Affected by the violent shock of the overnight peripheral market, A-Shares opened low as a whole this morning, then rebounded step by step, and the Shanghai Composite Index took the lead in turning red.
On the disk, the data center, covid-19 drug concept, real estate, coal and other sectors strengthened against the trend, while the organic silicon, salt lake lithium extraction, petroleum, electrical equipment and other sectors led the decline. The net inflow of funds going north was 2.931 billion yuan.
the project of “counting East and calculating West” is started
concept stocks lift the limit tide
The data center sector bucked the trend and opened higher in the morning. The volume of the sector index rose by nearly 4%, and the half day transaction was close to the whole day transaction yesterday. Individual stocks set off a wave of limit trading, Yimikang Tech.Group.Co.Ltd(300249) , Capitalonline Date Service Co.Ltd(300846) 20% limit, Guangdong Aofei Data Technology Co.Ltd(300738) , Inesa Intelligent Tech Inc(600602) , Ningbo Construction Co.Ltd(601789) , Shanghai Athub Co.Ltd(603881) and more than 10 shares rose or exceeded 10%. Among the top 10 ETFs, 5 are related to the concept of big data.
Early trading funds poured into the relevant stocks of the data center. According to statistics, as of press time, the total net inflow of the main funds of the data center sector was nearly 2 billion yuan, of which Shanghai Athub Co.Ltd(603881) net inflow was 418 million yuan, Iflytek Co.Ltd(002230) net inflow was 215 million yuan, and Navinfo Co.Ltd(002405) , Szzt Electronics Co.Ltd(002197) , Inspur Electronic Information Industry Co.Ltd(000977) , Inesa Intelligent Tech Inc(600602) also received a net inflow of more than 100 million yuan.
In terms of news, the national development and Reform Commission, the central network information office, the Ministry of industry and information technology and the National Energy Administration recently jointly issued documents, agreeing to start the construction of National Computing hub nodes in Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong, Macao, Dawan District, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and planned 10 national data center clusters such as Zhangjiakou cluster. So far, the overall layout design of the national integrated big data center system has been completed, and the “counting from the east to the west” project has been officially launched.
Sun Wei, deputy director of the high technology department of the national development and Reform Commission, said that Western China is rich in resources, especially renewable energy, and has the potential to develop data centers and undertake the computing power needs of the East. Like the “South-to-North Water Diversion” and “west to East power transmission”, we should give full play to the advantages of China’s system and mechanism, integrate the layout from a national perspective, optimize the allocation of resources and improve the efficiency of resource use.
Guolian Securities Co.Ltd(601456) it is estimated that based on the current annual demand of 5 million standard racks for China’s data centers, the total annual investment will reach 500 billion yuan to 750 billion yuan according to the investment of 100000-150000 yuan per standard rack. According to the estimates of relevant authoritative institutions and experts, the pulling effect of the “counting from the east to the west” project on relevant industries will reach 1:8.
Citic Securities Company Limited(600030) pointed out that as a representative of the new infrastructure, the data center has a long industrial chain, wide coverage and strong driving effect, and is expected to fully benefit from the promotion of the “East count West” project. It is suggested to focus on operators, temperature control of machine room, ICT equipment & optical module, optical communication, IDC and other industry leaders, including China Mobile, China Telecom Corporation Limited(601728) , China United Network Communications Limited(600050) , Shenzhen Envicool Technology Co.Ltd(002837) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , Unisplendour Corporation Limited(000938) , Suzhou Tfc Optical Communication Co.Ltd(300394) , Zte Corporation(000063) , Zhongji Innolight Co.Ltd(300308) , xinyisheng, Jiangsu Zhongtian Technology Co.Ltd(600522) , Hengtong Optic-Electric Co.Ltd(600487) , Yangtze Optical Fibre And Cable Joint Stock Limited Company(601869) , Shanghai Baosight Software Co.Ltd(600845) , Beijing Sinnet Technology Co.Ltd(300383) , Kehua Data Co.Ltd(002335) , Guangdong Aofei Data Technology Co.Ltd(300738) , etc.
