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華潤水泥委余忠良為副董事長兼執董 @ 2012-05-05T19: Back Hot News
Keyword:水泥
Concept:目標6500萬 , 今年首季水泥售價
    今年中央稍降GDP增長目標,華潤水泥在基建上會否減少,或是幅度為何?劉忠國表示,過往幾年內地的GDP增幅常出現超目標,如預期8%至-9%,結果還是較預期更高。今年定為7.5%,是方向性指標,而非絕對性指標。環顧全球,很少國家能有這樣的增長。而GDP最終會增8%。這8%中,過往有三頭馬車,即來自消費、出口及投資。消費帶來的增長在3.5%至4%;出口在國際環境差下,對經濟增長難有大貢獻。剩下的近4%,要靠投資來帶動。由國家來做的,自然與民間不一樣,應是以基建為主。例如道路、鐵路、水利各方面都有一定投資。水泥則是這些工程的必需品。從實用性來說,水泥使用比鋼材要便宜,相信建設也是以水泥為主。如果要帶動3.5%至4%增長,估計固定資產需要增加18%至20%。去年是23.6%;前年則達31.2%,已明顯放緩,亦符合國家放慢增長的政策。水泥在這近兩成增幅中,大約亦占8%至10%。去年中國水泥生產約20.8億噸。今年增長8%,即約1.6億噸的需求增長。令總體需求達到22.5億噸。

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