Policy injection “chicken blood” vocational education sector continued to rise! The real estate sector bucked the trend and several stocks were collectively closed

Affected by the sharp decline of US stocks overnight, A-Shares opened low as a whole this morning. However, different from the sharp decline led by US technology stocks, A-share technology stocks performed well. Within two or three minutes after the low opening of Kechuang 50 index, it turned red in a straight line, which led to the overall rebound of the market.

On the disk, real estate, vocational education, public transport, seed industry and other sectors led the increase, while hotel catering, coal, daily chemical industry, nonferrous metals and other sectors led the decline. The net inflow of funds going north was 2.73 billion yuan.

zhonggai education stocks soared against the trend

When the US stock market plummeted last night, China Education stocks soared against the trend. Suntech institutions soared by more than 39% at one time. Although the increase narrowed by the end of the closing, it still soared by 21.83%.

Last week, Suntech also fell to $2.16, up from $5.48 last night, up 154% in just over a week. Headmaster education also rose by more than 23%, Netease Youdao rose by more than 15%, and tal also rose against the trend.

This morning, the A-share vocational education sector opened low and went high. The sector index once rose nearly 2%, and the half day transaction was close to the whole day transaction yesterday. Leading stocks Offcn Education Technology Co.Ltd(002607) rose the limit for the second consecutive day, and Longzhou Group Co.Ltd(002682) and others also rose the limit strongly or exceeded 10%. Education ETF also rose by more than 1%.

Since the introduction of the “double reduction” policy, the A-share education sector has continued to make a sharp correction, and its performance has encountered a “big avalanche”. According to the data statistics, 12 of the 21 listed companies engaged in the education industry in 2021 suffered losses to varying degrees, accounting for nearly 60%.

Vocational education has become the key strategic adjustment direction of relevant listed companies, and preliminary results have been achieved Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) , after the “double reduction policy” was issued, the original K12 subject education and K12 quality education were abandoned, and the business strategy was adjusted to vocational education, college student education, youth education, international and basic education, etc. Under this rectification, the company’s profit returned to positive value in the first quarter of 2022, reaching 73 million yuan, a year-on-year increase of 41.52%.

Suzhou Kingswood Education Technology Co.Ltd(300192) also divested K12 related businesses and turned to vocational education in an all-round way. It signed a strategic cooperation agreement with aerospace cloud technology. The two sides plan to jointly develop and operate business modules such as “talent empowerment center, modern industry college, vocational qualification certification and digital twin online training platform”, so as to continuously export education, teaching and training services to the government, universities and enterprises.

Overall, in the first quarter of 2022, the number of net profit loss making enterprises among the 21 listed education companies has been reduced to 9, accounting for 40%. Xueda (Xiamen) Education Technology Group Co.Ltd(000526) , Suzhou Kingswood Education Technology Co.Ltd(300192) , national Shanghai New Culture Media Group Co.Ltd(300336) and others, including Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) , showed signs of good performance.

In addition, this month, since the newly revised vocational education law officially came into force, this is the first revision of the vocational education law in nearly 26 years, clarifying the connotation, positioning and development principles of vocational education, and improving the organization and management mechanism.

Caixin Securities said that the revision of the new vocational education law emphasizes the coordinated development of vocational education and general education, once again reflects the state’s affirmation of the important status of vocational education and the trend of encouragement and support for vocational education, and constitutes a favorable policy level for vocational school education and vocational education and training. It is suggested to pay attention to the vocational education and training sector of a shares, such as Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) , Shanghai Action Education Technology Co.Ltd(605098) .

continuous deregulation of real estate regulation

The real estate sector also turned red rapidly after opening low in the morning, rising by 1.7% as of noon closing, with strong trading limits of Langold Real Estate Co.Ltd(002305) , Shenzhen Centralcon Investment Holding Co.Ltd(000042) , Tianjin Songjiang, 5I5J Holding Group Co.Ltd(000560) and so on. Fabricated buildings, property management, Evergrande concept, garden decoration and other sectors closely related to the real estate industry also strengthened across the board, Tianjin Lvyin Landscape And Ecology Construction Co.Ltd(002887) , Shenzhen Cheng Chung Design Co.Ltd(002811) , etc.

The real estate industry has been mixed recently. On the one hand, in the face of covid-19 pneumonia and other factors, there is a certain downward pressure on China’s economy, the risk of the real estate market has accumulated, and the sales data released by the Bureau of statistics has fallen sharply; On the other hand, in order to better achieve the goal of “stabilizing land prices, house prices and expectations”. Recently, news of relaxing real estate regulation and control policies has been continuously issued all over the country.

Today, the housing and Urban Rural Development Bureau of Luzhou City, Sichuan Province, and other five departments jointly issued several measures to promote the steady and healthy development of the real estate market (Trial), which provided guidance to servicemen, veterans, rural registered residence personnel in Luzhou City, non registered residence personnel, college graduates (including junior college and undergraduate) who have graduated less than five years, and families who have given birth to two or three children in accordance with the national fertility policy, If the first or second newly-built commercial houses are purchased within the construction land in the central urban area, a one-time house purchase subsidy shall be given at 2% of the total purchase price.

Previously, Jiangsu Lianyungang Port Co.Ltd(601008) , Zhengzhou, Changsha, Lanzhou, Fuzhou, Changsha, Nanjing, Suzhou and other places have announced the adjustment of real estate market regulation policies. From the perspective of policy content, it is mainly to reduce the proportion of down payment, increase the support of provident fund for house purchase, reduce the mortgage interest rate, adjust the scope of purchase restriction, shorten the sales restriction cycle, give tax incentives and house purchase subsidies to house buyers, etc.

Market institutions also have some differences on the future of the real estate market. E-House Research Institute cautiously said that according to the simple arithmetic average calculation, the price index of newly-built commercial housing in 70 cities in China increased by – 0.1% year-on-year in April. This is the first year-on-year decline since December 2015, with strong signal significance. The inflection point in the price of new commercial housing fully shows that the real estate market is facing great downward pressure, and all kinds of work to stabilize house prices and expectations need to be accelerated.

The shell Research Institute is optimistic that the central bank has recently lowered the lower limit of the first mortgage interest rate by 20 basis points. Combined with the cancellation of house recognition and loan recognition in some cities in the early stage, the demand for house replacement is implemented according to the first set of loans. The reduction of the lower limit of interest rate is conducive to reducing the purchase cost of rigid demand and improving demand, which is expected to improve market transactions and speed up the bottom repair of house prices.

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