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4911.建筑行业：扬帆起航向何处？工业化万亿蓝海－工业化专题报告
[建筑业] [2016-01-18]
工业化建筑是建筑业未来发展的必然趋势，它拥有节水、节材、节能、建造周期短与人力成本占比少等优点，且国家政策大力支持，随着人力成本上升，未来1-2年内，工业化建筑成本劣势将消失，万亿蓝海，有望迎来爆发。
关键词：建筑工业化；自身优势；国家政策；成本劣势
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4912.建筑行业：“一带一路”叠加人民币贬值，国际工程公司显著受益
[建筑业] [2016-01-18]
据不完全统计，习近平主席和李克强总理两位领导人出访与相关国家和地区签订的合同或框架协议总额已经突破4400 亿美元，在高铁、核电、基础设施、产能合作、能源等领域硕果丰盛。亚投行、丝
路基金等新金融机构成立稳步推进，项目逐渐落地，与国开行、中国信保等传统金融机构共同组成全方位海外工程金融保障体系，支持力度不断加强。从公司层面看，大型建筑央企、专业国际承包商及部分民企先锋今年海外订单及收入实现高速增长。“一带一路”将是未来最具基本面的建筑子行业之一。
关键词：建筑行业；一带一路；国际工程公司；人民币贬值
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4913.建材行业：岁寒知松柏，经冬犹绿林－2016年投资策略
[其他制造业,建筑业] [2016-01-11]
2015 年建材行业基本面持续下行，目前已经处于历史底部区域。中长期来看，随着经济结构调整，行业已经步入成熟期，需求弹性在变弱。2016年供给侧整合趋势有望升级，但产能出清尚需时日；建议重点关注旗滨集团和海螺水泥。
关键词：建材行业；投资策略；市场行情
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4914.卫生间用品市场报告（2015-2019年）
[建筑业] [2016-01-07]
Toilet care products is an important product category in the overall home care segment. The penetration of toilet facilities across the globe is one of the major factors to be considered for the growth of the market. Where the penetration of toilet facilities is 100% in developed countries such as US, in a developing country such as India, there is the wide presence of open defecation. Increased awareness through government initiatives and manufacturers can help drive the market. The Harpic Challenge campaign in India for example, was a huge success, as India has limited toilet facilities particularly in rural areas. Rising consumer awareness toward health and hygiene resulted in switching from traditional abrasives such as phenyls and acids to branded toilet care products across rural areas.
关键词：卫生间护理产品；家庭护理；厕所设施；健康和卫生
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4915.全球工程机械租赁市场报告（2015-2019年）
[建筑业,铁路、船舶、航空航天和其他运输设备制造业] [2016-01-07]
The equipment rental market is either operated by third-party suppliers or equipment manufacturers. Rental companies usually rent used equipment to construction companies based on the duration of the project. Although, there are other substitutes for this market, such as equipment financing and leasing; however, demand for equipment rental is high. Renting equipment not only reduces the ownership cost of the equipment, but contractors can reduce other costs pertaining to the use of equipment, such as maintenance costs and transportation costs, among others. Also, construction contractors focus on the high return on investment of their projects, which makes renting equipment a viable option, particularly for small and medium-sized enterprises (SMEs).
关键词：设备租赁市场；第三方；供应商；设备或者操作；生产厂家；设备融资；租赁
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4916.亚太地区建筑设备市场报告（2015-2019年）
[建筑业,电气机械和器材制造业,铁路、船舶、航空航天和其他运输设备制造业] [2016-01-07]
Construction equipment is machinery used on construction sites. These machines are used to perform various tasks on the construction site such as hoisting, excavating, hauling, paving, grading, and drilling. Some of the construction equipment performs specific jobs and other equipment has a more basic configuration.
关键词：建筑设备；建筑工地；机器；执行；施工现场；基本配置
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4917.建筑行业：新年初，关注“一带一路与建筑工业化－定期报告-
[建筑业] [2016-01-06]
关键词：建筑；一带一路；建筑工业化；投资
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4918.建筑行业：转型迎新，国改换颜-年度猜新_猜心系列报告之2016年十大畅想-
[建筑业] [2016-01-06]
提出了十大猜想，风险提示是政策不及预期、一带一路推迚受阷、PPP 迚展缓慢、国企改革不及预期、业绩下滑风险等。
关键词：建筑；转型；国改；畅想
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4919.水泥行业：2015年1－9月需求端数据点评
[非金属矿物制品业,建筑业,其他制造业] [2015-12-28]
1-9 月我国水泥行业产量 17.2 亿吨，同比下降 4.7%；2015 年 9 月我国水泥行业产量 2.2 亿吨，同比下降 2.5%，环比增长 1.2%。2015 年 1-9 月累计增速降幅较 1-8 月收窄，但行业整体需求自 2014 年 9 月以来仍显疲弱； ◆2015 年 1-9 月我国经济增长仍持续乏力。
关键词：水泥行业；市场行情；行业热点；投资策略
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4920.水泥行业：坚守质量，寻找预期差－2016年投资策略
[建筑业,非金属矿物制品业] [2015-12-28]
2016 年，水泥行业是基本面探底的一年，需求下行趋势难改，新增产能却仍有释放，供求关系进一步下滑，全行业盈利继续下降，仅局部地区存在超预期可能，产能出清可能有所加快。A 股估值仍高于历史底部 40%，板块缺乏 beta 行情，选股逻辑为自下而上，坚守龙头、局部弹性，推荐金隅股份、海螺水泥，关注万年青（未评级）。
关键词：水泥行业；投资策略；行业热点；市场分析
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