The REITs products listed in the early stage have a good overall profit-making effect. This year, the first “Big Mac” public offering REIT may appear. This week, the main force favored infrastructure stocks and fled the leading maritime companies.
“Big Mac” REIT subscription scale exceeds 80 billion yuan
On April 8, the stock index rebounded from the bottom and closed up 0.47%. The real estate sector rose in the afternoon, especially the stocks superimposed with the concept of REITs, Sichuan Languang Development Co.Ltd(600466) , Wuhan East Lake High Technology Group Co.Ltd(600133) , Everbright Jiabao Co.Ltd(600622) , Yunnan Tourism Co.Ltd(002059) and other concept stocks closed and stopped rising.
REITs is fully known as real estate investment trusts, which means real estate investment trusts in Chinese, that is, its essence is still a fund, but its underlying assets are not stocks or bonds, but real estate (real estate, expressway, industrial park, etc.). REITs can generate value through future rent collection or self appreciation, and can be traded or distributed in the secondary market.
On the news side, on April 7, the first publicly raised REITs in 2022, the REIT of Huaxia China Communications Construction Company Limited(601800) expressway, was officially put on sale and became a hot money in the market.
The REIT sold 75 million initial fund units to public investors at a price of 9399 yuan per share, with a scale of 705 million yuan. At present, the subscription scale of has exceeded the staggering 84.4 billion yuan if the raising is successfully completed, Huaxia China Communications Construction Company Limited(601800) reit will become the largest public offering REITs in the market, and the total scale of will reach 9.399 billion yuan
Shanghai Securities believes that Huaxia China Communications Construction Company Limited(601800) reit has high-quality transportation infrastructure assets – Jiatong expressway. The regional economy where the expressway is located develops rapidly and has great potential; There are abundant industrial clusters along the line, many freight ports and strong demand for logistics and transportation. Compared with other types of REITs, highway REITs stabilize prices and passenger sources, making income sustainable and resilient.
REITs products listed in the early stage have a good overall profit-making effect. According to the statistics of securities times · databao, as of April 8, 11 REITs products in the whole market had achieved positive returns. The higher yielding of 61%, and then the cumulative increase of three REITs exceeded 20%.
According to the statistics of data treasure, there are 24 REITs concept stocks in the A-share market. Since March, concept stocks have increased by an average of 21.97%. Among them, Langold Real Estate Co.Ltd(002305) share price has doubled, with a cumulative increase of 117.65% Shenzhen New Nanshan Holding (Group) Co.Ltd(002314) , Everbright Jiabao Co.Ltd(600622) increased by more than 60% Sichuan Languang Development Co.Ltd(600466) , China Calxon Group Co.Ltd(000918) , Huay Uan Property Co.Ltd(600743) and others increased by more than 40%. Institutions pay high attention to China Vanke Co.Ltd(000002) , S.F.Holding Co.Ltd(002352) , Poly Developments And Holdings Group Co.Ltd(600048) , Seazen Holdings Co.Ltd(601155) and more than 20 rating agencies.
Calculated according to the median value of the annual report or forecast interval, Eternal Asia Supply Chain Management Ltd(002183) annual net profit increased by 314.95% year-on-year Beijing Capital Eco-Environment Protection Group Co.Ltd(600008) , China Railway Construction Corporation Limited(601186) , Huafa Industrial Co.Ltd.Zhuhai(600325) net profit achieved positive growth Shenzhen Worldunion Group Incorporated(002285) , Langold Real Estate Co.Ltd(002305) net profit declined seriously.
a-share main force’s net outflow exceeded 70 billion in three days
large-scale return to the construction sector
According to data treasure statistics, from April 6 to 8, the net outflow of the main A shares was 73.682 billion yuan.
In the shenwanyi industry, the net outflow of medicine, biology and power equipment main force ranks first, with about 18.3 billion yuan and 10.5 billion yuan respectively electronics, computers and media net outflow of more than 6 billion yuan.
The main force returned to five major industries this week, of which construction sector received a net inflow of 5.5 billion yuan, ranking first in the amount steel, banking, machinery and equipment received a small net inflow of less than 300 million yuan.
In terms of net outfoutfoutfoutfoutfoutfoutfoutf: taking away the new shares that were listed in the last month, and the bigselling.
On the news side, affected by the decline in the freight rates of Panamax and super handy freighters, the Baltic dry bulk freight index fell for 11 consecutive days, with a cumulative decline of nearly 20% to a low of 2061 points, reflecting the downward trend of the current shipping market scene and the withdrawal of funds.
In terms of industry, the TCM biological sector in the top 20 lists accounts for 8 shares, and the capital outflow is generally more than 500 million yuan. Affected by this, individual stocks generally got out of the declining market, Andon Health Co.Ltd(002432) , China Meheco Group Co.Ltd(600056) , Realcan Pharmaceutical Group Co.Ltd(002589) , Shanghai Pharmaceuticals Holding Co.Ltd(601607) pullback exceeded 10% Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) and Jiangsu Hengrui Medicine Co.Ltd(600276) two leading stocks retreated by more than 7%.
Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) was the only hospital stock to record a rise. The company benefited from the safety and effectiveness of Lianhua Qingwen, its product, which has been confirmed by the front-line application of prevention and treatment at home and abroad. The drug has high cost performance. The stock price has soared recently, rising by 23.94% this week.
In terms of net inflow, the capital is inclined to the infrastructure sector, and Sany Heavy Industry Co.Ltd(600031) , Byd Company Limited(002594) , China State Construction Engineering Corporation Limited(601668) won the main position increase of more than 1.2 billion yuan. Consistent with the industry situation, China State Construction Engineering Corporation Limited(601668) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , China Railway Construction Corporation Limited(601186) , Xinjiang Communications Construction Group Co.Ltd(002941) and other construction stocks were favored by the main force.
Under the capital injection, the trend of individual stocks is generally good Xinjiang Communications Construction Group Co.Ltd(002941) the highest increase in three days, 27.16% Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , China State Construction Engineering Corporation Limited(601668) , China Railway Construction Corporation Limited(601186) all increased by about 10%.
