Yesterday, there was another collective outbreak of real estate, in which the internal limit of stocks in the sector exceeded 30 levels, of which Tianjin Tianbao Infrastructure Co.Ltd(000965) achieved 10 boards in 11 days, 6 Shanxi Taigang Stainless Steel Co.Ltd(000825) connected boards and Cccg Real Estate Corporation Limited(000736) 6 five boards, worthy of the strongest main line in the current market.
On the news side, the purchase restrictions in another provincial capital city were relaxed. Fuzhou Housing Authority announced that outsiders can buy houses without social security certificates. On the other hand, Changle Hukou can buy two sets in Wucheng District. Overall, the relaxation is stronger than that of Zhengzhou. In addition, the central bank also stressed at its meeting yesterday that we should strengthen prudent monetary policy and actively “add” structural monetary policy tools. The overall wording is also relatively positive, raising the market’s expectations for subsequent interest rate cuts.
With regard to the frequent warm wind in the recent real estate policy, Northeast Securities Co.Ltd(000686) said: with the continuous increase of policy relaxation, the real estate industry β The upward trend remains unchanged, the steady green housing enterprises accelerate the concentration, and the advantages of the leading green housing enterprises in investment and financing appear. At the same time, with the strengthening of pre-sale supervision and credit regulation at this stage, the opportunities for private housing enterprises to improve their liquidity increase. Therefore, from a medium and long-term perspective, the opportunity for the follow-up real estate sector may lie in the return of the value of leading stocks.
From a short-term perspective, since the bottom on March 15, the real estate sector has increased by more than 20% in just 11 trading days. During this period, there has been no major correction and consolidation all the way up. And after yesterday’s concentrated pull-up, the sector has come near the previous high point, and the subsequent overall operation space may be suppressed to some extent. After the continuous climax in combination with the emotional side, the real estate sector may encounter differentiation at any time in the short term.
Among them, the sector leader of 11 days and 10 sectors Tianjin Tianbao Infrastructure Co.Ltd(000965) , which has obvious significance of direction mark. Once Tianjin Tianbao Infrastructure Co.Ltd(000965) rises and falls, it may lead to intensification of sector differences, and the phenomenon of fund high-low switching is expected to be more obvious. Since the funds may flow back to the low start-up stocks after profit taking from the high-end stocks, when there is a short-term correction and consolidation of the real estate, you can look for short-term opportunities in the back-end stocks just started.
In addition, the extension of the real estate industry chain is also the focus of short-term sustained attention. In fact, the real estate industry has a relatively large industrial chain, such as building materials, steel, cement, infrastructure, etc. in the upstream and household appliances and appliances in the downstream. These sectors have also experienced long-term and in-depth adjustment, and there is still much room for capital. The better thing is that the sharp rise of real estate stocks yesterday also successfully activated the upstream building materials. With the continuation of the main real estate market, the positive linkage between industrial chains is expected to be closer. If the fear of heights is caused by the continuous soaring of the real estate sector, the follow-up direction can focus on the ambush of high-quality stocks still in the relatively low real estate industry chain.
