The net selling of northbound funds exceeded 5 billion yuan, and the three major A-share stock indexes are now differentiated
Every reporter: Liu Mingtao Every editor: Ye Feng
Today, the main A-share indexes diverged, with the Shanghai Composite Index in the red, and the ChiNext Index and the Science and Technology Innovation 50 falling down. As of the end of the morning, the Shanghai Composite Index rose 0.06% to 2,993.36 points, the Shenzhen Component Index fell 0.25% to 9,608.55 points, the ChiNext Index fell 0.75% to 1,901.35 points, the STAR 50 Index fell 1.27% to 867.4 points, and the Beijing Stock Exchange 50 fell 0.06%. The market turnover was 509.66 billion yuan, and the northbound funds sold 5.111 billion yuan.
In terms of liquidity, the central bank announced that in order to maintain reasonable and sufficient liquidity in the banking system, a 7-day reverse repurchase operation of 414 billion yuan was carried out in the form of interest rate bidding on December 12, and the winning interest rate was 1.8%. Wind data shows that 210 billion yuan of reverse repurchase expired on the same day, so the net investment in a single day was 204 billion yuan.
On the news side, recently, the National Development and Reform Commission issued a list of the first batch of projects for the issuance of additional treasury bonds in 2023 to relevant departments according to the projects and the amount of treasury bonds determined by the implementation mechanism of the additional treasury bond project. The first batch of projects includes projects in the fields of post-disaster recovery and reconstruction and improvement of disaster prevention and mitigation capabilities, high-standard farmland construction in Northeast China and Beijing-Tianjin-Hebei disaster-stricken areas, and construction of a comprehensive prevention and control system for key natural disasters. The National Development and Reform Commission requires that all localities should further accelerate the preliminary work of the project, accelerate the allocation and use of funds, strengthen project supervision, promote project construction with high quality, and form a physical workload as soon as possible.
From the perspective of the plate, AI application concept stocks are active, and Xinzhi Cognition, Yunding Technology, Suzhou Keda, etc. The real estate stocks are also strong, Zhongdi Investment, CCCC Real Estate, Kexin Development, Dalong Real Estate have a daily limit, the concept of computing power has weakened, and Loongson Zhongke, Haiguang Information, Hanwei Technology, and Runze Technology have been explored.
The blockbuster meeting in December mentioned "establishing first and then breaking", risk prevention in key areas, and new urbanization, all of which are concrete expressions of promoting the establishment of a new model for the development of the real estate industry.
Guosheng Securities expects that the financing environment for real estate enterprises will be further improved in the future, and the supporting funds for guaranteed delivery of buildings are expected to increase. On the demand side, the housing purchase policies in Beijing and Shanghai are expected to be marginally relaxed, and the interest rates on new mortgages are also expected to be further reduced.
Here, by integrating the latest research report information of a number of brokerages, 4 companies are introduced, which is for reference only.
1. Poly development
As a veteran state-owned enterprise, Poly Development has established a strong executive culture with military characteristics, and has achieved long-term and steady growth in the past 30 years. In addition, it is expected that the pattern optimization of mainland real estate will be accelerated after the clearance, the concentration and profitability will be further improved, and high-quality real estate enterprises are expected to gain more room for development.
2. Special services
The company will enter the Shenzhen market with high standards in 2022, and the hospital property is a format with high unit price and high collection rate, benefiting from the rich experience and abundant resources of the park property, the company will create the dual advantages of "high quality + low price", and in 2023, it will acquire energy property management for the first time, and the construction of a modern energy system will release the demand for energy property management, and there is huge development space for clean energy.
3. China Merchants Shekou
The company's high-energy city layout supports sales cash, and since 2022, it has expanded its balance sheet against the trend and deepened its advantages in core cities, which is expected to significantly extend its value creation and enjoy a higher valuation.
4. Urban construction and development
The company has extensive experience in first-class land development and shantytown renovation, and is expected to contribute to the company's profits in 2024 as high-quality shantytown renovation projects gradually enter the carryover stage.
National Business Daily