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 up.
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 an offering price of 9399 yuan per share, with a scale of 705 million yuan. At present, the subscription scale 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, with a total scale of 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. Wells Fargo pioneered water REIT and laterite Shenzhen Yan Tian Port Holdings Co.Ltd(000088) reit with higher returns. The cumulative growth of the secondary market reached 57.54% and 44.75% respectively. The growth of AVIC Shougang green REIT reached 32.61%, and the cumulative growth of the following 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) with 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 Shenwan level industry, the main net outflow of pharmaceutical, biological and power equipment ranks first, with about 18.3 billion yuan and 10.5 billion yuan respectively; The net outflow of electronics, computers and media is more than 6 billion yuan.
The main force returned to five major industries this week, of which the construction sector received a net inflow of 5.5 billion yuan, ranking first in terms of amount; Steel, banking, machinery and equipment were the main force, with a small net inflow of less than 300 million yuan.
In terms of net outflow, excluding the new shares listed in recent January, Cosco Shipping Holdings Co.Ltd(601919) , Andon Health Co.Ltd(002432) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) the main force had a net outflow of more than 1 billion yuan, of which Cosco Shipping Holdings Co.Ltd(601919) was sold off by the main force with a large amount of 2.386 billion yuan.
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) retreated by more than 10% Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) and Jiangsu Hengrui Medicine Co.Ltd(600276) 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, several construction stocks such as 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) , etc. 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%.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
