Market Overview
Boosted by favorable policies on Tuesday, real estate, building materials, home furnishings and other sectors collectively rose. In terms of the real estate sector, Jinan High-Tech Development Co.Ltd(600807) , Tieling Newcity Investment Holding (Group) Limited(000809) , Shanghai New Huang Pu Industrial Group Co.Ltd(600638) , Cccg Real Estate Corporation Limited(000736) and other trading limits; In the building materials sector, China Fangda Group Co.Ltd(000055) , Beijing Hanjian Heshan Pipeline Co.Ltd(603616) and other trading limits; In the home sector, Suofeiya Home Collection Co.Ltd(002572) , Zbom Home Collection Co.Ltd(603801) and other trading limits. High prosperity sectors such as lithium batteries, energy storage and new energy vehicles fell collectively. In terms of lithium battery concept, Dingsheng new materials fell again, Chengxin Lithium Group Co.Ltd(002240) , Tianqi Lithium Corporation(002466) , Shandong Shida Shenghua Chemical Group Company Limite(603026) fell by more than 6%, and Contemporary Amperex Technology Co.Limited(300750) fell by more than 4%.
The marginal turn signal of the RRR reduction is of great significance, but it is expected that the policy will not be fully reversed and will maintain continuity, stability and sustainability. The statement of the Central Political Bureau meeting on the real estate market helps to stabilize market confidence. The extreme differentiation of the market in 2021 has led to the valuation of some high boom tracks, which has overdrawn the growth space for quite a long time in the future. We should pay attention to risks. The other sector is at the low level of expectation and prosperity. It has experienced continuous downward revision of valuation, and the safety margin has been effectively improved. We can pay attention to large consumption, large infrastructure and other sectors.
