Today (March 18), construction stocks set off a trading tide. As of the noon closing, building energy conservation, prefabricated buildings, building materials and other sectors led the rise, among which building energy conservation led the rise of the two cities. On the stock side, Shanghai Hyp-Arch Architectural Design Consultant Co.Ltd(301024) \ , Luoyang Northglass Technology Co.Ltd(002613) , Suzhou Institute Of Building Science Group Co.Ltd(603183) , Shanghai Yaohua Pilkingyon Glass Group Co.Ltd(600819) a total of more than 10 shares rose.
Note: today’s performance of the sector index (as of the noon closing on March 18)
building energy conservation and green building are catalyzed by policies
Recently, the Ministry of housing and urban rural development issued the 14th five year plan for building energy conservation and green building development, which clearly stipulates that by 2025, new urban buildings will be fully built into green buildings, building energy efficiency will be steadily improved, building energy consumption structure will be gradually optimized, the growth trend of building energy consumption and carbon emission will be effectively controlled, and a green, low-carbon and circular construction and development mode will be basically formed, Lay a solid foundation for the carbon peak in the field of urban and rural construction by 2030. In addition, the general code for building energy conservation and renewable energy utilization issued last year will be implemented from April this year.
With the recent introduction and implementation of intensive policies, the top-level design in the field of building energy conservation has become more and more perfect, which puts forward higher requirements for building energy conservation and green building industry. Minsheng Securities pointed out that in the context of double carbon, the “14th five year plan” starts the era of green construction and high growth. When “carbon” emission becomes a part of the cost, photovoltaic building materials (such as BIPV and photovoltaic glass), green building materials (energy-saving doors and windows, thermal insulation integration, high-performance concrete, etc) can find a balance between strategic tasks and economy and lay a foundation for promotion.
Catalyzed by the policy, the building energy conservation sector has ushered in a big explosion recently. The energy-saving glass concept stock Luoyang Northglass Technology Co.Ltd(002613) has achieved four boards, Shanghai Yaohua Pilkingyon Glass Group Co.Ltd(600819) 3 filling boards and Jiangsu Jingxue Insulation Technology Co.Ltd(301010) has achieved two 20cm price limits. In addition, the old infrastructure related sectors such as buildings and building materials have also strengthened day by day. Among them, the infrastructure human and gas stock Zhejiang Construction Investment Group Co.Ltd(002761) has recorded five boards in six days, and has risen 386% since the Spring Festival (as of the noon closing on March 18)P align = “center” note: popular stocks continued to strengthen after Zhejiang Construction Investment Group Co.Ltd(002761) Festival (closing at noon on March 18)
infrastructure industry chain has low valuation, and the construction sector pays attention to three directions
Since this Wednesday (March 16), A-Shares have continued to rebound and repair. Although the rise of major indexes is temporarily suspended today, the overall market sentiment is much better than before. At present, the market focuses on which sectors are expected to take the lead in sounding the horn of counter attack. Many institutions believe that under the tone of stable growth, infrastructure investment is expected to underpin the economy, new and old infrastructure has become an important driving force for investment growth, and may continue to bring investment opportunities to the capital market in the future The Pacific Securities Co.Ltd(601099) securities also pointed out that under the background of the uncertain global situation, the overall valuation of the upstream and downstream of the infrastructure industry chain is low, with abundant orders, high relative guarantee and strong risk resistance. Therefore, it is recommended to continue to pay attention. For the construction sector that has been active recently, Soochow Securities Co.Ltd(601555) pointed out three directions to focus on:
1) steady growth continues to add to the code of steady growth, and we’re bullibullibullibullibullibullibullion on the valuation repair opportunities that the etc.
2) demand structure has bright spots, and new business increment develops investment opportunities under : it is recommended to pay attention to Anhui Honglu Steel Construction(Group) Co.Ltd(002541) , Shenzhen Capol International&Associatesco.Ltd(002949) , Zhejiang Yasha Decoration Co.Ltd(002375) , China Railway Prefabricated Construction Co.Ltd(300374) ; Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , China Energy Engineering Corporation Limited(601868) , etc. of new energy business transformation and incremental development; Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Center International Group Co.Ltd(603098) , Zhejiang Southeast Space Frame Co.Ltd(002135) and others benefiting from the large volume of building photovoltaic market, green building materials (aluminum temsector) leasing service providers Jiangxi Geto New Materials Corporation Limited(300986) , etc.
3) reform direction of state-owned enterprises : 2022 will be the end of three years of state-owned enterprise reform. It is expected that while the reform of state-owned enterprises is advancing steadily, the previous reform dividends in corporate governance structure, strengthening incentives, mixed reform and improving efficiency and stimulating vitality are expected to enter a release period. It is suggested to pay attention to the directions of performance improvement, new business transformation and layout and asset reorganization with cost reduction and efficiency increase, It is suggested to pay attention to Sichuan Road & Bridge Co.Ltd(600039) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Shandong Hi-Speed Road&Bridge Co.Ltd(000498) , Metallurgical Corporation Of China Ltd(601618) , etc.
