MS Bearish On China Building Materials Sector
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Morgan
Stanley thinks 2Q pricing for China building materials will still be lower than
1Q as it expects 2Q demand seasonal recovery to be weaker than normal years due
to the slowing construction pace of property developers.
摩根士丹利看淡中國建材行業(yè)
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摩根士丹利認(rèn)為中國第二季度的建材價(jià)格仍將低于第一季度，由于地產(chǎn)開發(fā)商的建筑活動(dòng)放慢，預(yù)計(jì)第二季度建材市場季節(jié)性復(fù)蘇步伐慢于常年。