【研究报告内容摘要】WeexpectcementASPtostabilizefortherestofAugust.Assummerproductionhaltsgraduallycomestoanendandpowerrationingsituationimproves,supplygrowthwillcatchup,whichislikelytoprecludepricehikesinlateAugustbeforedemandpicksupwiththeonsetofhighseasoninSeptember.SeptembertoNovemberistraditionalhighseasonforcementdemandwhenweexpectcementASPtorally.However,becauseofthehighbasein...