① the investment scale of water conservancy construction will be expanded, and the water conservancy sector will welcome the development dividend again
The Ministry of Water Resources said that it would promote the pilot of real estate investment trusts (REITs) in the field of water conservancy, encourage and guide social capital to participate in the construction and operation of water conservancy projects, and strive to expand the scale of investment in water conservancy construction.
Anxin Securities pointed out that the water conservancy sector will welcome the development dividend again, and the scale of water conservancy investment and project construction progress will be considerable in the future. It is suggested to pay attention to the high-quality project targets Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Anhui Construction Engineering Group Corporation Limited(600502) , etc. of the water conservancy sector.
② adjust the mortgage interest rate more underground, and the institution said that the credit environment will continue to improve
Zou LAN, director of the financial market department of the people’s Bank of China, said that since March, due to the weakening of market demand, banks in more than 100 cities have independently lowered mortgage interest rates, with an average range of 20-60 basis points.
Sinolink Securities Co.Ltd(600109) research report said that the reduction of mortgage interest rate is conducive to stimulating the release of house purchase demand. In the future, more policies and measures for coordinated efforts between supply and demand will be implemented, and the credit environment will continue to improve. It is suggested to pay attention to Greentown China, China Construction Development International, Hangzhou Binjiang Real Estate Group Co.Ltd(002244) etc.
③ a number of covid-19 testing related companies have made a quarterly report, and the related assets deserve attention
A number of Listed Companies in covid-19 testing sector reported their first quarter results in advance. Among them, Shenzhen Yhlo Biotech Co.Ltd(688575) expects the net profit in the first quarter to increase by 109475% ~ 1227.5% year-on-year Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) Andon Health Co.Ltd(002432) it is estimated that the net profit in the first quarter increased by 3670743% ~ 4196563% year-on-year.
Founder Securities Co.Ltd(601901) believes that with the increase of virus transmission, the difficulty of covid-19 prevention and control has increased, driving the demand for covid-19 prevention and control. It is suggested to focus on the allocation of epidemic related assets, such as Daan Gene Co.Ltd(002030) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Sansure Biotech Inc(688289) , Shanghai Zj Bio-Tech Co.Ltd(688317) , etc.
