The real estate sector led the decline today, with 10 stocks down more than 8% the Chongqingyukaifaco.Ltd(000514) which has already gained three boards opened for only three minutes and once again pulled up the closed board, once winning 9 boards in 15 days, but the stock price plunged sharply near noon (the limit was maintained for nearly two hours). Then the situation turned sharply downward and fell to the limit at the end of the trading until the closing, staged an amazing scene of “sky floor” .
For a long time, the company’s share price has increased by 136.49% up to now from the low point at the beginning of the year .
What funds are “making waves” behind the sharp fluctuation of stock price Chongqingyukaifaco.Ltd(000514) after hours, the one-day list data showed that the funds of the dragon and tiger list sold a net 128 million yuan well known hot money Huatai Securities Co.Ltd(601688) Zhenjiang Branch, China Merchants Securities Co.Ltd(600999) trading unit and Nanchang Branch of Huaxin securities are listed as sell one, sell two and sell five seats, with a total net sales of about 147 million yuan brother Zhao and Organization ranked buy three and buy four seats.
It is worth noting that not only Chongqingyukaifaco.Ltd(000514) , today Cccg Real Estate Corporation Limited(000736) , Langold Real Estate Co.Ltd(002305) are also out of a similar “sky floor” trend. Both high-end real estate stocks rose in the morning and hit the daily limit, and turned sharply lower near 11:30. Finally, they hit the daily limit in the late trading, among which Langold Real Estate Co.Ltd(002305) blocked the daily limit until the closing. Strangely enough, Cccg Real Estate Corporation Limited(000736) had a “sky floor” trend last Monday, which can be described as “recurrence of the past”.
According to the data on the one-day chart after the end of the day after the end of the day after the end of the day after the end of the \ .
Langold Real Estate Co.Ltd(002305) longhubang net capital sales of 174 million yuan, known as the “retail base”, the three securities business departments of China stock market news securities in Lhasa are responsible for buying one, three and five seats .
From the data of capital flow in the real estate sector, the net outflow of main capital in the real estate sector ranks the top , with a net outflow of 2.799 billion yuan.
Some analysts said that the phenomenon of sky floor of high-end stocks has been more frequent recently, which can be regarded as the concentrated embodiment of market fear of heights and behind it may mean that the market style is quietly changing .
In terms of news, the National Bureau of statistics released the national real estate development investment and sales today. From January to March, the sales of commercial housing was 2965.5 billion yuan, a year-on-year decrease of 22.7% ; The sales area of commercial housing was 310.46 million square meters, a year-on-year decrease of 13.8%; The investment in real estate development was 2776.5 billion yuan, a year-on-year increase of 0.7% .
Guosen Securities Co.Ltd(002736) Ren He pointed out in the Research Report on April 18 that although many places have launched measures such as relaxing purchase and loan restrictions since March to promote the demand for house purchase, the current policy strength and scope are still relatively limited . At the same time, affected by the impact of the epidemic and the decline in sales, the performance of investment and funds in place deteriorated. In addition, the decline of construction and completion continued to expand under the epidemic situation, and the pressure of looking forward to the second quarter is still high .
“In the short term, all localities may continue to strengthen the optimization and adjustment of demand side policies.” An authoritative industry source said that at present, the adjustment pressure in most cities is still large, adding the impact of the high base in the same period last year, it is expected that the year-on-year decline in the scale of national commercial housing sales in April will remain high .
On the other hand, on April 15, the central bank decided to reduce the deposit reserve ratio of financial institutions by 0.25 percentage points on April 25, 2022.
Jiang Yuhui of Cinda securities analyzed in the Research Report on April 17 that since 2008, the real estate sector has ushered in an increase within one month after the RRR reduction. The central bank releases liquidity after the RRR reduction, and the leading real estate enterprises usually benefit first. According to the calculation of the RRR reduction, 530 billion yuan was released, which accurately matched the remaining liquidity gap release the positive signal of the real estate sector .
Similarly, some insiders said that the RRR reduction is good for the real estate market. It is expected that the tight capital chain of real estate enterprises and the year-on-year decline of personal mortgage loans in the second quarter are expected to be improved.
Up to now, Chongqingyukaifaco.Ltd(000514) has not announced the results of the first quarter of this year. According to its 2021 annual report, the annual revenue of last year was 1.187 billion yuan, a year-on-year increase of 90.2%; The net profit was 162 million yuan, a year-on-year increase of 21.40%.
