今年支持水泥需求的几大因素都有向好的迹象,另外,国家对环保要求日趋严格,也利好企业进行行业整合,提高集中度,改善盈利水平。预计从二季度开始大型龙头水泥企业和区域重点水泥企业的盈利情况会逐步转好。基建投资占到水泥总需求的40%,基建投资的快速增长将有效带动水泥需求。最新公布的一季度数据显示,铁路基建投资实现了快速增长,公路建设固定资产投资完成额在维 Several major factors supporting cement demand this year have shown signs of improvement. In addition, the state has increasingly stringent environmental protection requirements and is also good for enterprises to consolidate their industries, improve concentration and improve profitability. It is estimated that the profitability of large-scale leading cement enterprises and key regional cement enterprises will gradually get better from the second quarter onwards. Infrastructure investment accounts for 40% of the total cement demand. The rapid growth of infrastructure investment will effectively drive demand for cement. The latest quarterly data released show that rapid growth of railway infrastructure investment has been achieved. The amount of investment in fixed assets in highway construction has been completed in the dimension