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找到报告 2099 篇 当前为第 96 页 共 210

所属行业:金属制品业

  • 951.钢铁行业:供大于求,限产对冲-2019年中期钢铁行业投资策略

    [金属制品业] [2019-07-05]

    今年前5个月粗钢供需均同比增约10%,建材以螺纹为代表同比增17%。地产投资很好,前5月同比增11.2%。过去近20年螺纹钢消费与地产施工面积的弹性约0.8,但今年前5月达到近2.0。


    关键词:钢铁;需求;限产
  • 952.钢铁行业:结构重于趋势,建议关注细分板块优质龙头-2019年中期投资策略

    [金属制品业] [2019-07-02]

    2019 年下半年需求偏弱、供给扩张弹性强于需求,供需框架维持弱势;基本面支撑成本端稳中偏强,预计普钢板块价、利仍存压;但仍需密切关注财政、货币政策与环保政策超预期的可能性。分阶段来看,9-10 月为传统需求旺季,叠加时段正值建国七十周年国庆,供需框架或将阶段性走强,建议关注区域供需格局好、环保基础较好、产量存弹性的区域龙头:三钢闽光、韶钢松山、华菱钢铁等。


    关键词:钢铁;结构;细分板块
  • 953.钢铁行业:周期下行,优选个股-2019年中期策略报告

    [金属制品业] [2019-07-02]

    2019年1-5月份,受政府财政支出节奏快速前移影响,地产和基建投资回升,钢材市场需求保持较好水平。与需求相匹配,前5个月钢材供给也十分旺盛。全国高炉、电炉开工率位于历史同期较高水平,产能利用率同比上升,粗钢日产水平不断创历史新高。


    关键词:钢铁;周期;个股
  • 954.钢铁行业:万法归宗-2019年中期策略报告

    [金属制品业] [2019-07-02]

    上半年周期品表现基本符合我们之前的判断,业绩下行期的对冲带来绝对收益但难获得超额收益。但我们筛选出的优质阿尔法组合,依然获得可喜的表现。


    关键词:钢铁;策略;周期
  • 955.钢铁行业:唐山限产又来,但终究是扰动

    [金属制品业] [2019-07-02]

    本周大盘上涨4.16%,成功收于3000 点上方。周期股整体表现鸡肋,钢铁板块周上涨2.93%,跑输大盘。个股方面,受矿石价格上涨,铁矿石个股表现较好。


    关键词:钢铁;唐山限产;需求
  • 956.波兰金属和非金属矿业部门报告(2019-2023年)

    [金属制品业,黑色金属冶炼和压延加工业,有色金属冶炼和压延加工业] [2019-06-26]

    The total number of companies operating in Poland’s metallic and non-metallic mining sector was 193 at the end of 2017, excluding companies, employing up to nine persons. The industry is dominated by a handful of large companies. The biggest company in the sector is one the world’s leading copper and silver producers - KGHM Polska Miedz. Other major entities are either foreign-owned (Cemex Polska, Lafarge Group, Nordkalk) or belong to larger domestic groups - ZGH Boleslaw (from steel group Stalprodukt group) or ZA Siarkopol (from chemical group Grupa Azoty).

    关键词:波兰;金属;非金属;采矿业经营;公司总数;占主导地位;少数几家大公司;铜公司;白银生产商
  • 957.印度钢铁行业报告(2019-2023年)

    [有色金属冶炼和压延加工业,金属制品业] [2019-06-26]

    India liberalised its steel sector in 1992 and at present the private sector has a dominant position, as about 80% of crude steel output in FY2018 came from private companies. The steel sector is going through a phase of consolidation and companies operating in the sector are expected to undertake brownfield investments for expansion. The Indian iron ore segment is highly fragmented, with more than 40 companies performing mining activities. The government’s presence in the sector is significant, at about 35%, as it controls the country’s two largest iron ore mining companies, in terms of production volumes. Unlike that of iron ore, the production of crude steel in India is dominated by the private sector, which controlled 80% of it in FY2018. The six largest companies in the finished steel segment accounted for 54% of total production in FY2018.

    关键词:印度;钢铁业;私营部门;主导地位 ;私营公司;钢铁行业;整合阶段;棕地投资扩张
  • 958.全球链锯市场展望预测(2019-2024)

    [仪器仪表制造业,金属制品业] [2019-06-26]

    Forests cover nearly 30% of the land area in the world. Deforestation activities have exponentially witnessed an increase since the 1990s. As per reports published by the FAO, nearly half of the tropical forests across the world have witnessed a decline. Nearly 18.7 million acres of forests are lost every year according to the World Wildlife Fund reports. In 2016, the overall tree cover loss was approximately 30 million ha (73 million acres). However, in a few regions, the forest area is expected to witness an increase over the next few years. This can be attributed to the different regulations that are being implemented by the government in various countries to curb the deforestation process, thereby maintaining the integrity of the environment.

    关键词:森林;土地面积;砍伐森林;指数增长;世界野生动物组织;基金报告
  • 959.重聚鹭岛 再铸辉煌——中国建材联合会混凝土外加剂分会第十六次会员代表大会纪实

    [金属制品业,建筑业,非金属矿物制品业] [2019-06-19]

    2018年4月20日-22日,中国建筑材料联合会混凝土外加剂分会第十六次会员代表大会暨混凝土与外加剂可持续发展应用技术研讨会在厦门翔鹭国际大酒店隆重召开。本次会议同期还举行了外加剂分会八届三次理事会议、第七届混凝土外加剂产品及设备展示会、第七届"2018建研家厦门之夜"外加剂行业联欢晚会。出席本次大会的总人数约1000人,其中注册代表
    关键词:混凝土外加剂;
  • 960.康泰塑胶:创新是企业升级第一动力

    [建筑业,非金属矿物制品业,金属制品业] [2019-06-19]

    经济学家约瑟夫·熊彼特在《经济发展理论》一书中提出的"创新理论"指出:技术不断创新,产业不断变迁,出现所谓的"创造性破坏",是现代经济增长的最重要本质。十九大报告指出,创新是引领发展的第一动力,要把创新摆在国家发展全局的核心位置,坚持走中国特色自主创新道路,实施创新驱动发展战略。因此,随着产品更新迭代周期越来越短,任何一个行业要想实现质的
    关键词:生态建材;一站式服务;
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