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中国加大对房地产、投资和消费的政策支持-Greater China Materials- Weekly Monitor China steps up policy support for property, investment and consumption
2026-10-21 18:37
October 2, 2026 02:26 PM GMT Greater China Materials | Asia Pacific Weekly Monitor: China steps up policy support for property, investment and consumption Key Takeaways Base metals: Shanghai copper prices inched down 0.7% while inventories fell 17.8% WoW. Shanghai aluminum prices inched down 0.9% and inventories slipped 5.6% compared to a week ago. Battery metals: Domestic industrial- and battery-grade hydroxide prices decreased 7.9% and 7.9% WoW, respectively. Industrial- and battery-grade lithium carbonat ...
中国材料-四季度展望：加息期间应买什么？China Materials-4Q26 Outlook What To Buy During The Rate Hike Period
2026-10-21 18:37
October 6, 2026 09:00 PM GMT Greater China Materials | Asia Pacific 4Q26 Outlook: What To Buy During The Rate Hike Period During the rate hike period we prefer stocks in our Materials coverage with greater earnings visibility and higher dividend yields. We also see attractive entry points in copper and gold stocks following the recent correction. Our preferred stocks: Zijin Mining A&H, CMOC, MMG, Zijin Gold Int'l, China Jushi, Grace Fabric, Huaxin Building Materials A&H, JL Mag, CGN Mining, Kazatomprom. Cop ...
中国材料-四季度展望：建筑材料板块的投资启示- China Materials -4Q26 Outlook Equity Implications Building Materials
2026-10-21 18:37
October 6, 2026 09:00 PM GMT Greater China Materials | Asia Pacific 4Q26 Outlook: Equity Implications: Building Materials The building materials space remains under pressure from the continued decline in property demand. Potential property stimulus may improve late-cycle building materials demand. Completed-sales model to weigh on developers' sales and returns: While the near-term impact on saleable resources is limited, greater uncertainty could make developers more cautious on launches and land acquisitio ...
1-9月房地产链数据解读
2026-10-21 18:36
1-9 月房地产链数据解读 20261019 房产价格转正信号初现，建筑建材聚焦结构性机会与财报风险 摘要 上海 9 月二手房价格同比转正，早于市场预期，标志市场底曙光出现， 京深转正时点有望提前。 市场集中度快速提升，前 20 城拿地额占比达 68%，预计 3 年内核心城 市销售占比将达 75%-80%以实现总量稳定。 2026 年销售额预计缩量至 7 万亿，投资增速维持-20%低位，2027 年 下半年供给端或受预售制度冲击。 建筑行业前三季度投资全面负增长，建议 11 月前逢高减持以规避财报 风险，长期受人口下行压力基本面承压。 广东水泥受环保督察及错峰停产驱动价格上涨，塔牌集团、海螺水泥等 高股息龙头受益于区域供给优化。 玻纤电子薄纱供给紧缺触发提价，消费建材交易重心转向中长期格局与 估值性价比，玻璃行业面临旺季末去库压力。 Q&A 2026 年前三季度房地产市场的核心特征是什么，尤其在房价预期和市场结构 方面有哪些值得关注的积极信号？ 2026 年前三季度房地产市场呈现出几个关键特征，其中最显著的积极信号是 重点核心城市二手房价格预期的转变。具体来看，上海 9 月份的二手房价格已 实现同比正增长，这 ...
