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从应收款项增速看,防水材料和建筑涂料板块普遍高于其他子板块
从应收款项增速看,防水材料和建筑涂料板块普遍高于其他子板块
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所属报告:
2021年中国地产政策对消费建材行业的影响研究报告(23页).pdf
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凯伦股份防水材料分产品毛利率(%)
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2024-06-21
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2021年中国防水材料市场细分产品占比(%)
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2024-06-21
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中国建筑防水材料产量情况(亿平方米,%)
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2024-06-21
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防水材料成本拆分(2017H1)
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2024-05-16
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2021-2023房地产产业链战略诚信供应商·防水材料类首选率
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产业链
2024-03-25
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中国房地产开发企业500强首选防水材料类供应商
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2024-03-18
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头部地产商强势话语权挤占产业链资金,推动地产、建材行业集中度提升。大地产商利用自身在产业链中的强势地位相对建材企业有高议价能力,建材企业往往不得不垫资和放松账期以获取大地产商的青睐从而扩张市场份额。从报表上体现出来的是大地产商的应付款项增多、建材企业的应收款项增多。与此同时,当大地产商挤占建材企业资金后,小地产商寻求建材企业合作时候或被要求预付一部分货款或订金(预付款项增多),或被要求更为严格的账期管控(应付款项减少)。小地产商的融资难度相对更高。在这样的产业链演化之下,大地产商倾轧的不仅是建材企业的资金,也有小地产商的资金,地产行业集中度逐渐提升,并带动建材行业龙头强者更强。
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2021年中国地产政策对消费建材行业的影响研究报告(23页).pdf
2018-2020年瓷砖类500强开发首选供应品牌
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