frequent warm air in the real estate industry
The real estate sector also bucked the trend in the morning and became the backbone of the market rebound. The sector index rose by more than 2% at one time, with Tahoe Group Co.Ltd(000732) , Black Peony (Group) Co.Ltd(600510) limit and Hangzhou Binjiang Real Estate Group Co.Ltd(002244) , Tianjin Guangyu Development Co.Ltd(000537) among the top gainers. Among the top 10 ETFs, 2 were related to real estate. The real estate sector of Hong Kong stocks also rose against the trend. The Hang Seng mainland real estate index rose by more than 3% during the session, and Yutian China once soared by more than 45%. Sea blue holdings and Yuehai land rose strongly one after another.
Since this year, the real estate market has been heated frequently. According to incomplete statistics, more than 66 property market policies have been issued in January this year, mainly including loose provident fund policy, talent purchase subsidies and other supporting policies. “Implementing policies for the city and moderately correcting deviations” has become the main tone of real estate regulation.
In addition, the financing of the real estate industry has also increased steadily and significantly. Statistics show that the real estate loans increased by about 600 billion yuan in January 2022, an increase of about 300 billion yuan over the monthly average level in the fourth quarter of last year. Among them, real estate development loans increased by about 200 billion yuan, and personal housing loans increased by about 100 billion yuan. In addition to indirect financing, the direct financing of real estate enterprises has also been improved. Many real estate enterprises have issued or are ready to issue medium-term notes in the inter-bank market.
Recently, Industrial Bank Co.Ltd(601166) said that it plans to issue no less than 10 billion yuan of real estate M & a themed bonds, and the raised funds are specially used for the investment of M & A loans for real estate projects. This is not the first commercial bank to issue relevant real estate M & a theme bonds. Earlier this week, Ping An Bank Co.Ltd(000001) said that it had submitted an application for the issuance quota of financial bonds in 2022 to the people’s Bank of China at the beginning of the year. Within the approved quota, it plans to start the issuance of the first phase of 5 billion yuan of real estate M & a theme bonds in the near future; China Merchants Bank Co.Ltd(600036) also signed a strategic cooperation agreement on M & A financing with Grandjoy Holdings Group Co.Ltd(000031) holding, which will grant Grandjoy Holdings Group Co.Ltd(000031) holding a 10 billion yuan M & A financing line for M & a business.
Earlier, at the end of January, Shanghai Pudong Development Bank Co.Ltd(600000) issued 5 billion yuan of Real Estate Project M & a theme bonds with a term of three years. It is the first bank to issue real estate project M & a theme bonds this year; Subsequently, Guangdong Development Bank also plans to issue 5 billion yuan of Real Estate Project M & a theme bonds, and the raised funds are specially used for Real Estate Project M & A loans.
Under policy guidance and financial support, recently, large real estate enterprises have accelerated mergers and acquisitions. On Monday, country garden services, a Hong Kong listed company, announced that country garden property Hong Kong, an indirect wholly-owned subsidiary of the company, plans to acquire about 93.76% equity of Zhongliang Baiyue Zhijia.
In addition, according to the statistics of China Index Research Institute, there were many cases of M & A of real estate enterprises in January this year. For example, China Resources Vientiane life won Yuzhou property and Zhongnan service, CNOOC acquired the equity of Guangzhou Lihe held by Yajule and Shimao for 3.7 billion yuan, CNOOC Hongyang acquired Yajule Yiwu, Xuzhou and other projects, Xuzhou state-owned enterprise Pan Sheng real estate took over Evergrande Nanjing project, Yuehai land acquired Yuehai property, etc., and the state-owned enterprises performed more actively in the acquisition and merger.
China Everbright Bank Company Limited Co.Ltd(601818) believes that many banks have recently launched M & A financing schemes for real estate enterprises, which can obtain long-term and stable liabilities for banks and expand banking business space; For real estate enterprises, it helps to expand the financing channels of real estate enterprises and alleviate the financing pressure of some real estate enterprises; For the real estate industry, market-oriented M & A can effectively resolve the risks of individual real estate enterprises, optimize the real estate market structure and promote the benign and healthy development of the industry.
