Today, the market turns to traditional industries. The building decoration and building materials sectors with a total market value of more than 3 trillion have both risen sharply, including building decoration and building materials, which have risen by more than 3.5% and 1.7%. In the 49 trading days since November 10 last year, the two sectors have continued to rise as a whole. The total market value of building decoration has increased by 264.8 billion yuan, and the total market value of building materials has increased by 145.2 billion yuan, with a total surge of 410 billion yuan, equivalent to an average increase of 8.3 billion yuan per trading day.
In terms of news, according to Shanghai Securities News, at the just concluded first press release of the national development and Reform Commission in 2022, Yuan Da, director of the comprehensive Department of national economy of the national development and Reform Commission, said that we should speed up the introduction of a series of policies and measures to implement the strategy of expanding domestic demand, timely study and put forward targeted measures to revitalize industrial operation, and appropriately carry out infrastructure investment in advance, Accelerate the promotion of 102 major projects in the 14th five year plan.
Soochow Securities Co.Ltd(601555) said that recently, the central government mentioned the new special debt, focusing on water conservancy, transportation, municipal infrastructure construction, affordable housing projects and other fields. The Ministry of water resources mentioned the implementation of major projects of the national water network. We expect that the construction of underground pipe network and sponge city will bring sustainable increment during the 14th Five Year Plan period.
Tianfeng Securities Co.Ltd(601162) mentioned that there is an obvious “restless spring” market in the cement index. In recent 20 years, the Q1 cement index has risen for 13 years, outperforming the Shanghai Composite Index for 16 years, and the average relative return in recent five years is 7%. We believe that the combination of the steady growth policy and the high starting point of prices at the beginning of the year provides favorable support for this round of agitation, and the market can be expected in spring.
multi channel fund “hunting”
Since November 10 last year, multi-channel funds have also scrambled to raise some stocks in the field of construction decoration and building materials, and the share price performance of some stocks during the period is quite considerable.
main funds: most favored Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271)
According to the data of China stock market news choice, since November 10 last year, the main funds represented by super large single funds have bought 20 shares with a net purchase of more than 60 million yuan.
Among them, the leader of waterproof materials Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) was the most favored by the main force. During this period, the net purchase amount exceeded 1.16 billion yuan, with an increase of more than 30% in the range; Secondly, China State Construction Engineering Corporation Limited(601668) was also purchased by the main capital of more than 480 million yuan. In addition, the net purchase amount of bidding shares, China Communications Construction Company Limited(601800) , Dehua Tb New Decoration Material Co.Ltd(002043) , China Railway Group Limited(601390) and other multiple shares exceeded 200 million yuan.
leveraged funds: buy Long Yuan Construction Group Co.Ltd(600491)
According to the data of China stock market news choice, since November 10 last year, the two financing funds with sensitive sense of smell have also raised many construction decoration building materials stocks, of which the net amount of financing to buy the top 20 stocks has exceeded 20 million yuan.
Of which Long Yuan Construction Group Co.Ltd(600491) net purchase exceeded 340 million yuan; The net purchases of China National Chemical Engineering Co.Ltd(601117) , Sichuan Road & Bridge Co.Ltd(600039) and China Jushi Co.Ltd(600176) exceeded 200 million yuan and 150 million yuan.
In terms of rise and fall, Cofco Engineering & Technology Co.Ltd(301058) , tender shares and other secondary new shares doubled; Among non secondary new shares, Shenzhen Bauing Construction Holding Group Co.Ltd(002047) increased by more than 57%.
northbound capital: love this 20 shares
According to the data of China stock market news choice, since November 10 last year, northbound funds have also laid a large ambush in building materials stocks. According to the number of shares increased during the period and the average transaction price, of which China State Construction Engineering Corporation Limited(601668) is the most popular. The total increased amount of northbound funds exceeds 2.5 billion yuan, followed by China Jushi Co.Ltd(600176) close to 700 million yuan.
The increased holdings of China Railway Group Limited(601390) , Anhui Conch Cement Company Limited(600585) , Sinoma Science & Technology Co.Ltd(002080) , Skshu Paint Co.Ltd(603737) , Shanghai Construction Group Co.Ltd(600170) , Sichuan Road & Bridge Co.Ltd(600039) , Guangdong Kinlong Hardware Products Co.Ltd(002791) all exceeded 200 million yuan.
In terms of stock price performance during the period, Luoyang Glass Company Limited(600876) , China Energy Engineering Corporation Limited(601868) , Anhui Construction Engineering Group Corporation Limited(600502) , China Railway Group Limited(601390) and other stock prices increased by more than 20%.
organization: focus on five main lines
On January 17, the National Bureau of statistics released the main data of the total retail sales of social consumer goods in 2021, including the retail sales of construction and decoration materials of 19.7 billion yuan, a year-on-year increase of 20.4%.
Not only that, according to the information jointly released by the Circulation Industry Development Department of the Ministry of Commerce and the China State Construction Engineering Corporation Limited(601668) Material Circulation Association, the cumulative sales of building materials and home stores above Designated Size reached 1177.392 billion yuan, a year-on-year increase of 54.43%.
Huaxin Securities pointed out that the inflection point of infrastructure growth has arrived, and Daji Construction Bank can be expected. Under the guidance of the 14th five year plan, the new infrastructure was accelerated. It is estimated that the investment scale of new infrastructure in 2022 will be 2002.7 billion yuan, with an increase of 452.4 billion yuan, with a growth rate of nearly 30%. We resumed the market trend of previous financial forces. With the current round of financial support, the growth rate of infrastructure is expected to face an inflection point in the first quarter, and the infrastructure market will usher in a small climax.
The agency further analyzed that the five main investment lines jointly deduce the market of large infrastructure. (1) Transportation and water conservancy; (2) Pipe network transformation and construction direction: the transformation and construction of pipe network is still a short board of sewage treatment; (3) Energy sector represented by photovoltaic and wind power; (4) New energy infrastructure direction with UHV, energy storage and intelligent charging pile as the core; (5) New intelligent infrastructure with 5g, big data center, industrial Internet and artificial intelligence as the core.
