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重霾掀起环保限产风暴 钢铁水泥等多行业现投资机遇
  • 重霾掀起环保限产风暴 钢铁水泥等多行业现投资机遇
  • 2016年12月22日来源:中国证券报

提要:环保停限产措施有助于改善钢铁、水泥、焦化等行业的供求关系。业内人士认为,对于水泥行业,在今年需求同比小幅增长的情况下,供应削减将大幅改善供求关系,推动水泥价格超预期上涨。根据此次治理大气污染的政策措施,钢铁行业执行的是未达标企业停产,整体上有助减轻四季度供给压力。

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