目录：
投资摘要 3
行业分析 4
— 分析华东供需状况的改善........................................................................................4
— 市场结构不同..........................................................................................................6
— 水泥价格可能创下新高............................................................................................6
公司页 8
— 海螺水泥H...............................................................................................................9
— Key Call: 中国建材................................................................................................14
— 海螺水泥A.............................................................................................................19
— 华新水泥A.............................................................................................................23