29.33% year-on-year growth in sales. 1 quarter cement clinker total sales reached MBT Fanaka the last year, the year-on-year 1352 tons, increased 29.33% 507 tons. Worth mentioning is that companies to ensure that hubei market price, to the company in quarter of the main production of hubei area on the effects of restricting output, effects of restricting output amplitude in 20 tons, with the last quarter of changyang county and xiangfan takeover of the production line in hubei after sales for 330 million tons, and last year flat. New increment mainly from yunnan, hunan, sichuan, Tibet capacity in this year's full play.
Prices are rising over the cost, but price rise is bigger, c.m ascending 15 percent. 1 quarter company product prices and unit costs are rising over. Prices are the main reasons why the energy saving and emission reduction is known after last year between enterprises in the quarter, collaborative strengthen common shut-down overhaul, to ensure the implementation of high level, the company product in comprehensive price keep tax 357 yuan/ton, a quarter rises 6-7 yuan. And the cost rise it is because of the coal prices and company active effects ofmbt shoes usa restricting output unit after fixed costs increase. Due to the price increase was in 25%, the unit cost increase was for 10% gross margin, the company increases about 15 white point. Unit from the last quarter gross 37.85 yuan this year to raise the quarter 78.82 yuan;
Subsequent boom still depend on demand side. We think the macro-control weaker led to the present high inflation and cement industries of high prosperity continues. The so-called "price alliance" just in this context maintaining this top supplement the profitability of the industry factor which affect the function of the boom is "perfect", rather than "reach". Therefore the future trend of cement plate depends on the effect of macroeconomic regulation and control of cement appeared right; the effects of the demand
Give "recommend" investment rating. We expect, the company 11 - after 13 years of diluted EPS MBT Shuguli respectively 2.41 dollars arose 2.53, 2.3 and. Currently about 20 times more reasonable, given the basic price-earnings ratio of investment "recommended" rating. (malign securities)
Prices are rising over the cost, but price rise is bigger, c.m ascending 15 percent. 1 quarter company product prices and unit costs are rising over. Prices are the main reasons why the energy saving and emission reduction is known after last year between enterprises in the quarter, collaborative strengthen common shut-down overhaul, to ensure the implementation of high level, the company product in comprehensive price keep tax 357 yuan/ton, a quarter rises 6-7 yuan. And the cost rise it is because of the coal prices and company active effects ofmbt shoes usa restricting output unit after fixed costs increase. Due to the price increase was in 25%, the unit cost increase was for 10% gross margin, the company increases about 15 white point. Unit from the last quarter gross 37.85 yuan this year to raise the quarter 78.82 yuan;
Subsequent boom still depend on demand side. We think the macro-control weaker led to the present high inflation and cement industries of high prosperity continues. The so-called "price alliance" just in this context maintaining this top supplement the profitability of the industry factor which affect the function of the boom is "perfect", rather than "reach". Therefore the future trend of cement plate depends on the effect of macroeconomic regulation and control of cement appeared right; the effects of the demand
Give "recommend" investment rating. We expect, the company 11 - after 13 years of diluted EPS MBT Shuguli respectively 2.41 dollars arose 2.53, 2.3 and. Currently about 20 times more reasonable, given the basic price-earnings ratio of investment "recommended" rating. (malign securities)
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