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除水泥价格上涨因素外,我们认为房地产新开工面积快速上升和水泥产能限制政策的出台是水泥股价上涨的两大促发因素。产能限制政策的出台,对行业构成重大利好。
In addition to cement price increases, we think the rapid rise of newly started real estate and the introduction of cement production capacity restriction policies are the two major triggers for cement price hikes. The promulgation of the production capacity restriction policy poses a significant positive impact on the industry.