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Original title: The list of Masukura stocks with a large proportion of northbound funds is here!The logistics stock, the leading real estate company, has been increased by the largest proportion of holdings
Judging from the changes in the market value of northbound fund holdings in the past 5 trading days,Vanke AThe market value of the position has increased the most, reaching 1.241 billion yuan, and the position has been increased for 5 consecutive days.
In the first four trading days of the first week of 2022, Northbound funds have accumulated a net purchase of more than 6.2 billion yuan. Among them, in addition to the net outflow this Thursday, the remaining three trading days showed a net inflow.
Among the stocks with the highest proportion of Northbound funds Masukura this week, 9 stocks were increased by more than 1%, of whichIron Dragon LogisticsThe largest percentage of holdings was increased, reaching 1.73%. in addition,Pure technology、Xingfa Group、Provincial GroupWaiting for the proportion of holdings to be increased in the first place.
Judging from the changes in the market value of northbound fund holdings in the past five trading days, the market value of Vanke A’s holdings increased the most, reaching 1.241 billion yuan;Sany Heavy IndustryImmediately afterwards, the market value of positions increased by 1.184 billion yuan;Ping An of ChinaandPing An BankThe holdings of the two major financial stock markets are also relatively large.
It is worth noting that Vanke A has been increased by Northbound Funds for 5 consecutive trading days, and its shareholding ratio has also increased from 3.5% on December 31 last year to 3.92% this Friday.
Judging from the news, this Thursday, the Cailian News reporter learned exclusively from the real estate company that the current bankSome large-scale high-quality real estate companies have been informed that relevant M&A loans will no longer be included in the “three red lines” related indicators for the debt-based acquisition of projects of out-of-risk companies.
From the perspective of real estate investment,Bank of China SecuritiesIt is believed that the beginning of the year is still a good time for investment, mainly based on:
1) Although the current situation of sales cooling, financing control, and capital supervision is difficult to change in the short-term, and the industry’s pain period will continue, the core contradiction between the current industry’s sales downturn and the decline in profit margins has been fully conveyed to the management, in terms of policies and statements Both parties have seen obvious positive signs, and it is expected that liquidity and administrative policies at both ends of supply and demand are expected to be loose on the margins.
2) The fundamentals are expected to improve at the end of the first quarter. It is believed that the key to the virtuous circle emphasized by the current policy is the operation of the sales-investment-sales chain. The current downturn in sales has weakened the willingness of current real estate companies to acquire land and start new construction. The decline in land transactions and new starts has reduced subsequent projects entering the market, and sales have further continued downward pressure. The negative transmission relationship makes the industry unable to operate in a healthy manner.
BOC Securities stated that with the arrival of the Q1 sales bottom area, investment may bottom out in Q2 and begin to improve, and the overall industry will gradually realize a virtuous circle in the second half of 2022. It is recommended to continue to pay attention to opportunities in the real estate sector. Suggested attention: 1) Development section: Poly Development、Gemdale Group、China Merchants Shekou, Vanke A, Longfor Group, China Resources Land. 2) Property segment: Country Garden Service, CIFI Yongsheng Service, China Resources Vientiane Life.
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