The steady growth sector rises again.
On January 20, the central bank announced on its website that the people’s Bank of China authorized the national interbank lending center to announce that the quoted interest rate (LPR) of the loan market on January 20, 2022 is: 1-year LPR is 3.7%, and more than 5-year LPR is 4.6%. The above LPR is valid before the next LPR release.
The good news finally improved the market. As of the morning closing, all major indexes had rebounded, with the Shanghai index up 0.29% and the gem index up 0.11%. The value sector represented by “Yindi insurance” performed well, and the Shanghai and Shenzhen 300 index rose 1.11%.
bank land insurance soared across the board
The current 5-year LPR is 4.65%. The last reduction was on April 20, 2020 – from 4.75% to 4.65%, the first reduction in 20 months.
The five-year interest rate has been reduced by 5 basis points, and the mortgage interest rate will also be reduced simultaneously. Taking the mortgage loan with a loan amount of 1 million and 30-year repayment of equal principal and interest as an example, before the interest rate adjustment, the LPR was 4.65%, and the monthly payment was 5156 yuan. After the interest rate adjustment, the LPR is 4.60%, and the monthly contribution is 5126 yuan. Based on this calculation, the monthly contribution has been reduced by about 30 yuan.
In early trading, banks, non bank finance, real estate and other directly benefiting sectors made an upward attack, and the bank index rose by more than 2%. In terms of individual stocks, Huay Uan Property Co.Ltd(600743) , Seazen Holdings Co.Ltd(601155) , Jinke Property Group Co.Ltd(000656) and other stocks rose more than 5%. Real estate bonds also rose across the board, with 19 Shimao 01 up more than 13% and 19 Yuzhou 02 up more than 9%.
Hong Kong stocks and real estate stocks soared across the board, and country garden services, rongchuang China, Shimao Group, jiazhaoye group and other stocks rose more than 10%.
It is generally believed that the interest rate cut is good for real estate, banking, securities and other sectors in the A-share market. In addition, the field of building materials related to infrastructure may benefit from the advance of infrastructure projects in the first quarter of 2021. In addition, it will also benefit from the higher than expected real estate investment.
According to the statistics of securities times · data treasure, among the stocks with a market value of more than 20 billion yuan in the above sectors, 23 stocks have increased by more than 5% since January, and the individual stocks may be the leading varieties of the beneficiary sectors. Among them, two banking stocks Bank Of Chengdu Co.Ltd(601838) and Bank of Lanzhou rose more than 20%, and more than 10 stocks such as Shenzhen Overseas Chinese Town Co.Ltd(000069) , Bank Of Jiangsu Co.Ltd(600919) , Seazen Holdings Co.Ltd(601155) rose more than 10%.
cross border new energy, Sunway Co.Ltd(603333) fell by the limit for four consecutive times
The previous Sunway Co.Ltd(603333) morning trading, which had three consecutive daily limits, opened again. As of the morning closing, the stock was reported at 9.32 yuan, down 6.14%. A few months ago, the stock went out of a bull market. At the end of January last year, the stock price was less than 6 yuan, and the recent highest share price rose to 13.88 yuan.
It is puzzling that before this round of decline, the company disclosed a big news. On the evening of January 16, Sunway Co.Ltd(603333) announced that it planned to sign the new energy southwest manufacturing base project investment agreement with Leshan Municipal People’s government, Leshan high tech Industrial Development Zone Management Committee and conch venture, and planned to build the “new energy southwest manufacturing base project”. According to the announcement, Sunway Co.Ltd(603333) will invest nearly 8 billion yuan with conch venture construction joint venture to build an integrated project of negative electrode materials for power energy storage batteries with an annual output of 200000 tons, which is located in the high tech Zone of Leshan City, Sichuan Province.
Qinghai Salt Lake Industry Co.Ltd(000792) fell sharply in early trading
Recently, the performance of some leading players in the lithium battery sector was lower than expected, causing the sector to fall into adjustment again. In early trading, lithium mines and salt lake lithium extraction sectors all fell by more than 3%. Yesterday, Qinghai Salt Lake Industry Co.Ltd(000792) known as the “lithium king” disclosed last year’s performance forecast, and the expected net profit was 3.88 billion yuan to 4.28 billion yuan, an increase of 90.24% to 109.85% over the same period last year.
The performance forecast is considered to be lower than market expectations. According to the data, the institutions unanimously predicted that the net profit of Qinghai Salt Lake Industry Co.Ltd(000792) last year exceeded 5.5 billion yuan. Under the influence of this news, the morning Qinghai Salt Lake Industry Co.Ltd(000792) opened low and walked low, and the intraday limit was once touched. As of the morning closing, the stock was reported at 27.06 yuan, down 7.2%, with a net outflow of 340 million yuan. The lithium battery sector fell sharply, and more than 10 stocks such as Suzhou Harmontronics Automation Technology Co.Ltd(688022) , Lecron Industrial Development Group Co.Ltd(300343) , Anhui Zhongding Sealing Parts Co.Ltd(000887) , Qinghai Salt Lake Industry Co.Ltd(000792) , Daoming Optics&Chemical Co.Ltd(002632) fell by more than 5%.
