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夹胶钢化玻璃

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2014年建材玻璃急速赛车年度投资策略

2014年建材玻璃急速赛车年度投资策略

急速赛车日期:2017-12-14 急速赛车: 急速赛车:

投资要点:2013年反弹是主旋律

2012NIANDIWOMENCELVEBAOGAODUI2013NIANJISUSAICHEYUCEJIANGZOUCHUFANDAN,JINGGUOYINIANDEJISUSAICHEGUODONG,BOLIJISUSAICHEQINGKUANGLAIKANDEQUESHIZOUCHULEYIGEFANDANZOUSHI。ZHEIGEFANDANTIXIANZAIJIAGEHEMAOLILVDENGJIGEFANGMIAN。JINNIANJIAGECHENGXIANYIGEDANBIANFANDANQUSHI,CHULEGEBADANJIYUEFENDEHUICHE,JINNIANZHENGTIJIAGECHUXIANDANBIANXIANGSHANG,JUNJIAFANDANFUDUWEI1 0%。ZAIJINGGUOQUNIANYIZHENGTIDEPANZHENGHUIDIAOGUOCHENGHOU,JINNIANJIAGEFANDANYIFANGMIANSHIGONGJISHOUSUOHEXUQIUFANDANGONGTONGYINGXIANG,YIFANGMIANSHIQIYEXIEDIAONENGLIYOUJINYIBUJINBU。

XUQIU:YUJI2014NIANDICHANZENGSU16%,QICHEZENGSU10%,ZHENGZENGZHANGDANLVEDIYUJINNIAN

2013NIANSHIJISHANGZHENGTIQINGKUANGBUCUO,ZAIGONGJISHOUSUOXIAXUQIUNENGGOUTONGBIZHENGZENGZHANG,LIANGZHEJIEHEDAIDONGLEJINNIANBOLIFANDAN,JIAGE、MAOLIDOUFANDANLEBUCUOFUDU,QIZHONGJIAGEFANDAN 10%,SHANGSHIBANKUAIMAOLIFANDANZHI25%YISHANG。XUQIUDEHAOZHUANSHILVEWEIYOUXIECHAOYUQI,WOMENYUQIJINNIANFANDANZHUYAOSHIJIYUXUQIUYUQIHEGONGJISHOUSUO,DANSHIDICHANHEQICHEJISUSAICHEDEHAOJINGSHIDEFANDANSUDUHELIDUDOUBUCUO。2014NIANWOMENJIBENPANDUANSHI,XUQIUZHENGZENGZHANGHEGONGJIZHENGZENGZHANGXIADEXINPINGHENG,XUQIUHUIJIXUFANDANDANSHIWOMENRENWEIFUDUBURUJINNIAN。

GONGJI:MINGNIANGONGJIXINZENGSHAO,2014NIANYUJIXINZENGCHANNENG7%JIAOJINNIANDAFUXIAJIANG,DAN2013NIANXIABANNIANXINZENGCHANNENGHAIXUXIAOHUAYUJI2014NIANJIANGTOUCHAN13TIAO.CHANNENG 9900T/D,2013NIANXINZENG19600T/D,XIAJIANGYUE9700T/D;MUQIANZAILENGXIU29TIAO,DUIBI2013NIANLENGXIU39TIAO,XIAJIANG10TIAO。MINGNIANSHIFANGGONGJIYALIJIANGHUIXIAJIANG。DANSHI,2013NIANXINZENGCHANNENGFEICHANGDA,SHANGBANNIANJIBENBEISHICHANGXUQIUZENGZHANGSUOXISHOU,ERXIABANNIANHAIMEIYOUWANQUANJIESHOUSHICHANGKAOYAN,2013NIANXINZENGCHANNENGYUE15%,XUQIUCHANLIANGZENGZHANGYUE12%。2014NIANXINZENGYALIBUDA,XINZENGCHANNENGYUE7%DADADIYUJINNIAN1 5%DESHUIPING,GONGQIUYINGCHUYURUOPINGHENG,YINCIJIAGESUICHENGBENSHANGSHENGHUIYOUTISHENG。

