The most potential four major new building materials in 2011

During the "12th Five-Year Plan" period, there are still many opportunities for investment in traditional building materials. The traditional industry will take the acquisition and merger as the theme, the industry concentration will further increase, and the large-scale leading companies will benefit; the building materials industry will transition from the simple raw material supply to the component production, and the deep processing of building materials (concrete, special glass, gypsum board, etc.) will be faster. Development; In response to the "low-carbon" economy, new building materials will be full of opportunities; in addition to the development of strategic emerging industries, the support of high-end machinery and equipment in the process of industrial upgrading will lead to the rapid industrialization of high-performance fiber composite materials.

Cement: With investment opportunities, there will be large opportunities for cement in the long term. Uncertain factors for cement will increase next year. The new demand for cement will show a significant decline, and it is expected to fall back to around 8%. However, cement investment, which is still high in 2010, may continue to release more cement production capacity in 2011. By 2012, new supply of cement will be effectively reduced, and actual new supply and new demand will begin to mutate. From a medium-term perspective, large-scale cement groups will accelerate the promotion of mergers and acquisitions with policy support. There will be a pattern of coordinated control between two or three companies across all regions. In the medium to long term, cement may start to enter a stronger and longer boom rise channel. Focus on the eastern and central regional cement companies.

Glass: The industrial chain of deep processing glass and special glass flat glass will be further extended. The glass industry will develop high-quality, green, multi-functional, high-value-added, high-tech processing products. The original glass products will be made from final consumer goods. Main-to-intermediate products are the main conversion; the demand for high-tech special glass such as TCO conductive glass and high-generation flat panel display substrate glass will show a significant upward trend. Continue to focus on deep-processing glass and specialty glass companies.

Refractory Materials: Integrate and Extend the Industrial Chain to Create Opportunities Small industries such as refractory materials will usher in the consolidation period of mergers and reorganizations; and from the simple supply of products, we will gradually provide services to downstream users and extend the industrial chain to upstream raw material development. In order to cope with the "low-carbon" economy, new building materials will be filled with opportunities. New building materials and leading refractories companies are full of opportunities.

Non-metallic new materials: ushering in the high-speed development period At the new material seminar this year, we recommended new varieties of non-metallic new materials, and the policy support will be greater in the “Twelfth Five-Year Plan” period. The opportunity for large-scale industrialization of some new material varieties has already arrived, and it will also be our continuously recommended variety. Specific attention can be focused on three major categories: First, high-performance fiber composite materials, such as China's glass fiber (glass fiber), Shenzhen Hui Cheng (polyimide fiber), Sinosteel G carbon (carbon fiber); Second, new energy Materials, such as China Aviation Sanxin (special glass), CSG A (solar energy industry chain), Sinoma Technology (wind power blades); Third, new building energy-saving materials, such as Beixin building materials (gypsum), China Aviation Sanxin (Low -E glass), CSG (LOW-E glass).