In the morning trading on March 31, the trend of the three indexes fluctuated The trend of heavyweights such as Contemporary Amperex Technology Co.Limited(300750) and others is in the doldrums. The performance of the real estate sector was strong, with the sub sectors of real estate services and real estate development rising by 3.69% and 2.97% respectively in half a day, leading the market hand in hand, and 12 limit boards were harvested in Tianjin Tianbao Infrastructure Co.Ltd(000965) 15 trading days; Pharmaceutical business, traditional Chinese medicine and banking sectors rose one after another; Non metallic materials, small metals and power equipment led the decline.
In the concept sector, the water conservancy sector performs brilliantly. In terms of news, according to Xinhua News Agency on March 30, the executive meeting of the State Council held on March 29 proposed to start a batch of projects that have been included in the plan and are ripe in 2022.
real estate sector continues to strengthen
Tianjin Tianbao Infrastructure Co.Ltd(000965) 15 days 12 boards
The real estate development sector continued to strengthen.
According to the China Securities Taurus data, as of the noon closing, the real estate development sector index rose 3.69%. More than ten stocks in the sector rose by the limit, among which, Tianjin Tianbao Infrastructure Co.Ltd(000965) 15 day 12 board, 6 Tus Environmental Science And Technology Development Co.Ltd(000826) board, Cccg Real Estate Corporation Limited(000736) 7 day 6 board, Chongqingyukaifaco.Ltd(000514) , Tianjin Realty Development (Group) Co.Ltd(600322) 4 board.
In addition, the real estate giant China Vanke Co.Ltd(000002) with a market value of 200 billion yuan once rose by more than 5%. In terms of news, at the performance press conference on March 31, Yu Liang, chairman of the board of directors of Vanke, said that policies and measures conducive to market stability are constantly introduced. The central government has made clear the policy of promoting the virtuous cycle and healthy development of the real estate industry. Relevant departments and governments at all levels are also formulating policies to stabilize the market. Vanke has confidence in the policy environment. After adjustment, the industry will return to normality and rationality. The excessively high and low profit margins are unsustainable, and the income level of the industry will eventually return to the social average level. This is the policy basis for the industry to stop falling and stabilize and improve in stability.
On March 30, China Vanke Co.Ltd(000002) issued the announcement on the plan of repurchasing part of a shares, which planned to use self raised funds to repurchase part of A-Shares of the company in the form of centralized bidding transaction. The company said that it would choose an opportunity to repurchase 2-2.5 billion yuan in the next three months, and the repurchase price would not exceed 18.27 yuan / share. The purpose of repurchase was necessary to maintain the value of the company and shareholders’ rights and interests, and all the repurchased shares would be used for sale.
water conservancy sector opens higher and goes higher
The water conservancy concept sector opened higher today.
According to the China Securities Taurus data, as of the noon closing, the water conservancy sector index rose 2.49%. Within the sector sector, the Suzhou New District Hi-Tech Industrial Co.Ltd(600736) andso on.
At the executive meeting of the State Council held on March 29, it was proposed to start a batch of projects that have been included in the plan and have mature conditions in 2022, including major water diversion and transfer projects such as the follow-up project of the South-to-North Water Transfer, backbone flood control and disaster reduction, danger removal and reinforcement of dangerous reservoirs, irrigation area construction and transformation, etc. These projects, together with other water conservancy projects, can complete an investment of about 800 billion yuan in the whole year.
according to the Huatai Securities Co.Ltd(601688) Research Report, 757.6 billion yuan will be invested in water conservancy construction in 2021. In July 2020, the national development and Reform Commission proposed to focus on promoting the construction of 150 major water conservancy projects from 2020 to 2022, with a total investment of 1.29 trillion yuan. By the end of 2021, 67 projects have been approved and 62 projects have been started in total. The remaining projects are expected to be started in 2022.
At present, more than 20 A-share listed companies involved in water conservancy construction have announced the performance forecast for 2021, including 9 enterprises with positive net profit and growth rate of more than 50%. With the continuous disclosure of the annual reports of listed companies, the leading profitability of the water conservancy construction sector will further surface.
