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Huatai securitiesplayamericanroulette: Infrastructure investment continues to accelerate, focusing on undervalued central state-owned enterprises and C-end building materials and other sectors Securities Times Company News, Huatai Securities Research News pointed out that investment in infrastructure and manufacturing will continue to accelerate from January to March 2024. In April, with the arrival of the traditional construction peak season, superimposed early policy funds were gradually in place.playamericanroulette...

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Huatai Securities: Infrastructure investment continues to accelerate, focusing on low-valued central state-owned enterprises and C-end building materials and other sectors Securities Times Company News, Huatai Securities Research News pointed out that investment in infrastructure and manufacturing will continue to accelerate from January to March 2024. In April, with the arrival of the traditional construction peak season, combined with the early policy funds, the replenishment of stocks through midstream channels led to a month-on-month improvement in physical quantity. Photovoltaic glass, glass fiber, float glass, and cement started to increase prices one after another. However, due to the relatively surplus supply side, the quality of terminal demand will determine the sustainability of price increases. In the short term, the building materials industry will continue to focus on sectors such as undervalued central state-owned enterprises and C-end building materials.

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