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国泰海通|建材:中吉乌铁路:一锹水泥一里轨
重要提醒 本订阅号所载内容仅面向国泰海通证券研究服务签约客户。因本资料暂时无法设置访问限制,根据《证 券期货投资者适当性管理办法》的要求,若您并非国泰海通证券研究服务签约客户,为保证服务质量、 控制投资风险,还请取消关注,请勿订阅、接收或使用本订阅号中的任何信息。我们对由此给您造成的 不便表示诚挚歉意,非常感谢您的理解与配合!如有任何疑问,敬请按照文末联系方式与我们联系。 报告导读: 受益于"三山夹两盆"的地理优势,新疆区域水泥价格维系能力好于全国,同时 中吉乌铁路正式开工,从吉国段到中国段,有助于提升疆内及吉国本土水泥需求。 给予"增持"评级。 受益于"三山夹两盆"的地理优势,新疆区域水泥价格维系能力好于全国。同时中吉乌 铁路正式开工,从吉国段到中国段,有助于提升疆内及吉国本土水泥需求。 新疆:供给格局稳固,行业低谷期水泥价格领跑全国。 需求端, 2025 年 1-6 月新疆固投增速 13.0% ,新 疆水泥产量 1946 万吨,同比 +5.4% ,增速跑赢全国 9.7pcts 。供给端,受益于新疆"三山夹两盆"和绿洲经 济的地域特征,疆内外跨区水泥流动显著低于其他区域,错峰执行效果领先全国,根据数字水泥网 ...
国家铁路局局长费东斌会见乌兹别克斯坦铁路股份公司董事长
news flash· 2025-05-09 07:57
Core Viewpoint - The meeting between the Director of the National Railway Administration of China and the Chairman of Uzbekistan Railways focused on enhancing railway cooperation between China and Uzbekistan, particularly in the context of the China-Kyrgyzstan-Uzbekistan railway project [1] Group 1: Project Development - The China-Kyrgyzstan-Uzbekistan railway project is currently progressing steadily, with expectations for improved connectivity between China and Uzbekistan [1] - The Chinese National Railway Administration is willing to provide technical support for the construction and operation of the China-Kyrgyzstan-Uzbekistan railway project [1] Group 2: Talent and Equipment Cooperation - There is an emphasis on strengthening railway talent training and exchange cooperation between China and Uzbekistan [1] - The Chinese side supports its enterprises in actively participating in the Uzbek railway equipment market [1] Group 3: Bilateral Relations - Both parties expressed a commitment to deepen practical cooperation in railway development to better benefit the peoples of both countries [1] - The Chairman of Uzbekistan Railways acknowledged China's significant achievements in railway construction and expressed a desire to enhance discussions and cooperation on the railway project [1]
中吉乌铁路重点控制性工程开工建设
news flash· 2025-04-29 09:12
Core Viewpoint - The construction of key control projects for the China-Kyrgyzstan-Uzbekistan railway, specifically the Fergana Mountain, Naryn No. 1, and Koshteber No. 3 tunnels, has officially commenced, marking a significant advancement into the substantive construction phase of the main line of the railway project [1] Group 1 - The construction start date is April 29, 2023, at 10:00 local time in Kyrgyzstan, which corresponds to 12:00 Beijing time [1] - The project is a crucial infrastructure initiative aimed at enhancing connectivity between China, Kyrgyzstan, and Uzbekistan [1]