In early trading today, A-Shares opened higher and went higher. The gem index and Kechuang 50 index both rose by more than 2%. The ring to ring ratio of transactions between the two cities was slightly enlarged in the morning.
On the disk, the new energy industry chain is active across the board, with electrical equipment, ultra-high voltage, wind energy, lithium battery and other sectors leading the increase. The real estate sector also strengthened significantly as a whole, and property management, rental and purchase rights, construction and other sectors rose strongly one after another; Coal, seed industry, oil, prefabricated vegetables and other sectors led the decline. The net inflow of funds going north was 6.674 billion yuan.
new energy welcomes another big boost
Promoted by favorable policies, the new energy industry chain strengthened across the board this morning.
The electrical equipment sector opened higher and went higher, with an intraday rise of more than 3%, Jiangsu Sinojit Wind Energy Technology Co.Ltd(601218) and other strong trading limits; UHV sector also rose by more than 3% and Baoding Tianwei Baobian Electric Co.Ltd(600550) and other daily limits; Smart grid, new energy vehicles, lithium batteries, energy storage and other related sectors strengthened one after another, Xiangtan Electrochemical Scientific Co.Ltd(002125) , Anhui Xinbo Aluminum Co.Ltd(003038) , Norinco International Cooperation Ltd(000065) , etc.
Following the release of the 14th five year plan for modern energy system last week, the National Energy Administration recently issued the guiding opinions on energy work in 2022 again. The opinions mentioned that we should vigorously develop wind power photovoltaic and strengthen the planning and construction of a new energy supply and consumption system based on large-scale scenery base, supported by clean, efficient, advanced and energy-saving coal power around it, and carried by stable, safe and reliable UHV power transmission and transformation lines.
The Opinions also proposed to steadily promote the structural transformation, steadily reduce the proportion of coal consumption, increase the proportion of non fossil energy in the total energy consumption to about 17.3%, replace about 180 billion kwh of new electric energy, and the proportion of wind power and photovoltaic power generation to the power consumption of the whole society reached about 12.2%.
With the promotion of continuous heavy policies, China’s Shanxi Guoxin Energy Corporation Limited(600617) construction has increased rapidly this year. According to the data of the national energy administration, from January to February, China’s new photovoltaic grid connection increased by 234% year-on-year, reaching 10.86 GW, close to the new increment in the first half of 2021; The newly installed capacity of wind power was 5.73 GW, a year-on-year increase of 61%.
Wang Bohua, honorary chairman of China Photovoltaic Industry Association, predicts that driven by the huge reserves of photovoltaic power generation projects in China, the installed capacity of new photovoltaic power generation will be about 75-90 GW in 2022, which is expected to usher in an increase of 36% – 64%.
Chuancai Securities said that the overall fundamental performance of the new energy industry is still strong, with high probability of performance in the first quarter and high growth certainty. From the overall valuation level, the overall valuation level of the industry has dropped to near the median of the five-year valuation, and the valuation level basically matches the expected growth of the overall performance. It is suggested to pay attention to the excellent companies in various segments, midstream lithium battery enterprises, Lithium iron phosphate industry chain and the operation sector of wind power photovoltaic.
expected to improve ah real estate stocks and strengthen together
After a substantial adjustment in the early stage, the Hong Kong stock market rebounded continuously.
This morning, as of press time, the Hang Seng Index rose by more than 1%; Hang Seng mainland real estate index took the lead, with an intraday high of nearly 4%; The Hang Seng technology index remained weak, rising by more than 2% at the beginning of the opening, and then gradually declined to close up 0,27% at noon.
High performance growth stocks have become the driving force for the strength of Hong Kong stocks today. Especially yesterday, several heavyweight real estate companies announced excellent results, which greatly alleviated the previously stressed ah real estate sector.
Greenland Hong Kong announced that the revenue in 2021 was about 33.927 billion yuan, an increase of about 1% year-on-year; The profit attributable to the owner during the year was 2.155 billion yuan, the basic profit per share was about 0.78 yuan, and the final dividend was HK $0.3 per share. The increase in revenue was mainly due to the increase in property sales. In addition, during the period, the group has obtained 11 plots of land, adding a total of about 1.974 million square meters of land reserve.
Stimulated by this positive, Greenland Hong Kong opened higher sharply in early trading today, soaring by more than 30%, reaching a new high in the year, and the half day transaction was four times higher than that of the whole day yesterday. Even if calculated at HK $1.8 as of press time, the dividend yield of Greenland Hong Kong in 2021 is as high as 16.67%.
Country garden service also announced that the revenue in 2021 was 28.843 billion yuan, a year-on-year increase of 84.9%; The net profit was 4.349 billion yuan, a year-on-year increase of 56.4%; The gross profit was 8.864 billion yuan, a year-on-year increase of 67.3%; The net profit attributable to shareholders was 4.033 billion yuan, a year-on-year increase of 50.2%. Country garden services also rose nearly 6% in the morning.
Shimao Group and rongchuang China also rose by more than 10% in the morning.
A-share real estate stocks were also boosted and strengthened. The property management sector rose by more than 5%, reaching a new high in recent one year, Shenzhen Sdg Service Co.Ltd(300917) 20% limit, Langold Real Estate Co.Ltd(002305) etc. limit or rise by more than 10%; The real estate sector rose by more than 4%, approaching the highest point in the year, and individual stocks set off a wave of limit trading, Bright Real Estate Group Co.Limited(600708) , Cinda Real Estate Co.Ltd(600657) and other more than 20 stocks rose; Construction, building materials, household appliances, household goods and other sectors related to real estate also rose sharply in early trading.
Gf Securities Co.Ltd(000776) said that in March, the interest rates of new housing and second-hand housing loans continued to decrease by 13bps and 15bps respectively, which has decreased for six consecutive months since October 2021, with a cumulative decline of 40bps. With the central bank increasing the pressure on mortgage lending, the decline of interest rates of commercial banks accelerated, and the improvement efforts and frequency on the demand side continued to increase. The policies at both ends of supply and demand continued to be issued, the expectation was improved, and the opportunities of the sector increased. It is suggested to increase the allocation proportion of the real estate sector and pay attention to the growth opportunities and investment opportunities of strong credit real estate enterprises with undertaking ability.
