Gem refers to a sharp rise of 4.02%, and real estate stocks lift the tide of daily limit. What do securities companies think

On Wednesday (30th), the three major A-share indexes opened higher and went higher. As of the close, the stock index rose 1.96% to 326660 points; The Shenzhen Composite Index rose 3.10% to 1226380 points; The gem index rose 4.02% to 269683. The rise and fall ratio of all trading stocks in Shanghai and Shenzhen was 3857802, with 91 stocks up and 7 stocks down.

On the disk, among the industry sectors, real estate development, real estate services, building materials, securities and other sectors led the increase, while planting and forestry, coal mining and processing, Shenzhen Agricultural Products Group Co.Ltd(000061) processing and other sectors led the decline.

real estate development sector lifted the limit tide, Langold Real Estate Co.Ltd(002305) , Bright Real Estate Group Co.Limited(600708) , Tahoe Group Co.Ltd(000732) , Tianjin Realty Development (Group) Co.Ltd(600322) , Cccg Real Estate Corporation Limited(000736) , Grandjoy Holdings Group Co.Ltd(000031) . and so on

In the concept sector, property management, Tianjin Free Trade Zone, rental and sale rights, dental medicine, voice technology and other sectors led the rise, while corn, genetically modified, agricultural planting, chemical fertilizer and other sectors led the decline.

On the news, Fuzhou relaxed the restriction, and confirmed from the real estate trading center of Fuzhou, Fujian, that the purchase of the registered residence in Fuzhou's main urban area has no need to provide social security or tax certificate or settlement, and it has already been able to handle the transfer procedures.

In addition, the Shanghai credit policy guidelines for 2022 issued by the Shanghai Branch of the people's Bank of China recently mentioned that financial institutions should not blindly limit, withdraw, cut off and suppress loans to ensure the stable operation of the industrial chain supply chain; We should correctly understand and implement the prudent management system of real estate finance, do a good job in the financial services of Real Estate Project M & A, increase the financial support for affordable housing, and help alleviate the housing pressure of new citizens.

In terms of northbound funds, the net inflow of northbound funds throughout the day exceeded 16.9 billion yuan, of which the inflow of Shanghai Stock connect exceeded 8.3 billion yuan and that of Shenzhen Stock connect exceeded 8.6 billion yuan.

Other trading stocks today are as follows: Ningbo Menovo Pharmaceutical Co.Ltd(603538) (10.00%), China Meheco Group Co.Ltd(600056) (10.01%), Sinodata Co.Ltd(002657) (9.99%), Innovation Medical Management Co.Ltd(002173) (9.99%), Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) (10.00%). Limit stocks: Lihang Technology (- 10.00%).

The top five stocks with turnover rate are: tynkon, Lihang technology, Tianjin Jinrong Tianyu Precision Machinery Co.Ltd(300988) , Rendu biology, Fujian Wanchen Biotechnology Co.Ltd(300972) , 68.878%, 67.743%, 63.045%, 62.923% and 62.688% respectively.

Wanlian Securities said that under the macro background of "stable growth", the fundamentals of the current real estate industry continue to stay at the bottom, and the marginal improvement policy continues. It is expected that there are still many favorable policies to be expected in the follow-up, and continue to be optimistic about the market performance of the real estate sector. It is suggested to pay attention to (1) property management companies with good fundamental performance; (2) High quality real estate enterprises with financial stability and background of central enterprises / state-owned enterprises; (3) Real estate enterprises with high-quality holding properties or transformation enterprises, or effectively form a virtuous capital cycle of "development +".

Guosheng securities also pointed out that with the epidemic gradually entering a controllable state and the enterprise profit level in the first quarter exceeding market expectations, investors' confidence in the market may gradually recover. In terms of operation, in the short term, under the background of reduced market risk appetite, we can pay attention to the real estate industry chain with reversal of difficulties, new energy infrastructure, banking and other industries with stable growth expectations, as well as coal, non-ferrous metals and other related sectors with annual report and first quarter report exceeding expectations; In the medium term, we can focus on the midstream and downstream manufacturing industries with improved corporate profits, such as new energy batteries, auto parts and other related industries.

Galaxy securities analysis said that there were positive signals in the recent Russia Ukraine negotiations, but before the sanctions were lifted, the commodity price rise caused by the supply shock and the increased global "stagflation" risk can not be ignored. Meanwhile, at the beginning of May, the Federal Reserve's second interest rate increase and table reduction plans were probably implemented, and the further rise of US bond interest rate will significantly suppress the valuation of equity assets. When the external risk disturbance is still in progress and the reversal of China's trend still needs to wait for signals, it is suggested that the allocation strategy should still focus on cost performance and look for high-quality targets with both attack and defense under the two main lines of steady growth and high prosperity.

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