中国材料_ 2024 年第四季度展望 – 股权影响_ 建筑材料

M Idea China Materials | Asia Pacific September 24, 2024 09:01 PM GMT Source: Morgan Stanley Research. Note: Pricing as of Sep 23, 2024. 4Q24 Outlook – Equity Implications: Building Materials In the absence of a near-term demand recovery, we view supply discipline as the alternative. Cement - declining demand but potentially better industry self-discipline: Both Conch and CNBM expect cement demand to decline 8-10% YoY in 2024. However, leading producers are actively pushing for more price hikes for the peak ...