Petrochemical product prices have strengthened;financial attributes are improving Buy: Set to enter a multiple expansion phase Beware of new tightening in Tier-1 cities Government warning against excessive use of leverage in T-1 cities Short list for Anglo long walls Daily prices and news:US imposes duty on cold-rolled steel imports Working capital – the offline angle China Cement Industry Database Homantin land sales showed good discipline by major developers February sales data:Jan-Feb combined sales point to a challenging 1Q16

浩吉铁路大受益，静待水火风光煤齐共振 2019年半年报点评：多项业务稳步发展，持续布局军工信息化 中报点评：实施创新驱动 稳步并购和转型升级并举 2019年半年报点评：时间频率产品军用龙头，中报业绩稳中有升 2019年半年报点评：中报数据显现优质业绩，整车装备订单展示增长势头 中报点评：工业保持快速增长，商业龙头效应凸显 业绩稳健增长，基建投资回暖受益 业绩稳步提升，“一带一路”和基建受益 业绩如期快速增长，区域建设受益 长期保障销售能力逐渐体现，机制改革红利释放