Today, real estate stocks and related industrial chains led the rise. From the perspective of market led industries, steel, building materials and real estate are individual stocks in the upstream and downstream industrial chains of real estate. Cccg Real Estate Corporation Limited(000736) became a high-standard stock, and walked out of 8 trading boards in 9 days.
The real estate sector is so strong that many people expected that by the end of March, Li Yan, the fund manager of Huaxia Xinghe, had shouted out that "the current real estate shares are equivalent to those of 2015 Baijiu".
Li Yan's optimistic logic is also very simple, that is, the market share of excellent real estate leaders has increased. Li Yan expressed his view that there is an opportunity for the real estate industry chain in 2022 to restore the attribute of public utilities, especially optimistic that leading companies will have 2-3 times the market share to improve.
Guotai Junan Securities Co.Ltd(601211) believes that the risk expectation "will not be worse" in the short cycle when the market starts trading. For example, after the meeting, the financing of some real estate enterprises was restored, and all localities began to accelerate the relaxation of purchase and loan restrictions.
northbound Fund: favorite China State Construction Engineering Corporation Limited(601668)
According to the data of China stock market news choice, since the rebound of real estate stocks on March 16, northbound funds have increased their holdings of 64 stocks in real estate and building materials, with a total amount of more than 3 billion yuan.
Specifically, among the three sectors, since March 16, China State Construction Engineering Corporation Limited(601668) , the largest amount of capital holdings in the north, with an increase of more than 400 million yuan China Energy Engineering Corporation Limited(601868) ranked second, with an increase of more than 240 million yuan.
China Railway Group Limited(601390) , Jinke Property Group Co.Ltd(000656) , Gansu Shangfeng Cement Co.Ltd(000672) , China Design Group Co.Ltd(603018) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) and other individual shares increased between 210 million and 100 million yuan.
The increase amount of Huaxin Cement Co.Ltd(600801) , Anhui Conch Cement Company Limited(600585) , Shanghai Wanye Enterprises Co.Ltd(600641) , Shanghai Construction Group Co.Ltd(600170) , Greenland Holdings Corporation Limited(600606) , Guangdong Tapai Group Co.Ltd(002233) and other multiple shares is between 90 million and 70 million yuan.
From the perspective of subdivided industries, northbound funds seem to prefer individual stocks in the building materials sector to those in the pure real estate development industry.
main funds: over 70 billion scavenging
What about the main funds represented by large single funds?
According to the data of China stock market news choice, since the rebound of real estate stocks on March 16, the main funds have increased their holdings of 52 stocks in real estate and building materials, with a total amount of more than 7.1 billion yuan.
Specifically, among the three sectors, since March 16, China Vanke Co.Ltd(000002) , with an increase of more than 2.8 billion yuan, has been the largest increase in capital holdings Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) ranked second, with an increase of more than 500 million yuan.
The net purchases of Risesun Real Estate Development Co.Ltd(002146) , Jiangsu Zhongnan Construction Group Co.Ltd(000961) , Guangdong Kinlong Hardware Products Co.Ltd(002791) , China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , China Merchants Property Operation & Service Co.Ltd(001914) , Grandjoy Holdings Group Co.Ltd(000031) , Hainan Ruize New Building Material Co.Ltd(002596) , Cosmos Group Co.Ltd(002133) and other major stocks ranged from 300 million yuan to 100 million yuan.
From the perspective of subdivided industries, different from northbound funds, the top net purchases of main funds are mainly real estate development stocks, China Vanke Co.Ltd(000002) , Risesun Real Estate Development Co.Ltd(002146) , Jiangsu Zhongnan Construction Group Co.Ltd(000961) , etc; The main net purchases of individual stocks in the field of decorative building materials such as Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , Guangdong Kinlong Hardware Products Co.Ltd(002791) , Beijing New Building Materials Public Limited Company(000786) and so on are also higher.
buyer: optimistic about leading stocks
In addition to the seller's organization, the buyer and insiders are also optimistic about the real estate and its industrial chain stocks.
Cao Mingchang, investment director of China Europe Fund, said that after this round of reshuffle, the future pattern of the real estate industry may be clearer. Optimistic about leading real estate stocks, their market share is likely to increase, and their profits may be better in the future.
Harvest Fund pointed out that the correction of follow-up policies of the real estate industry and the force of steady growth can be expected. Selecting the enterprises that will win in the end will make the industry tend to be healthy after rectification, which will be conducive to leading enterprises to seize the share and obtain a reasonable return on assets. The price given by the market is attractive in the long run and has absolute income opportunities.
Geng Yitao, a researcher at Suning Financial Research Institute, said that the strength of the real estate sector is mainly related to the improvement of industry fundamentals. Recently, the housing loan market policy has been warm, releasing many positive signals. First of all, after the Spring Festival, market confidence in home ownership has recovered. Previously, the real estate sector has fallen for many years, and it is normal to rebound.
Secondly, the price side of mainstream cities has gradually stabilized. In this year's GDP 5 Under the rigid requirement of 5%, stabilizing the real estate industry is an important part of stabilizing the economy. Recently, many ministries and commissions have jointly issued a voice to prevent and resolve the risks of the real estate industry and actively promote the transformation and development of the real estate industry.
