一、行业纵览.........................................................................................................................2

1.1宏观...........................................................................................................................................2

1.1.1GDP .............................................................................................................................................2

1.1.2PMI..............................................................................................................................................3

1.1.3CPI、PPI.....................................................................................................................................3

1.1.4M1、M2......................................................................................................................................4

1.2需求...........................................................................................................................................4

1.2.1固定资产投资............................................................................................................................5

1.2.2基础设施建设............................................................................................................................6

1.2.3房地产业....................................................................................................................................6

1.3水泥量价.....................................................................................................................................8

1.3.1产量............................................................................................................................................8

1.3.2价格............................................................................................................................................9

1.4经济效益....................................................................................................................................10

1.4.1成本..........................................................................................................................................10

1.4.2利润..........................................................................................................................................11

1.5资本市场....................................................................................................................................11

1.5.1沪深300及SW水泥制造......................................................................................................11

1.5.2上半年水泥上市公司表现......................................................................................................12

1.6进出口.....................................................................................................................................12

1.7商混...........................................................................................................................................13

1.7.1产量..........................................................................................................................................13

1.7.2价格..........................................................................................................................................14

二、产能动向......................................................................................................................14

2.1投产项目..................................................................................................................................14

2.2停窑情况..................................................................................................................................15

三、本期要闻......................................................................................................................17

3.1财经动态....................................................................................................................................17

3.2产业动态....................................................................................................................................18

3.3企业动态....................................................................................................................................20

中国水泥研究院.................................................................................................................21