建材行业跟踪报告：“双紧”预期致股价与基本面背离，继续看好水泥、玻璃

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1、行业研究〃建材行业2目录1.水泥行业....................................................................................................................51.1上周价格及库存动态........................................................................................51.2上周煤炭价格动态..........................

2、...............................................................101.3行业观点........................................................................................................111.4板块投资逻辑......................................................................................

3、...........112.玻璃行业..................................................................................................................132.1上周价格及库存动态......................................................................................132.1.1浮法玻璃价格及库存动态......................

4、...............................................132.1.2光伏晶硅片及组件价格动态.................................................................142.2浮法玻璃分区域价格及库存动态....................................................................142.3浮法玻璃原材料及燃料成本情况....................................

5、................................172.4行业观点........................................................................................................183.新型建材..................................................................................................................203.1我

6、们的观点....................................................................................................203.2玻纤价格走势.................................................................................................203.3原材料价格走势.................................................

7、............................................204.精选个股..................................................................................................................235.风险提示...................................................................................................

8、...............24请务必阅读正文之后的信息披露和法律声明14171437/30242/2017122016:46行业研究〃建材行业3图目录图1各地区高标号水泥价格