This week’s investment theme 1.1 the Ministry of housing and urban rural development and other 16 departments released the guidance on accelerating the development of digital home and improving the quality of living
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Digital home is based on the housing as the carrier, using the Internet of things, cloud computing, big data, mobile communication, artificial intelligence and other new generation of information technology to realize the interconnection of system platform and household products, and meet the needs of users’ information acquisition and use Family life service system
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In recent years, with the rapid development of information technology, the functions and services of digital home are expanding
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However, there are still some problems, such as unbalanced development, low intelligent level of residential and community supporting facilities, and insufficient interconnection of product systems
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In order to implement the strategic decision and deployment of the CPC Central Committee and the State Council in expanding domestic demand and developing digital economy, accelerate the development of digital family, improve the quality of living and improve the living environment, the 16 departments issued guidance on accelerating the development of digital family and improving the quality of living
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The guidelines mentioned the improvement of the standard system, the development of digital home standard system research, the improvement of smart home planning and design, installation and construction, operation services and other standards, and the development of integrated information box and other facilities configuration standards
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Improve the standards of intelligent products, digital home scene, smart home, radio and television, communication and data technology requirements, system function requirements, etc
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We believe that building informatization and digital transformation is one of the major opportunities for construction enterprises during the 14th Five Year Plan period, and prefabricated building will be the main enabling means
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During the 14th Five Year Plan period, prefabricated buildings are expected to gradually change from policy driven to demand driven
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At the same time, the prefabricated decoration plate directly benefits from the development of prefabricated construction and the transformation and upgrading of the construction industry
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Its advantages such as factory prefabrication, dry construction and integration also conform to the trend of home digitization
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It is suggested to pay attention to the leaders of yaxia shares, Golden Mantis and other plates
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1.2 national development and Reform Commission: the fourth batch of pilot projects of mixed reform has been greatly expanded, with more than 100 enterprises
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The first three batches of pilot projects of mixed reform are mainly concentrated in a few important fields, and the number is also small
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The main positioning of the fourth batch of pilot projects of mixed reform is to “expand the number” and “expand the fields”
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From the perspective of “expanding the number”, the total number of the first three batches of pilot enterprises is 50, and the number of the fourth batch of pilot enterprises will exceed 100
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In the first quarter of this year, China’s economy started smoothly, and the positive factors increased continuously, which made a “good start” and laid a good foundation for the trend of the whole year
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On the day of the press conference to speed up the construction of Guangdong, Hong Kong and Macao Bay area, the Hengqin international leisure tourism island construction plan (hereinafter referred to as the “construction plan”) officially came to the surface, indicating that the construction of Guangdong, Hong Kong and Macao Bay area is speeding up
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It is revealed that the “guiding opinions on promoting the development of the western region in the new era to form a new pattern” (hereinafter referred to as the “guiding opinions”) are being improved and will be printed and distributed after being submitted for approval according to the procedures
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Among them, the construction plan defines Hengqin as “a new carrier to promote the moderate and diversified development of Macao’s economy”, “an international first-class leisure tourism base” and “a national tourism demonstration zone”
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The plan also proposes that by 2020, the tourism and leisure industry will be cultivated as a pillar industry of Hengqin economy, and an international island tourism destination will be initially built, with the added value of the tertiary industry accounting for 75% of the GDP
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In terms of financial policy, the construction plan supports qualified Hengqin tourism enterprises to issue RMB and foreign currency bonds overseas, and supports qualified tourism related enterprises to develop and grow through the capital market through domestic and foreign securities markets, Guangdong regional equity markets and other channels; We will encourage institutional investors in Hong Kong and Macao to participate in the investment of private equity funds and venture capital funds in the tourism industry
