From April to new investment projects country since the fierceness of examining and approving the pace to see, a new round of incoming investment plan. Although the central has clearly not issued by the end of the year as 08 May that large scope, the scale of the 4 trillion investment policy, but the country to new investment project examination and approval of the acceleration, or let people have a lot to look forward to. We all know, in the downstream demand under the control of long-term weakness, steel in procession down already for a long time, a better economy, downstream the boom of industry picks up, this became the businessman most looking forward to matter. Recently, the state council meeting of the standing committee sent clear signals for the advance "1025" planning major project implementation on schedule, will start as soon as possible a batch of concerning the overall situation, DaiDongXing strong items, this to the market brought the big to boost.
Infrastructure, held last week in the executive meeting, the meeting stressed continue to support growth on the relevant policies and measures, including the "1025" of railway, energy saving, western infrastructure project implementation of the related to. The meeting held, causing the market to start a number of major concerned of the state council of the construction of the project investment expected, and gradually to increase. Now to the national development and reform commission has quietly at all levels to speed up the infrastructure investment project examination and approval rate, although there will be more clean energy projects were approved, but now most of sharing project are still concentrated in steel, construction, etc.
From a recent baosteel and the part of the project of wisco approved situation, the steel this year are still expected to is grand opera. According to information, recently, baosteel zhanjiang and wuhan steel final project approved fangcheng port, in addition, the airport, railway, power plants, also be the main body of the approved projects. So far, although a new round of investment plan may not "4 trillion" overpowering momentum, but the news on short-term market, there are still significant results, in June, the steel demand is expected to be pulling the downstream.
Water conservancy construction, the recent related policy the good stimulation, the two days of the water conservancy construction plate appear rallied and plate net capital of 336 million yuan. Clinch a deal amount is 2.751 billion yuan, the volume of 3.04 million shares, a recent performance obviously enlarged. "1025" period, is our country greatly increase in water conservancy, water conservancy construction obvious turn the key period of lag. Preliminary estimates by the market, "1025" period, the national water conservancy construction total investment scale of about 2 trillion yuan, of which the central investment of 1 trillion yuan or so. Water conservancy project will use many of steel, water conservancy construction at present already entered the growth phase, and the steel demand will also be gradually increasing, opinion, no matter how steel industry can have certain by the.......
Finally, there is an important industry have to mention, that is engineering construction, particularly in the real estate construction, it is understood that in just need to entering the market, the impact of new home sales may Beijing back to control level before, the national 54 typical cities in early 2011 and clinch a deal has accumulated a new regulation of record high since monthly. 28,, the Chinese index academy of the new report released last week, the national property market clinch a deal the upward trend continues. Statistics show that more than 6 into urban property market last week clinch a deal is all week year-on-year rise. Key in the city, guangzhou, Shanghai clinch a deal last week only weeks are up falling, the rest of the city are rising. Some say in the new round of investment plan drive, the real estate industry is expected to picking up, but, 29, the national development and reform commission of hunan province in the economic situation in the spirit of the symposium transfer, clearly could not loose real estate policy, now will only presetters fine-tuning. We think that, in the new round of investment plan under boosted in May, although the property market appeared some signs of buoyancy, but 限购 etc adjustment and control policies enforcement is still strong, and the housing stock is still too large, the housing does not exist rebound sharply foundation. So, as the steel industry support industry, real estate may be difficult to send force this year, even though the new investment plans to boost property market must be of buoyancy, but the real estate industry to completely to rebound, conditions are still inadequate.
More comprehensive view, the author holds that in the new round of investment plan drive, the steel industry or are expected to enjoy red in the month of June. We know, since April, the country has been accelerated in the engineering project examination and approval, we are looking forward to the stimulus can provide a boost to the domestic economy in improving, the steel industry is even more so. Europe debt crisis since last year since the outbreak of the steel industry of steel demand of downstream begin to slow down, steel industry excess capacity of the contradiction between. At present domestic crude steel production is a modest downturn, if downstream demand can keep up with the word, so to uplink channel steel price late are assured.
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