From the changes in the market value of capital positions in the north in the past five trading days, China Vanke Co.Ltd(000002) has increased the most, reaching 1.241 billion yuan, and has been increased for five consecutive days.
In the first four trading days of 2022, northbound funds accumulated a net purchase of more than 6.2 billion yuan. Among them, in addition to the net outflow on Thursday, the remaining three trading days showed net inflow.
Among the stocks with the highest proportion of northward capital increase this week, 9 stocks were increased by more than 1%, of which China Railway Tielong Container Logistics Co.Ltd(600125) was the largest, reaching 1.73%. In addition, Pnc Process Systems Co.Ltd(603690) , Hubei Xingfa Chemicals Group Co.Ltd(600141) , Guangdong Advertising Group Co.Ltd(002400) and other holdings are among the top.
Judging from the changes in the market value of capital positions in the north in the past five trading days, China Vanke Co.Ltd(000002) has increased the most, reaching 1.241 billion yuan; Sany Heavy Industry Co.Ltd(600031) followed closely, and the market value of positions increased by 1.184 billion yuan; The value of Ping An Insurance (Group) Company Of China Ltd(601318) and Ping An Bank Co.Ltd(000001) financial stock markets also increased significantly.
It is worth noting that China Vanke Co.Ltd(000002) has been increased by northbound capital for five consecutive trading days, and the shareholding ratio has increased to 3.92% from 3.5% on December 31 last year to 3.92% on Friday.
From the news side, on Thursday, the financial Associated Press reporter learned exclusively from real estate enterprises that at present, the bank has informed some large high-quality real estate enterprises that the relevant M & A loans will no longer be included in the relevant indicators of the “three red lines” for the debt bearing acquisition of the projects of the insured enterprises.
From the perspective of real estate sector investment, Boc International (China) Co.Ltd(601696) believes that the beginning of the year is still a good investment time point, mainly based on:
1) although the current situation of sales cooling, financing control and capital supervision is difficult to change in the short term, and the painful period of the industry will continue, the core contradiction between sluggish sales and declining profit margin has been fully conveyed to the management, and obvious positive signals have been seen in policies and statements. It is expected that the liquidity and administrative policies at both ends of supply and demand are expected to be marginally loose.
2) fundamentals are expected to improve at the end of the first quarter. It is considered that the key to the virtuous cycle emphasized by the current policy lies in the chain operation of sales investment sales. At this stage, the sluggish sales has weakened the current willingness of real estate enterprises to acquire land and start new construction. The decline in land transactions and new construction has reduced the number of subsequent market entry projects, and there is further continuous downward pressure on sales. The negative transmission relationship makes it impossible for the industry to operate healthily.
Boc International (China) Co.Ltd(601696) said that with the arrival of the bottom area of Q1 sales, the investment may bottom out in Q2 and begin to improve, and the overall industry will gradually realize a virtuous circle in the second half of 2022. It is recommended to continue to pay attention to the opportunities in the real estate sector. Suggestions: 1) development sector: Poly Developments And Holdings Group Co.Ltd(600048) , Gemdale Corporation(600383) , China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Vanke A, Longhu group and China Resources Land. 2) Property sector: Country Garden service, Xuhui Yongsheng service, China Resources Vientiane life.
(source: financial Associated Press)
