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    Nearly 1.3 billion big inflows into the real estate sector 4 stocks recommended by 10 or more institutions

    2019-03-14 02:20:32

    Securities dailyXu Yiming

    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 net inflow of large-capital funds in the real estate sector in the past two trading days ranked first in the category 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.

    Market performance,Zhang Jiang Hi-Tech,Beibei High-tech,Royal Court International,Nanjing Hi-Tech,Zhongdi Investment,Tianbao Infrastructure,First opening shares,Shanghai Lingang,Real development,Daming City,Sanxiang impression,World Bank,Electronic cityThe stocks have risen more than 10% for two consecutive trading days.Airport stock,Rhine Sports,Blu-ray development,Lujiazui,Hualian Holdings,Rongan Real Estate,Brand new,Waigaoqiao,Beijing Investment Development,New Town Holdings,Sunshine CityOther stocks also have 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),Merchants Shekou(18,284.39 million yuan), Tianbao Infrastructure (13,139,300 yuan),City Investment Holdings(12,508.70 million yuan),Gemdale Group(10,768,700 yuan), Nanjing High-tech (10,582,800 yuan) and other 8 real estate stocks for two consecutive trading days, the total net inflow of large single funds exceeded 100 million yuan, in addition, including World Bank,Greenland HoldingsReal development,Poly Real Estate,Vanke A,Bright Real Estate, the first shares,Taihe Group,Guangyu Development26 real estate stocks, including Electronic City, were also sought after for more than 10 million yuan in consecutive trading days.

    Good performance 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, the net profit of both the Poly Real Estate (18.82 billion yuan) and Greenland Holdings (11.162 billion yuan) exceeded 10 billion yuan.Rongsheng DevelopmentLujiazui,Binjiang GroupThe net profit of the three companies is more than 1 billion yuan. In addition,Pudong Jinqiao,Shen Zhenye AWaigaoqiao,Shi Rong ZhaoyeZhangjiang Hi-Tech,Nanshan HoldingsThe profit of the six companies is also over 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%, net profit attributable to shareholders of listed companies 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 published research reports optimistic about the performance of real estate stocks, and found that Xincheng Holdings (20), China Merchants Shekou (12), Jindi Group (11), Vanke A (10) and other 4 Individual stocks are subject to optimistic ratings such as “buy” or “overweight” by 10 or more institutions.Central South Construction, Poly Real Estate, Sunshine City, Rongsheng Development,Huaxia happinessThe number of rated stocks of 6 individual stocks such as Greenland Holdings is also at 3 or above. The performance of the above stocks is worthy of attention.

    Hot searchReal estate sector Shanghai and Shenzhen

    Editor in charge: Fu Jianqing RF13564

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