulphate Manufacture of calcined dolomite This class excludes: Manufacture of refractory mortars, concrete etc., see ISIC Code - 2391 Manufacture of articles of cement, see ISIC Code - 2395 Manufacture of articles of plaster, see ISIC Code - 2395 Manufacture of ready-mixed and dry-mix concrete and mortars
[建筑业] [2022-09-27]
综上所述，做进一步思考：（1）在年初4 月那个节点，无论是从大会约束下的底线风险，还是从收益率水平的角度考虑，除了短债，机构或会做出投超过1年期品种的决策，毕竟无论是票息还是资本利得，都可期待。（2）走到当下节点，陡峭化的津城建更加“陡峭”了，市场已有了相应的答案，而我们从或有冲击因素以及基本面支撑两方面结合分析来看，再进一步博弈超过1 年的品种性价比不高，集中在短端寻找收益空间或可做进一步考虑和评估。（3）对应还有一种考虑：相比超过1 年的津城建，是否可以换位考虑天津其他主体的短端博弈？但以上相关讨论的前提是：机构先决定要在参与天津上做收益。
[建筑业,交通运输、仓储和邮政业] [2022-09-26]
Caterpillar and Komatsu are construction, mining, and utility vehicle companies. John Deere and CNH Industrial offer agricultural and construction equipment. AGCO is purely agricultural. The COVID-19 pandemic created a need for digitization due to the slowdown of work and reduced workforce in 2020. The industry started recovering in mid-2020 in the farming segment and early 2021 in construction and mining globally. In China, the recovery began in mid-2020 in all segments.
[建筑业] [2022-09-25]
In 2022, the Iranian government announced 48 industrial and infrastructure projects worth $19 billion, which are expected to reduce the impact of sanctions and jump-start economy. To boost economy and improve investments in energy, oil & gas, petrochemicals, infrastructure, and industrial sectors, the Iranian government aims to complete over 2,423 miles of new railway lines and roads by March 2022.
[建筑业,文化、体育和娱乐业,租赁和商务服务业,批发和零售业] [2022-09-22]
[建筑业] [2022-09-21]
本文我们试图从多角度论述光伏幕墙、光伏屋顶两个分布式主要应用场景的多维度差异，以更好的把握BIPV 产业发展前景及相关企业投资机会。
[建筑业] [2022-09-21]
本文我们对第三代薄膜技术—钙钛矿电池及其产业链进行了详细梳理，主要结论为：当前我国薄膜电池市场占比仍然偏低，应用领域主要以BIPV 幕墙为主，随着钙钛矿电池技术不断迭代，其单W 初始投资成本或已体现出优势，未来若稳定性能够得到提升，有望成为新一代光伏技术。当前国内钙钛矿头部企业正加快推进中试线的落地，我们预计后续钙钛矿电池商业化步伐有望加快，并带动其核心材料TCO 玻璃需求大幅增长。
[建筑业] [2022-09-21]
建材板块71 家行业上市公司22H1 总计实现营收3947 亿元，同比-7.9%；归母净利润363 亿元，同比-29.6%。2022Q2 行业实现营收2265 亿元，同比-8.2%，归母净利润227.7 亿元，同比-23.5%。
[房地产业,建筑业] [2022-09-19]
[建筑业] [2022-09-15]
建材行业2022H1收入同比下降8.0%，毛利率同比下降4.0pct，归属净利润同比下降26.5%。进入2 季度，在地产总量尚未改善、国内疫情蔓延、全球通胀等多重压力下，2022Q2 收入同比下降11.0%，毛利率同比下降5.6pct，归属净利润同比下降33.5%。其中，家装建材收入整体大幅减速，盈利能力受原材料压制；水泥、玻璃量、利均承压；玻纤仍维持相对景气；新材料企业各细分领域的成长性继续兑现。
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