Infrastructure investment is growing rapidly! How can cement enterprises control the future in the changing market?

From January to April, the national real estate development investment dropped by 6.2%, and the real estate investment has gradually decreased. On the contrary, as one of the three carriages of fixed assets investment, infrastructure investment plays an increasingly prominent role in supporting cement demand. In the first four months of

this year, infrastructure investment increased by 8.5%, 2 percentage points higher than same period last year. Compared with other investment areas, infrastructure investment has stimulated the growth of the whole investment. In the first four months of this year, the proportion of infrastructure investment in fixed assets investment has reached 36%, and the contribution rate to investment growth has reached 71%. It can be seen that this year's incremental demand from the investment side is mainly driven by infrastructure. In terms of

infrastructure structure, the largest demand for cement is mainly concentrated in highways, railways and municipal roads. Railways and highways account for 45% of the demand for cement in the infrastructure sector, which has a very significant pulling effect on the demand for cement and plays a certain hedging role in the current decline in cement consumption in the real estate sector. As an important part of the national strategy, the construction investment of

infrastructure has always been the focus of the national economic policy. According to the stable economic policy of the country, it can be expected that the intensity of infrastructure investment will be maintained in the future, which will provide more long-term and stable support for cement demand.

Generally speaking, the importance of infrastructure investment to cement demand this year is beyond doubt. In the current market situation, cement enterprises need to be sensitive to identify the changes in infrastructure investment this year compared with previous years, strengthen market analysis and forecasting, and timely adjust business policies to maximize benefits.

On Wednesday, Zheng Jianhui, a senior analyst and director of China Cement Network Cement Big Data Research Institute, will conduct in-depth analysis and discussion on the quantity, scale and distribution of infrastructure investment this year to help cement enterprises control the pulse of the market.

In addition, Wei Yu, a glass analyst at China Cement Network Cement Big Data Research Institute, and Lin Jiayi, a concrete analyst, will also conduct in-depth analysis and discussion on the recent development trend of the glass industry and the commercial mixing industry. & nbsp;

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