【摘 要】
:
目前,水泥板块估值足够安全,进入中长期投资价值区间。灾后重建、保障房建设、落后产能淘汰和并购重组四大事件的陆续上演,将成为水泥股超跌反弹的催化剂。
At present, the
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目前,水泥板块估值足够安全,进入中长期投资价值区间。灾后重建、保障房建设、落后产能淘汰和并购重组四大事件的陆续上演,将成为水泥股超跌反弹的催化剂。
At present, the valuation of cement blocks is safe enough to enter the long-term investment value range. Post-disaster reconstruction, protection of housing construction, outdated capacity and mergers and acquisitions were eliminated after the four major events staged, cement stocks will be oversold bounce catalyst.
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