The company with a market value of 10 billion entered the 100 billion cement array, and the Agency predicted that the performance of 8 undervalued stocks increased last year.
When the A-share market was brushed by popular sectors such as traditional Chinese medicine, yuanuniverse, cloud games and prefabricated dishes, building materials have steadily emerged from a wave of rising market. The subdivided cement sector has increased by more than 20% since its low on August 2, 2021, and Xinjiang Tianshan Cement Co.Ltd(000877) , Gansu Shangfeng Cement Co.Ltd(000672) , Huaxin Cement Co.Ltd(600801) and other stocks have rebounded by more than 25% in the same period.
cement and other raw materials form more than 5
world class advanced manufacturing cluster
Recently, the Ministry of industry and information technology issued the “14th five year plan” for the development of raw material industry. The plan mentioned that in 2025, cement and other raw materials will form 5 ~ 10 leading enterprises in the industrial chain with ecological leadership and core competitiveness, and form more than 5 world-class advanced manufacturing clusters in the field of raw materials. Previously, during the 13th Five Year Plan period, the cement industry did a good job in China’s major raw materials, was an active practitioner of supply structural reform, and was also the leader in the whole raw material industry.
The building materials industry may face some challenges in the future, but there are also new development opportunities. For example, the positive driving force of the new rural construction and development on the cement industry, and the cement industry embracing the Internet, starting from market demand and setting production by sales, coincide with the general trend of cement capacity control. Tianfeng Securities Co.Ltd(601162) it is estimated that there will be marginal improvement in demand in the first half of 2022, and the valuation may be repaired first. On the demand side, it is expected that the infrastructure side will improve marginally in the first quarter of 22 years, the bottom of the real estate side will pick up, and the demand is expected to begin to improve.
Xinjiang Tianshan Cement Co.Ltd(000877) into the market value array of building materials
The increase in the market value of building materials ranks first in the industry. At the end of 2021, the total market value of this sector exceeded 1.3 trillion yuan, and the latest total market value was 1.29 trillion yuan (including B shares), an increase of more than 220 billion yuan compared with the end of 2020.
According to the statistics of the latest closing date on January 5, securities times · databao released the ranking list of market value of building materials. The entry threshold of the top 50 companies reached 4.143 billion yuan, the market value of the top 26 companies exceeded 10 billion yuan, and the market value of the top three companies exceeded 100 billion yuan. Compared with the end of 2020, three companies are among the top 50 in market value, and one company jumped to the top 10 for the first time.
Anhui Conch Cement Company Limited(600585) is firmly the champion of “the first brother of building materials”. Since 2019, the market value of the company has continuously exceeded 200 billion yuan. In 2021, dragged down by the sharp decline of share price, Anhui Conch Cement Company Limited(600585) the latest market value has decreased by 48.651 billion yuan compared with the end of 2020.
The runner up in market value was Xinjiang Tianshan Cement Co.Ltd(000877) . The latest market value reached 127.57 billion yuan, a significant increase of nearly 112 billion yuan over the end of 2020. For Xinjiang Tianshan Cement Co.Ltd(000877) , 2021 is definitely a good harvest year; At the beginning of March 2021, Xinjiang Tianshan Cement Co.Ltd(000877) released a 100 billion M & a plan. The M & A objects include Zoomlion cement, Nanfang cement, southwest cement and Sinoma cement . After the M & A, Tianshan cement has become a world-class enterprise with the largest business scale in the world, complete industrial chain, national layout and international competitiveness.
more than 50% of stocks have outperformed the market since 2021
From the beginning of 2021 to January 5 this year, the market performance of the building materials sector has been polarized. According to the statistics of databao, the highest increase of the sector during the most period was more than 290%, and the highest decrease was more than 40%. The number of outperforming large cap stocks accounted for more than 50%, Guangdong Golden Glass Technologies Limited(300093) , Luyang Energy-Saving Materials Co.Ltd(002088) has increased by more than 200% since the beginning of 2021, and the share price of Goody Science & Technology Co.Ltd(002694) has doubled.
Stocks with a single digit increase include Jiangxi Wannianqing Cement Co.Ltd(000789) , Huaxin Cement Co.Ltd(600801) , Xinjiang Tianshan Cement Co.Ltd(000877) and 18 building materials stocks with a decrease of more than 10%, including Hainan Development Holdings Nanhai Co.Ltd(002163) , Chongqing Sifang New Material Co.Ltd(605122) , Gansu Qilianshan Cement Group Co.Ltd(600720) .
8 only undervalued stagflation stocks are predicted to increase performance in 2021
Since the second year of the 14th five year plan, under the goal of carbon neutralization, the building materials industry has ushered in an important milestone. At the business integration conference of China building materials cement sector on December 11, 2021, Zhou Yuxian, Secretary of the Party committee of China Building Materials Group, said that intellectualization should be realized by taking intelligent manufacturing as the guidance and promoting industrial digitization, and greening should be realized by promoting technologies such as “double carbon” compliance, energy conservation and emission reduction and collaborative disposal.
Constantly looking for new opportunities in the reform, high-quality companies are expected to receive capital attention in the future. According to the statistics of data treasure, among the building materials stocks, there are only 8 stagflation stocks with a valuation of less than 20 times and the organization predicts that the performance is expected to grow in 2021. These 8 companies have increased by less than 5% since 2021, with only Xinjiang Tianshan Cement Co.Ltd(000877) , Jiangxi Wannianqing Cement Co.Ltd(000789) rising slightly.
In terms of the net profit growth predicted by the organization in 2021, Xinjiang Tianshan Cement Co.Ltd(000877) ranks first. The organization predicts that the net profit growth in 2021 will be close to 300%, and the net profit growth in 2019 and 2020 will be only 31.8%, – 7.31%. For the future development of the company, Zhou Yuxian also said that after the integration, the synergy and core competitive advantages of new Tianshan cement will be further highlighted, and the profitability, comprehensive competitiveness and sustainable development ability will be further enhanced.
Among the above 8 stocks, Beijian new material Monalisa Group Co.Ltd(002918) is expected to increase performance by more than 20% in 2021. In terms of valuation, the rolling P / E ratio of Jiangxi Wannianqing Cement Co.Ltd(000789) , Guangdong Tapai Group Co.Ltd(002233) is less than 10 times, and that of Bbmg Corporation(601992) , Xinjiang Tianshan Cement Co.Ltd(000877) is less than 15 times.
(data treasure)
