We believe that there are still more opportunities for investment in traditional building materials during the 12th Five-Year Plan period. The traditional industry will take the acquisition and merger as the theme, the industry concentration will further increase, and the large-sized leading companies will benefit; the building materials industry will be over-simplified from the simple raw material supply to the over-production, and the deep processing of building materials (concrete, special glass, gypsum board, etc.) will be faster. Development; In response to the "low-carbon" economic new building materials will be full of opportunities; In addition the development of strategic emerging industries, industrial upgrading process support for high-end machinery and equipment will give birth to the rapid industrialization of high-performance fiber composite materials.
Cement: Regional cement has investment opportunities, and there is a big opportunity for the industry in the long term. We believe that cement will increase uncertainties next year. The new demand for cement will show a significant decline, and it is expected to fall back to around 8%. However, cement investment, which is still high in 2010, may continue to release more cement production capacity in 2011. By 2012, the new supply of cement will be effectively reduced, and the power of actual new supply and new demand will begin to mutate. From a medium-term perspective, large-scale cement groups will accelerate the promotion of mergers and acquisitions under the support of policies. There will be a pattern of coordination and control between two or three companies across all regions. In the medium to long term, cement may start to enter a stronger and longer boom rise channel. Focus on the eastern and central regional cement companies.
Glass: The industrial chain of deep processing glass and special glass flat glass will be further extended. The glass industry will develop high-quality, green, multi-functional, high-value-added, high-tech processing products. The original glass product will be the final consumer product. Mainly to the intermediate products for the main transformation; demand for TCO conductive glass, high-tech flat panel display substrate glass and other high-tech special glass will continue to rise significantly. Continue to focus on deep processing glass and specialty glass companies.
Refractory materials and new building materials, etc.: Integrate and extend the opportunity of creating industrial chain The sub-sectors such as refractory materials will usher in the integration period of mergers and reorganizations; and from the simple supply of products, they will gradually provide services to downstream users and the development of upstream raw materials. Extend the industrial chain. In order to deal with the "low-carbon" economic new building materials will be full of opportunities. New building materials and leading refractories companies are full of opportunities.
Non-metallic new materials usher in a period of rapid development We have recommended new varieties of non-metallic new materials at this year's mid-year new materials symposium, and policy support will be greater in these areas during the “Twelfth Five-Year Plan†period. The opportunity for large-scale industrialization of some new material varieties has already arrived, and it will also be the kind we continue to recommend. Specific attention can be focused on three major categories: First, high-performance fiber composite materials, such as China's glass fiber (glass fiber), Shenzhen Hui Cheng (polyimide fiber), Sinosteel G carbon (carbon fiber); Second, new energy Materials, such as China Aviation Sanxin (special glass), CSG A (solar energy industry chain), Sinoma Technology (wind power blades); Third, new building energy-saving materials, such as Beixin building materials (gypsum), China Aviation Sanxin (Low -E glass), CSG (LOW-E glass).
Cement: Regional cement has investment opportunities, and there is a big opportunity for the industry in the long term. We believe that cement will increase uncertainties next year. The new demand for cement will show a significant decline, and it is expected to fall back to around 8%. However, cement investment, which is still high in 2010, may continue to release more cement production capacity in 2011. By 2012, the new supply of cement will be effectively reduced, and the power of actual new supply and new demand will begin to mutate. From a medium-term perspective, large-scale cement groups will accelerate the promotion of mergers and acquisitions under the support of policies. There will be a pattern of coordination and control between two or three companies across all regions. In the medium to long term, cement may start to enter a stronger and longer boom rise channel. Focus on the eastern and central regional cement companies.
Glass: The industrial chain of deep processing glass and special glass flat glass will be further extended. The glass industry will develop high-quality, green, multi-functional, high-value-added, high-tech processing products. The original glass product will be the final consumer product. Mainly to the intermediate products for the main transformation; demand for TCO conductive glass, high-tech flat panel display substrate glass and other high-tech special glass will continue to rise significantly. Continue to focus on deep processing glass and specialty glass companies.
Refractory materials and new building materials, etc.: Integrate and extend the opportunity of creating industrial chain The sub-sectors such as refractory materials will usher in the integration period of mergers and reorganizations; and from the simple supply of products, they will gradually provide services to downstream users and the development of upstream raw materials. Extend the industrial chain. In order to deal with the "low-carbon" economic new building materials will be full of opportunities. New building materials and leading refractories companies are full of opportunities.
Non-metallic new materials usher in a period of rapid development We have recommended new varieties of non-metallic new materials at this year's mid-year new materials symposium, and policy support will be greater in these areas during the “Twelfth Five-Year Plan†period. The opportunity for large-scale industrialization of some new material varieties has already arrived, and it will also be the kind we continue to recommend. Specific attention can be focused on three major categories: First, high-performance fiber composite materials, such as China's glass fiber (glass fiber), Shenzhen Hui Cheng (polyimide fiber), Sinosteel G carbon (carbon fiber); Second, new energy Materials, such as China Aviation Sanxin (special glass), CSG A (solar energy industry chain), Sinoma Technology (wind power blades); Third, new building energy-saving materials, such as Beixin building materials (gypsum), China Aviation Sanxin (Low -E glass), CSG (LOW-E glass).