建材行业：传统原材料行业如何应对增长方式转变.pdf

渐飞研究报告 - 经济转型中的机遇与挑战 Opportunities and Challenges in Economic Transformation 罗 炜 Wei LUO 中金公司研究部，执行总经理 Executive Director, Research Department, CICC 传统原材料行业如何应对增长方式转变 Growth Pattern Changed: What will Traditional Raw Material Industry Response? 罗炜，中金公司研究部执行总经理，于2001 年加入中金公司，目前负责建材、钢铁、 机械等投资品行业研究，多次获得“新财富”、“机构投资者”等境内外财经媒体评选的最佳 分析师。罗炜先生曾先后参加了 2005 年宝钢 A 股增发项目，2006 年中国建材 H 股 IPO 项 目，2007 年复星国际 H 股 IPO 项目，2008 年金钼股份 A 股、中国南车 A+H 股 IPO 项目， 2009 年中国中冶 H 股 IPO 项目，以及 2010 年中联重科 H 股 IPO 项目。 罗炜先生先后就读于西安交通大学和上海交通大学，并获得工商管理博士学位。 Mr. Luo Wei is the Executive Director of CICC Research Department. He joined CICC in 2001. He is responsible for fundamental research on basic materials and capital goods sectors, including construction materials, iron steel, machinery etc. He won the honors of ‘the best analysts for China materials research’ by New fortune and Institutional Investor. Mr. Luo Wei took part in many IPO deals including Baosteel’s 2005 A share issuance, the IPO for China National Building Materials in 2006, the IPO for Fuson International in 2007, the IPO for Jinduicheng Molybdenum and the dual IPO for China South Locomotive Rolling Stock Corporation in 2008, the IPO for China Metallurgical Corporation in 2009 and the IPO for Zoomlion Heavy Industry Science Technology in 2010. Mr. Luo Wei obtained his PHD on Business Administration from Shanghai Jiaotong University in 2001. 渐飞研究报告 - 经济转型中的机遇与挑战 Opportunities and Challenges in Economic Transformation 关 雪 Xue GUAN 中金公司研究部，高级经理 Senior Associate, Research Department, CICC 传统原材料行