进入补库存库存阶段

ZHEICICONG2011NIAN10YUEKAISHIZHI2013NIAN2YUEJIESHUDEZHUDONGQUKUCUNJIEDUANHAOSHI16GEYUE,JIBENSHANGZHUDONGQUKUCUNJIEDUANMUQIANWANCHENG。MUQIANJINRULEBEIDONGBUKUCUNJIEDUAN,DANJILAI LINDAOZHIXUQIUXIAJIANGTONGSHIJIASHANGXIABANNIANXINSHANG14TIAOXIANDAILAILEYIDINGKUCUNYALI。

TOUZICELVE:

2013NIANDEZENGZHANGBIJIAOQUEQIE,2014NIANXINZENGGONGJIYALIXIAO,TONGSHIXUQIUYOUWANGJIXUBAOCHI ZENGZHANG,DANSHIJINNIANGONGJIYALIRENGHUIKAOYANMINGNIANXUQIU,YUJIMINGNIANJISUSAICHEZHENGTIJIAGEHAIHUIXIAO FUSHANGSHENG,HUOLVEXIAOYUJINNIAN。MINGNIANJISUSAICHEHUOKEYISHIXIANRUOZENGZHANG。LINGWAI,CHENGBENDUANYEYOUTUI DONGJIAGESHANGXINGDEDONGLI。WOMENWEICHIJISUSAICHE“ZENGCHI”PINGJI。

风险提示

TOUZIZENGSUDAFUXIAHUA,JISUSAICHECHANNENGGUOSHENGYANZHONGHEDIAOKONGZHENGCEQUESHI,SHUILIJIANSHEDAFUDIYUYUQI。

TEZHONGBOLIWEI“CHANGESANHAO”PISHANG“HUSHENKAIJIA”

ZAICHANGESANHAOSHENSHANGYOUYICENGTEZHIDE“HUSHENKAIJIA”—KANGFUZHAOBOLIGAIPIANHEOSRERCIFANSHEJINGBOLIJIPIAN,JUXI,ZHEILIANGZHONGTEZHONGBOLISHIYOUQINHUANGDAOXINGJIANTEZHONGBOLIYOUXIANJISUSAICHEZHIZAODE。

XINGJIANTEZHONGBOLIYOUXIANJISUSAICHEZONGJINGLILUYONGGAOSUJIZHE,FEICHUAN、WEIXINGDENGHANGTIANQIZAITAIKONGYUNXINGGUOCHENGZHONG,ZHUYAOYIKAOTAIYANGNENGDIANCHIFANYITIGONGNENGYUAN。DANSHI,RUGUOHANGTIANQISHANGDETAIYANGNENGDIANCHIZHIJIELUOLUZAITAIKONGDEHUA,TAIKONGZHONGCUNZAIDEZIWAIXIANJIGAONENGLIZIJIUHUIJICHUANTAIYANGNENGDIANCHI,ZAOCHENGTAIYANGNENGDIANCHISUNHUAI。ZHEISHIKANGFUSHEBOLIGAIPIANJIUQIDAOLEBAOHUTAIYANGNENGDIANCHIDEZUOYONG,FANGZHITAIYANGNENGDIANCHISHUAIJIAN,QUEBAOFEIXINGQINENGYUANGONGJIANQUAN。

ERTIEZAIFEIXINGQIWAIBUDEOSRERCIFANSHEJINGBOLIJIPIAN,ZEXIANGDANGYUFEIXINGQIWAIWEIDEYICENG“KAIJIA”,QIDAOLEBAOZHENGFEIXINGQIWENKONGXITONGZHENGCHANGYUNZHUAN,PINGHENGQINEIBUJIEGOUWENDUDEZUOYONG。 “CHANGESANHAOJIANGZAIYUEZHOUYUEYE330DUOSHESHIDUWENCHADEHUANJINGLIKAIZHANYUEMIANXUNSHIKANCHA,ZHEIJIUXUYAOKAOOSRERCIFANSHEJINGBOLIJIPIANLAIBAOZHANGZHELUQI、TANCEQIDEZHENGCHANGYUNXING,SHIFEIXINGQIBUHUIYINDUANSHIJIANNEIJIBAISHESHIDUDEWENDUBIANHUAERZAODAOPOHUAI。”

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关键词:中空玻璃,夹胶玻璃,中空玻璃价格

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