What are the ceramic stocks

Different from cement glass, ceramic tile is a good industry with consumption attributes and light assets. In 2016, China's total output of ceramic tiles was 10.265 billion Ping, with an output value of over 100 billion yuan. The sales volume of each fixed asset of leading ceramic tile enterprises was estimated to be about 4.8 yuan. As one of the main materials of building decoration, ceramic tile industry also has significant consumption attributes. The profit margin and turnover level of Listed Companies in ceramic tile industry are not weak compared with other leading consumer building materials.



At present, China's ceramic industry is facing many problems to be solved, such as: the increase of ceramic export trade friction; the decline of the profit level of small and medium-sized ceramic enterprises; China's ceramic products are mainly concentrated in low-grade products; the rapid growth of ceramic production capacity.



Therefore, it is necessary to provide financial support for technological innovation to promote the transformation and upgrading of ceramic industry, improve the level of product creativity and technological innovation, improve the core competitiveness of ceramic industry, expand the layout of medium and low-end production, promote industry integration, reduce vicious competition, increase capital investment, expand production scale, and realize scale efficiency;. Only by solving the problems from the source and reducing the obstacles for the future ceramic industry, can we create a good investment environment for investors, promote the upgrading of ceramic consumption, drive the steady and good economic growth of the ceramic industry, and realize the sustainable income and expenditure of profits.



Guotai Junan's three judgments on the future of ceramic tile industry are as follows:




1. Multi brand strategy and merger and acquisition or one of the future trends; brand positioning focuses on subdividing categories or building strong brandsFor example, in recent years, Jianyi brand, which focuses on high-end decoration and marble tile positioning, has achieved great success; the ceramic business growth history of Mohawk group, a leading foreign enterprise, is a history of merger and acquisition;




2. Hardbound housing brings about industry change, which is expected to make the second echelon quickly gain scale advantage and catch up; the real estate intensive purchasing customer purchasing set Among them, the scale advantage of ceramic tile production may be brought into play due to limited varieties and large single volume; the annual purchase scale of each company of Vanke, Hengda and country garden is estimated to be about 25-30 million square meters, and the unit cost is expected to significantly decrease and regain the scale advantage;




3. Environmental protection or the promotion of industry concentration; the building ceramic industry is typical of high energy consumption and high emission High pollution industries consume a large amount of minerals and energy in the production process. Strict environmental protection policies are bringing about industry reshuffle. According to the survey, the proportion of clean energy used in the energy structure of the industry is relatively low (roughly estimated that the proportion of natural gas used is less than 10%), and there is much room for improvement in the future, which will promote the industry concentration.



How many ceramic concept listed companies?



There are 18 listed companies of ceramic concept, 7 of which are listed on the Shanghai Stock Exchange and 11 of which are listed on the Shenzhen Stock Exchange.



1. Great Wall group 300089 company is mainly engaged in the R & D, design, production and sales of creative art ceramics. It has successfully built its own brand of "Great Wall". It is a leading enterprise in the domestic art ceramic industry.



　　2、The business scope of Gaochun ceramics 600562 company includes the manufacturing and sales of domestic ceramics, industrial ceramics, other ceramic products and related products



3, * ST Guanfu 002102 company's main business is the development, production and sales of daily-use ceramics, as well as the sales of household goods. The company has successively developed 7 kinds of porcelain, namely, color porcelain, heat-resistant porcelain, bone lithium porcelain, light porcelain, lapis, celadon porcelain and jade porcelain.



4. Kaier Xincai 300234 company focuses on the R & D and production of new functional enamel materials in the field of high-end enamel

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What are the ceramic concept stocks? Ceramic concept stock list




Songfa shares (Stock Code: 603268) Jiuwu high tech (Stock Code: 300631)



Sanhuan group (Stock Code: 300408) Jinhong energy (Stock Code: 000669)



guoci materials (Stock Code: 300285) Huida sanitary ware (Stock Code: 300285)





Kaier Xincai (Stock Code: 300234) camel Co., Ltd. (Stock Code: 601311)



Great Wall Film and television (Stock Code: 002071) Mengshi Technology (stock code: 002684)



Guanfu shares (Stock Code: 002102) Guorui Technology (Stock Code: 600562)



Yuexin health (Stock Code: 002162) CSCEC (Stock Code: 601668)




seagull bathroom (Stock Code: 002084) Cultural Great Wall (Stock Code: 300089)



st Xinyi (Stock Code: 600145) Sitong shares (Stock Code: 603838)

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