The credit data in January exceeded expectations, and the real estate sector strengthened sharply in early trading.
credit cooperative financing “made a good start”
Yesterday, the central bank released the financial statistics report for January 2022. The report shows that the growth of credit and social finance achieved a “good start” in January, and RMB loans increased by 3.98 trillion yuan, a monthly statistical high, an increase of 394.4 billion yuan year-on-year. Among them, household loans increased by 843 billion yuan and enterprise (government) unit loans increased by 3.36 trillion yuan, which played a major contribution to the increment. The scale of social financing increased by 6.17 trillion yuan, 984.2 billion yuan more than the same period last year, also the highest in a single month.
In the context of large-scale credit supply, RMB deposits have also increased significantly. In January, RMB deposits increased by 3.83 trillion yuan, an increase of 262.7 billion yuan year-on-year. Among them, resident deposits increased by 3.93 trillion yuan year-on-year, while corporate and non bank deposits decreased by 2.35 trillion yuan and 71.6 billion yuan respectively year-on-year, and the fiscal deposit expenditure increased by 585.1 billion yuan less year-on-year.
On February 8, the central bank and the China Banking and Insurance Regulatory Commission issued the notice on excluding the loans related to affordable rental housing from the concentration management of real estate loans, which made it clear that the loans related to affordable rental housing projects were not included in the concentration management of real estate loans, which was conducive to the banks to vacate the credit line of ordinary real estate, We will increase credit for affordable rental housing projects and ordinary real estate projects, and the scale of medium and long-term loans may be further increased to further boost credit and fixed asset investment.
Everbright Securities Company Limited(601788) the research report believes that more relevant policies conducive to the formation of physical workload will still be introduced in the future. At present, it is still in the transmission process from wide currency to wide credit. The logic of “steady growth – steady investment – steady credit” is still established, and the market expectation of wide credit is still strong.
real estate stocks rose in early trading
Boosted by the favorable credit data, many real estate stocks opened higher this morning. In the sector, Tahoe Group Co.Ltd(000732) , Rongan Property Co.Ltd(000517) , Shenzhen New Nanshan Holding (Group) Co.Ltd(002314) and other stocks rose rapidly after opening, and Seazen Holdings Co.Ltd(601155) , Macrolink Culturaltainment Development Co.Ltd(000620) and other stocks led the rise. After the festival, real estate stocks generally rose. This week, Tahoe Group Co.Ltd(000732) , Macrolink Culturaltainment Development Co.Ltd(000620) , Shenzhen New Nanshan Holding (Group) Co.Ltd(002314) , Tianjin Tianbao Infrastructure Co.Ltd(000965) rose by more than 20%, of which Tahoe Group Co.Ltd(000732) rose by 51.35% in the first place.
In terms of capital flow, 31 stocks in the real estate sector received a net inflow of funds going north after the festival, Shenzhen Overseas Chinese Town Co.Ltd(000069) , Yango Group Co.Ltd(000671) , Greenland Holdings Corporation Limited(600606) bought more than 10 million shares this week, and 8 stocks such as Shenzhen Overseas Chinese Town Co.Ltd(000069) , 5I5J Holding Group Co.Ltd(000560) , Shanghai Lingang Holdings Co.Ltd(600848) received a continuous net inflow of funds going north this week.
Under the situation of continuous downturn in the real estate industry, some listed companies still have strong performance against the market. Statistics show that the performance of 24 listed companies in the real estate sector has increased in advance, and in terms of the median year-on-year increase in net profit, Rongfeng Holding Group Co.Ltd(000668) , Shahe Industrial Co.Ltd(000014) , Vantone Neo Development Group Co.Ltd(600246) has the highest increase in advance, with 1178%, 678% and 295% respectively.
after the holiday, the price of liquefied natural gas rose by 40%
After the Spring Festival holiday, China’s LNG prices continued to rise. According to the data of business agency, on February 11, the average price of liquefied natural gas in China was 5510 yuan / ton, which was 3866.67 yuan / ton compared with the average price before the festival. The price increased by 1643 yuan / ton, or 42.5%, and 83.67% compared with the same period last year. after the festival, some manufacturers shut down, and the supply side was relatively reduced. At the same time, the downstream demand was strong and the price rose rapidly.
According to the official website of the national development and Reform Commission, in 2021, the apparent consumption of natural gas in China was 372.6 billion cubic meters, a year-on-year increase of 12.7%. As a kind of clean energy, natural gas has been vigorously promoted by policies in recent years, with a significant increase over raw coal and crude oil.
In early trading, some natural gas stocks strengthened, Petrochina Company Limited(601857) rose by 5.25%, leading the increase, Guanghui Energy Co.Ltd(600256) , * Zhongxing Tianheng Energy Technology (Beijing)Co.Ltd(600856) all rose to a certain extent. The annual growth of {858} shares in the oil and gas sectors is expected to be more than 6001} shares, with an increase of {6017} shares and {681} shares in the natural gas sector.
25 days 22 board, and the new shares became the best stock at the beginning of the year
The Huitong group listed at the end of last year walked out of the trend of “Earth Sky board” this morning. At the beginning of the trading, it fell by the limit for a time, and then rose rapidly. Close to 11 o’clock, the company’s share price rose again. Since the beginning of the year, the stock has risen by 497.55%, which is the best rising stock this year. If investors who win the lot sell it today, they can earn 12900 yuan.
After the rapid rise, the company issued a stock trading risk warning announcement, saying that the recovery of the company’s accounts receivable in the fourth quarter of 2021 was less than expected, especially the poor collection of some long-term aging projects, resulting in a significant increase in the provision of impairment losses. At present, it is expected that after considering the impact of income tax, the annual asset impairment in 2021 will account for 10% ~ 20% of the company’s net profit attributable to the parent company in 2020, The impact on the performance is obvious. It is expected that the performance in 2021 will decline compared with that in 2020.
Real estate finance strong limit tide! This star stock 8-board mechanism: restorative rebound will appear
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