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
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摩根士丹利認為中國第二季度的建材價格仍將低於第一季度，由於地産開發商的建築活動放慢，預計第二季度建材市場季節性復蘇步伐慢於常年。