Although the overall A-share market is still in a low shock recently, the trading enthusiasm of short-term funds has become increasingly high. Reflected in the disk, the number of individual stocks with daily limit is increasing continuously. Yesterday, 79 stocks in the A-share market gained the daily limit. Since February, the number of daily limit stocks has reached 87, significantly higher than the daily average of 70 in January.
Since this week, a number of small and medium-sized capital construction stocks have stepped out of the board trend, attracting market attention. As the leader of this round of infrastructure stocks, Zhejiang Construction Investment Group Co.Ltd(002761) share price rose again yesterday. This is its seventh limit in nearly eight trading days, with a range increase of 103.58%, and the latest market value rose to 17.2 billion yuan.
According to public data, Zhejiang Construction Investment Group Co.Ltd(002761) is backed by the state owned assets supervision and Administration Commission of Zhejiang Province and is mainly engaged in construction and industrial manufacturing, engineering services, infrastructure investment and operation supporting the main construction industry chain.
Zhejiang Construction Investment Group Co.Ltd(002761) recently disclosed the main business conditions in the fourth quarter of 2021. In the fourth quarter of 2021, the newly signed contract amount of the company and its subsidiaries was 36.901 billion yuan, and the cumulative newly signed contract amount in 2021 was 150.023 billion yuan, an increase of 7.14% over the same period of the previous year.
Zhejiang regional theme superimposes the main line of infrastructure, making Zhejiang Construction Investment Group Co.Ltd(002761) popular for short-term funds. The dragon and tiger list released by the exchange shows that in the process of the recent sharp rise in the share price of Zhejiang Construction Investment Group Co.Ltd(002761) , the capital composition of the business department is the main driving force, and there are many old hot money seats on the list.
After hours yesterday, Zhejiang Construction Investment Group Co.Ltd(002761) was listed on the single day list due to “the deviation value of daily increase reached 7%”. All the top five seats for trading were securities business departments. Among them, CICC wealth Securities Guangzhou Panyu Qiaonan Road business department, Everbright Securities Company Limited(601788) Shenzhen Jintian Road business department and other active seats appeared on the buying side, with the purchase amount ranging from 20 million yuan to 32 million yuan.
On the selling side, China Merchants Securities Co.Ltd(600999) trading unit (353800) sold Zhejiang Construction Investment Group Co.Ltd(002761) 549 million yuan yesterday, accounting for 28.64% of the total turnover of the stock throughout the day. This seat has been frequently listed in Dalian My Gym Education Technology Co.Ltd(002621) , Hengbao Co.Ltd(002104) and other short-term hot stocks recently, and the follow-up operation is worth tracking.
In addition, Huaxin Securities Shanghai Branch, CICC Fortune Securities Xiamen Hubin East Road business department and other active seats sold Zhejiang Construction Investment Group Co.Ltd(002761) more than 20 million yuan, indicating that behind the rapid rise of the company’s share price, the game between hot money is very fierce.
In addition to Zhejiang Construction Investment Group Co.Ltd(002761) , many small and medium-sized capital construction stocks have been sought after by funds recently, and their share prices have risen sharply in the short term. For example, Zhengping Road & Bridge Construction Co.Ltd(603843) recently harvested 5 connecting sectors, and the company is mainly engaged in road and bridge engineering construction, maintenance, survey and design and other businesses; Chengbang Eco-Environment Co.Ltd(603316) recently, the company has harvested 3 connecting sectors. The company is mainly engaged in landscape engineering construction, landscape maintenance and other businesses; Poly Union Chemical Holding Group Co.Ltd(002037) in the early stage, the stock price harvested 8 boards, and the company mainly engaged in civil explosion business. Huitong group and Hongrun Construction Group Co.Ltd(002062) are all star varieties in the recent infrastructure sector.
On the news side, under the background of “stable growth”, the policy spring breeze of infrastructure continues. The Ministry of housing and urban rural development recently issued the “14th five year plan” for the development of construction industry. It is proposed that by 2025, prefabricated buildings will account for more than 30% of new buildings; The emission of construction waste at the construction site of new buildings shall be controlled below 300 tons per 10000 square meters. It can be seen that prefabricated buildings have ushered in new development driven by policies. This round of Zhejiang Construction Investment Group Co.Ltd(002761) led the rise, which is the first batch of prefabricated construction industrial bases in China and the demonstration enterprise promoting the industrialization of new buildings in Zhejiang Province.
Su duoyong, an analyst at Anxin securities, said that the increment of social finance in January exceeded expectations, the issuance of local government bonds increased, and the action force in the infrastructure sector was sufficient. In 2022, the construction industry is expected to usher in multiple drivers of fundamentals and policies, and the industry is in the undervalued range, with prominent investment value.
Su duoyong believes that the overall fundamentals of the construction industry are improving. Industry leaders and regional leaders benefit from the improvement of industry concentration, and the newly signed orders and performance are both growing rapidly. At the same time, the construction industry actively embraces the “new economy” and “construction +” to open up space for future development. On the main line of configuration, it is suggested to actively layout the “construction +” new business sector around the capital construction leader and the “double carbon” background.
