Benefiting from the policy “warm wind”, the real estate sector has risen strongly recently, which has driven the rise of the decoration sector upstream of the industrial chain. As of December 21, the decoration index closed at 506.45 points, up 3.2%, and concept stocks such as Zhejiang Juli Culture Development Co.Ltd(002247) , Shanghai Trendzone Holdings Group Co.Ltd(603030) , Shenzhen Bauing Construction Holding Group Co.Ltd(002047) , Mengtian home, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) rose by the limit.
From the beginning of 2020 to December 21, 2021, the top 20 enterprises in the real estate sector
organization:
the worst of the industry is over, but there is still pressure
“Recently, with the obvious adjustment and turning point of the policy, I personally think the worst situation in the real estate industry should have passed.” On December 14, Gao Shanwen, chief economist of Anxin securities, said at the 2022 investment strategy meeting of Anxin securities that the liquidity crisis in the real estate industry will be effectively controlled, which should largely avoid the situation of hard landing previously feared.
The central bank and the China Banking and Insurance Regulatory Commission recently jointly issued a notice that banking financial institutions should steadily and orderly carry out M & a loan business, and steadily and orderly carry out M & a loan business of real estate projects in accordance with the principles of legal compliance, controllable risk and commercial sustainability. Focus on supporting high-quality real estate enterprises, mergers and acquisitions of high-quality projects of some large real estate enterprises with risks and operating difficulties.
It is reported that the central bank and SASAC have recently held a meeting to guide high-quality subjects to do a good job in Project M & A based on the principle of marketization. In addition, the central bank and the China Banking and Insurance Regulatory Commission also recently held a meeting on the stable and orderly development of M & a loan business, requiring banks not to blindly withdraw loans and cut off loans for large real estate enterprises with risks and operating difficulties.
According to the latest research report released by China International Capital Corporation Limited(601995) , the recent meeting of the Political Bureau of the CPC Central Committee and the central economic work conference have successively stated that they “support reasonable housing demand” and “promote a virtuous circle”. The strength of future real estate policies is expected, and the fundamental indicators will gradually stabilize and recover, driving the continuous repair of industry expectations and confidence, and finally realize a virtuous circle.
Data show that the speed of housing mortgage has been significantly accelerated. In November, after the first mortgage interest rate in mainstream cities decreased by 1bp month on month in October, it further decreased by 4bp to 5.69%, and the average lending cycle was shortened by 6 to 68 days month on month.
however, Gao Shanwen also stressed that the real estate industry is still facing some pressures, adjustments and turning points, and is likely to face a third adjustment in the future, which is marked by the forced decline of inventory turnover and leverage. In the next stage, the business model of the real estate industry will turn to high-quality growth and fine control.
As of December 21, 2021, the top 20 low-priced stocks in the real estate industry
some decoration enterprises are stained with the concept of meta universe
From the current information, the sharp rise in the share prices of some decoration enterprises is not only related to the sound development of the real estate industry, but also related to the concept of meta universe.
On December 21, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) announced that the company recently signed the strategic cooperation framework agreement with Shenzhen Zhongzhuang cloud Technology Co., Ltd. (hereinafter referred to as “Zhongzhuang cloud technology”), Shenzhen Mozhe Security Technology Co., Ltd. and Shenzhen Hongmeng times Virtual Reality Technology Co., Ltd. (hereinafter referred to as “Hongmeng times”).
According to the agreement, all parties will jointly develop the integration and innovative application of building intelligent big data information processing, AI visualization, meta universe application, intelligent construction system, building information model (BIM), Internet of things, blockchain and other technologies in the building decoration industry.
According to public data, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) is a comprehensive urban and rural construction service provider relying on the main business of architectural decoration, carrying out industrial chain extension and innovation around the upstream and downstream of infrastructure construction services, and integrating curtain wall, intelligence, electromechanical, garden, new energy, property management, IDC and other businesses.
Shenzhen Bauing Construction Holding Group Co.Ltd(002047) has also been classified as a yuan universe concept stock by the market. As of December 21, it has won three trading boards in a row.
Shenzhen Bauing Construction Holding Group Co.Ltd(002047) said that as a holding platform listed company, the company mainly carries out various businesses through its wholly-owned subsidiary BAOYING construction, and is committed to providing comprehensive solutions including architectural and decoration engineering design and construction for customers such as large enterprises, high-end hotels, government agencies, multinational corporations and large real estate projects Integrated whole process services including construction management. Shenzhen Bauing Construction Holding Group Co.Ltd(002047) relevant data of the third quarterly report in 2021
(Shanghai Securities News)
