The capital construction sector broke out, and the funds were optimistic about 25 shares.
infrastructure related concepts dominate the screen increase list
Today, affected by the sharp decline of peripheral stock markets, both Shanghai and Shenzhen markets opened low. Concept plates such as lithium extraction from Salt Lake, Helicobacter pylori and ice and snow industry performed well. Traditional Chinese medicine stocks rose sharply in the afternoon, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Renhe Pharmacy Co.Ltd(000650) and other stocks rose by the limit.
Building decoration and other infrastructure related concepts collectively dominated the top of the list, Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Longjian Road&Bridge Co.Ltd(600853) and other limits, and led the upstream and downstream strength of cement building materials, underground pipe gallery and other industrial chains.
sounded the horn of project commencement in 2022
funds focus on 25 shares
According to statistics, on January 4 and 5, a number of provinces and cities including Shanghai, Zhejiang, Hebei, Hainan, Sichuan and Henan held a centralized commencement ceremony for major projects, sounding the clarion call for the commencement of projects in 2022. From the perspective of investment projects, in addition to traditional infrastructure projects such as infrastructure, people's livelihood and social undertakings, new infrastructure such as 5g network, industrial Internet, Internet of things, artificial intelligence and big data center have become the key investment fields of all parties.
The economic work in 2022 emphasizes "stability", and the market has high expectations for the strength of infrastructure investment this year. Minsheng Securities said that considering the factors such as financial carry forward and the advance issuance of special bonds over previous years, the growth rate of infrastructure investment in the first quarter of this year will be significantly higher than the seasonal growth rate, and the neutral forecast growth rate may reach 10%.
Securities Times · databao combed more than 100 traditional infrastructure and new infrastructure concept stocks, with a total market value of 8.09 trillion yuan. The shares of these stocks rose by an average of 17.04% in 2021, outperforming the market. The 12 capital construction concept stocks of increased by more than 100% in 2021, of which the share prices of Hunan Goke Microelectronics Co.Ltd(300672) and Westone Information Industry Inc(002268) doubled.
After the Spring Festival last year, many infrastructure stocks experienced a deep correction. In terms of the over decline in share prices, the latest share prices of 41 infrastructure stocks have fallen by more than 30% compared with the peak in 2021. The oversold range of Sany Heavy Industry Co.Ltd(600031) , Zoomlion Heavy Industry Science And Technology Co.Ltd(000157) , Beijing Thunisoft Co.Ltd(300271) , Allwinnertech Technology Co.Ltd(300458) , Sangfor Technologies Inc(300454) , Shanghaichengdiconstructioncorporationltd(603887) , Maxscend Microelectronics Company Limited(300782) and other stocks ranked first.
From the fund attention in recent days after new year's day, the cumulative net inflow of main funds of 56 shares recorded a positive value, of which 11 shares received a net purchase of main funds of more than 100 million yuan, Midea Group Co.Ltd(000333) , Sany Heavy Industry Co.Ltd(600031) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , China Greatwall Technology Group Co.Ltd(000066) , Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , China State Construction Engineering Corporation Limited(601668) all received a main increase of more than 200 million yuan. In terms of northbound funds, 71 shares received net purchases of northbound funds on the trading day after the new year's day, and the net purchases of northbound funds of Nari Technology Co.Ltd(600406) , Anhui Conch Cement Company Limited(600585) , Sieyuan Electric Co.Ltd(002028) , Yonyou Network Technology Co.Ltd(600588) , China State Construction Engineering Corporation Limited(601668) , Haier Smart Home Co.Ltd(600690) exceeded 100 million yuan. On the whole, 25 shares obtained the main force and increased positions of funds going north at the same time.
(data treasure)
