Yesterday, A-shares continued to fluctuate in a wide range. The Shanghai and Shenzhen stock exchanges have exceeded 1 trillion yuan in total for two consecutive trading days. Under the background of high trading volume, the flow of funds in the market has become the focus of investors. According to statistics, the Securities Research Center of the Securities Daily found that the real estate sector had a large amount of funds in nearly two trading days.Net inflowIt ranks first in the first class of 28 categories of Shenwan, reaching 1.269 billion yuan.
Chuan Cai Securities said that the policy control under the main theme of housing and living has already achieved initial results. The “one city and one policy” of first- and second-tier cities will also gain greater autonomy. As the spring season approaches, the chill of the national land market begins to decline. Following the warming of the land market in Fuzhou and Suzhou after the Spring Festival, there were also a number of urban land transactions that also rebounded. The real estate sector may bottom out in the second quarter of this year. The superimposed industry policy is marginal and the real estate stocks will usher in the “honeymoon period” of investment.
In terms of market performance, Zhangjiang Hi-Tech, Shibei Gaoxin, Huangting International, Nanjing Gaoke, Zhongdi Investment, Tianbao Infrastructure, First Open Share, Shanghai Lingang, Shangshi Development, Daming City, Sanxiang Impression, World Bank, Electronics City, etc. Individual stocks have risen more than 10% for two consecutive trading days. Airport stocks, Rhein Sport, Blu-ray Development, Lujiazui, Hualian Holdings, Rongan Real Estate, Xinhao, Waigaoqiao, Beijing Investment Development, Xincheng Holdings, Sunshine City and other stocks. It also has a good market performance, with a cumulative increase of more than 5% for two consecutive trading days.
On the fund side, Zhangjiang Hi-Tech (498.216 million yuan), Shibei Gaoxin (25010.24 million yuan), Shanghai Lingang (21132.87 million yuan), China Merchants Shekou (18,284,900 yuan), Tianbao Infrastructure (13,139,300 yuan), and City Investment Holdings ( 8 508.70 million yuan, 8 real estate stocks such as Jindi Group (10,768,800 yuan) and Nanjing Hi-Tech (10,582.18 million yuan) for the two consecutive trading days, the total net inflow of large single funds exceeded 100 million yuan, in addition, including World Bank, Greenland Holdings 26 real estate stocks including SI Development, Poly Real Estate, Vanke A, Guangming Real Estate, First Open, Taihe Group, Guangyu Development, and Electronic City have also received large capital of more than 10 million yuan for two consecutive trading days. Chased.
GoodPerformancePerformance is an important support for the company's stock price rise. Statistics show that 17 listed companies in the real estate industry have disclosed the 2018 annual report performance report. During the reporting period, Poly Real Estate (18.82 billion yuan) and Greenland Holdings (11.162 billion yuan) two companiesNet profitMore than 10 billion yuan, the three companies such as Rongsheng Development, Lujiazui and Binjiang Group have net profit of more than 1 billion yuan. In addition, Pudong Jinqiao, Shenzhengye A, Waigaoqiao, Shirong Zhaoye, Zhangjiang Hi-Tech, Nanshan Holdings, etc. The profit of the six companies also exceeded 500 million yuan.
For Poly Real Estate, the company's performance report showed that during the reporting period, the company's operating scale expanded, and the company's total operating income increased by 32.31% year-on-year due to the increase in project carry-over scale and the decline in the proportion of equity in the project. The operating profit and total profit increased respectively. 38.41% and 38.29%, attributable to listed companiesshareholderNet profit increased by 20.33% year-on-year. During the reporting period, the company achieved a contracted amount of 404.871 billion yuan, a year-on-year increase of 30.91%.
In the past 30 days, institutions have also publishedResearch reportOptimistic about the performance of real estate stocks, we found that 4 stocks including Xincheng Holdings (20), China Merchants Shekou (12), Jindi Group (11) and Vanke A (10) were all given by 10 or more institutions. Buying or "overweight" and other optimistic ratings, Zhongnan Construction, Poly Real Estate, Sunshine City, Rongsheng Development, Huaxia Happiness, Greenland Holdings and other six individual stocks are also optimistic about the number of ratings are also in three or more, the above stock market Performance is worthy of attention.
(Article source: Securities Daily)