【內容梗(geng)概(gai)描訴】本(ben)期(qi)(qi)(qi)中(zhong)小市值主(zhu)題關(guan)注:建(jian)(jian)(jian)筑裝(zhuang)飾(shi)(shi)行(xing)(xing)業(ye)(ye)。建(jian)(jian)(jian)筑裝(zhuang)飾(shi)(shi)行(xing)(xing)業(ye)(ye)具(ju)有三個(ge)特(te)點:首先,建(jian)(jian)(jian)筑裝(zhuang)飾(shi)(shi)行(xing)(xing)業(ye)(ye)是(shi)一個(ge)成長(chang)性(xing)(xing)行(xing)(xing)業(ye)(ye)。它的成長(chang)性(xing)(xing)來(lai)(lai)自兩個(ge)方(fang)面,其(qi)一:需求旺盛;其(qi)二:內生增長(chang)。目前,普(pu)遍認(ren)(ren)為(wei),在(zai)未來(lai)(lai)的幾年,建(jian)(jian)(jian)筑裝(zhuang)飾(shi)(shi)行(xing)(xing)業(ye)(ye)仍將維持(chi)較(jiao)高的增長(chang)速度。其(qi)次,建(jian)(jian)(jian)筑裝(zhuang)飾(shi)(shi)行(xing)(xing)業(ye)(ye)是(shi)一個(ge)弱周(zhou)期(qi)(qi)(qi)行(xing)(xing)業(ye)(ye)。相(xiang)對(dui)于制造(zao)業(ye)(ye)企業(ye)(ye)而言,工程企業(ye)(ye)的資(zi)本(ben)性(xing)(xing)支出較(jiao)少,定(ding)價方(fang)式(shi)一般采用成本(ben)加(jia)成法,因此利潤率比較(jiao)穩定(ding)。最后(hou)(hou),建(jian)(jian)(jian)筑裝(zhuang)飾(shi)(shi)行(xing)(xing)業(ye)(ye)是(shi)一個(ge)后(hou)(hou)周(zhou)期(qi)(qi)(qi)行(xing)(xing)業(ye)(ye)。建(jian)(jian)(jian)筑裝(zhuang)飾(shi)(shi)行(xing)(xing)業(ye)(ye)與固定(ding)資(zi)產投資(zi)密切相(xiang)關(guan),尤其(qi)是(shi)房地(di)產投資(zi),在(zai)經濟周(zhou)期(qi)(qi)(qi)上要滯后(hou)(hou)于房地(di)產,因此是(shi)一個(ge)后(hou)(hou)周(zhou)期(qi)(qi)(qi)行(xing)(xing)業(ye)(ye)。2)我們認(ren)(ren)為(wei),中(zhong)期(qi)(qi)(qi)來(lai)(lai)看,建(jian)(jian)(jian)筑裝(zhuang)飾(shi)(shi)行(xing)(xing)業(ye)(ye)更多的體現(xian)成長(chang)性(xing)(xing)特(te)征(zheng),長(chang)期(qi)(qi)(qi)來(lai)(lai)看,建(jian)(jian)(jian)筑裝(zhuang)飾(shi)(shi)行(xing)(xing)業(ye)(ye)將走向成熟,弱周(zhou)期(qi)(qi)(qi)和后(hou)(hou)周(zhou)期(qi)(qi)(qi)特(te)征(zheng)將成為(wei)主(zhu)要特(te)征(zheng)。

• 分級：行業資訊
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• 正式發布周期：2012-11-23 17:01
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