This year’s “quadruple Bull Stock” Zhejiang Construction Investment Group Co.Ltd(002761) will be lifted in large amount on April 25. The proportion of this lifting is 23.05%, and the market value of the lifting is about 5.18 billion yuan. According to the current stock price, the floating profit of the two restricted shareholders exceeds 3 billion yuan.
A total of 58 shares were lifted this week, with a market value of more than 40 billion yuan. According to the data, the market value of Lakala Payment Co.Ltd(300773) , Zhejiang Construction Investment Group Co.Ltd(002761) lifting the ban is 6.856 billion yuan and 5.18 billion yuan respectively. In terms of the proportion of lifting the ban, China Master Logistics Co.Ltd(603967) lifting the ban reached 65.01%, which was the restricted shares of the original shareholders, followed by Lakala Payment Co.Ltd(300773) , Nanjing Sunlord Electronics Corporation Ltd(300975) , lifting the ban 46.55% and 42.28% respectively.
This year’s quadruple “popularity king” Zhejiang Construction Investment Group Co.Ltd(002761) will be lifted in large amount on April 25, with the number of 249 million shares lifted. The proportion of this lifting is 23.05%, and the market value of the lifting is 5.18 billion yuan. The restricted shareholders involved were ICBC Financial Asset Investment Co., Ltd. and China Cinda Asset Management Co., Ltd. at that time, the additional issue price was 8.69 yuan / share (absorbed and merged with Zhejiang construction group). According to the current stock price, the floating profit ratio of the above two shareholders (Reference) was about 150% (after ex dividend).
Since the spring of this year, the traditional infrastructure industry orders began to cash. Under the “steady growth” policy, the large infrastructure sector has ushered in a wave of market. From February 7 to March 18, Zhejiang Construction Investment Group Co.Ltd(002761) recorded 16 trading boards. Since the share price hit a record high of 41.44 yuan on March 21, Zhejiang Construction Investment Group Co.Ltd(002761) has continued to decline, and has been halved from the highest point of the share price so far.
Public information shows that Zhejiang Construction Investment Group Co.Ltd(002761) is currently a modern enterprise group with BT, BOT, TOT and PPP investment in infrastructure as the leader, infrastructure equity investment, asset management, facility operation, project construction and project management as the main business, while taking into account government resource development, land management and other businesses.
In the second quarter, securities companies still recommend large infrastructure sectors. Chuancai Securities believes that in the long run, new energy infrastructure and digital infrastructure are more in line with the requirements of China’s economy towards high-quality development, and the industry has more growth. In the short term, there is no conflict between the development of new infrastructure and the realization of steady growth. New energy infrastructure and digital infrastructure are important directions for investment in advance of steady growth policies. At present, the average valuation of the infrastructure industry has been adjusted to a reasonable range, and the new infrastructure is expected to rebound in the second quarter.
