Reform of the household registration system urbanization is expected to catalyze

After the closing of the Central Economic Work Conference, and sets apart the central work conference urbanization, relevant ministries related policies is rapidly advancing, the 18th authoritative media reported the news will form a new household registration system by 2020.

Insiders said: The new timetable for the reform of the household registration system is determined, as new urbanization has made important foreshadowing. On the 18th, the two cities of construction machinery sector stocks were active, or mean lonely awaited construction machinery and building materials in the cement industry will usher in a new round of economic cycle and become next year's "White Horse Unit."

The cement industry optimistic about next year volume and price go

UBS Investment Liu Dongsheng Description: Data from the industry point of view, from January to November of cement-related needs investment growth (real estate investment and infrastructure capacity investments) grew by 21.9%, with an upgrade to 10 months year on year growth of 0.2 percentage points compared to continue to remain near historical average. Sub-project perspective, infrastructure investment growth remained stable, the real estate investment growth slightly. It is worth noting that in November the national housing new construction area grew by 11.5%, the growth rate increased 5 percent - the fourth quarter of last year because of the weather, construction area are low, but substantial growth this year, indicating that infrastructure the boom of the rebound.

From January to November, the cumulative cement production grew by 9.2%, the growth rate increased 0.2 percentage points, four consecutive months remained at about 9.0 percent of high cement prices also appeared in the November-than-expected rise. Zhejiang, Jiangsu, Shanghai and Anhui area rose an average of 48 yuan / ton.