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The western development will also form a new pattern
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Yuan Da said that in the next step, the national development and Reform Commission will focus on focusing on the key points, making up for the shortcomings and strengthening the weak points, and take the implementation of the guiding opinions as the starting point to promote the development of the western region
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The key points are to grasp the three key words of “great protection”, “great opening up” and “high quality”, deepen the supply side structural reform, support the western region to strengthen scientific and technological innovation, expand new space for development, and speed up the transformation of the old and new kinetic energy In other words, we should promote the coordination of economic and social development with population, resources and environment in the western region
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1.3 investment suggestions: 1) in terms of infrastructure construction, the construction leading enterprises have sufficient orders in hand, and the market share is obviously increasing, so it is suggested to pay attention to CSCEC, CRCC, MCC and power construction of China; 2) in terms of professional engineering, the main line of construction industrialization in the “14th five year plan” is clear, and it is suggested to pay attention to Honglu steel structure and Jinggong steel structure related to steel structure, and Sinosteel related to external engineering International, Sinoma International, yaxia group, Golden Mantis group and Jianghe group which are related to the prefabricated decoration industry chain, and chengdi Xiangjiang group and SINOCHEM geotechnical group which are related to the foundation and foundation engineering; 3) in terms of landscape engineering, focus on the acceleration of spin off and listing, Lingnan group which is expected to usher in the valuation boost, and Oriental garden which is expected to have double recovery in performance financing
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2 review of this week’s market: from April 12, 2021 to April 16, 2021, the CSI 300 index fell by 1.37%, and the construction and decoration sector fell by 0.49%, outperforming the CSI 300 index by 0.88 percentage points, ranking 13th among 28 application level industries
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Among the sub sectors of architectural decoration, decoration (+ 0.68%), other infrastructure (+ 0.58%) and landscape engineering (+ 0.58%) ranked in the top three, while other professional engineering (- 2.79%), chemical engineering (- 2.62%) and railway construction (- 2.40%) ranked in the top three
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The top five stocks in the industry were Xianglong power (+ 36.94%), Meili ecological (+ 9.22%), St Weihai (+ 8.84%), St Yida (+ 8.60%), and arts garden (+ 6.32%); the top five stocks in the industry were Zhongyan Dadi (- 24.89%), Metro Design (- 16.54%), Zhonghua geotechnical (- 12.83%), Dongyi Risheng (- 11.83%), Shandong Road and Bridge (- 10.82%)
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This week, the PE (TTM) of building decoration plate was 9.35 times, which was at a low level in Shenyi industry, lower than the average valuation of CSI 300
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This week, the Pb of architectural decoration plate was 0.90 times, and the average roe was 9.63%
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3
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This week’s dynamic tracking 3.1 important industry trends 1
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Shenzhen released the “14th five year plan” for comprehensive transportation, planning to build a number of new comprehensive transportation hubs, Guangdong, Hong Kong, Macao, Dawan district and metropolitan area
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Since the relevant plans were put forward, the construction and planning changes of rail transit seem to be the most obvious, and the relevant good news is constantly released
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On April 13, Shenzhen Transportation Bureau issued the “fourteenth five year plan for comprehensive transportation of Shenzhen” (hereinafter referred to as the “plan”)
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According to the plan, by 2025, Shenzhen will become a transportation power city model with “smooth access to domestic and international, leading the cooperation in the bay area, orderly system integration, and satisfactory low-carbon service”
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It will initially build an international comprehensive transportation hub integrating Shenzhen, Dongguan and Huizhou, connecting the big bay area, serving the whole country, radiating the Asia Pacific region, and facing the world
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It will basically form a complete system, green intelligence, integrated smooth connection and service The modern transportation service system with high service quality will provide more excellent transportation guarantee for Shenzhen to become a modern, international and innovative city in an all-round way
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By 2035, we will take the lead in building a comprehensive transportation system with high efficiency, high quality, low emission and low mortality, build a new future transportation paradigm with intelligent infrastructure, shared passenger and freight transportation, modern governance mode and high-quality travel service, realize people’s enjoyment of their transportation, optimize the flow of goods and smooth the world, and become a leader in global transportation innovation, helping competitiveness, innovation and innovation The construction of a global benchmark city with outstanding influence.
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