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.
摩根士丹利看淡中国建材行业
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摩根士丹利认为中国第二季度的建材价格仍将低于第一季度，由于地产开发商的建筑活动放慢，预计第二季度建材市场季节性复苏步伐慢于常年。