天风证券：玻璃停产预期提振价格关注水泥错峰及高端电子布景气

财中社12-03 12:26

12月3日，天风证券发布建筑行业研报。近期传统建材供给端出现一定改善迹象。玻璃方面，根据卓创资讯，11月份停产及冷修生产线7条，日熔量环比减少5400吨，此外改产线5条，而随着行业亏损压力加大，下月或仍有停产及冷修预期，上周浮法玻璃价格止跌企稳，在停产预期提振下，市场提货情绪好转，短期认为浮法玻璃价格或局部反弹，关注后续供应端变化及生产商去库情况。水泥方面，北方大部分省份已经开始执行采暖季错峰生产...

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天风证券：玻璃停产预期提振价格 关注水泥错峰及高端电子布景气

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天风证券：玻璃停产预期提振价格关注水泥错峰及高端电子布景气