The hottest real estate data in September may cont

2022-10-23
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The real estate data in September may continue to fall, affecting the valuation repair of construction machinery

the real estate data in September may continue to fall, affecting the valuation repair of construction machinery

China Construction machinery information

Guide: the valuation repair market that began in August has made the stock prices of many listed companies in the construction machinery industry get rid of the net situation, but the macro data in the fourth quarter, especially the slowdown expectation of real estate data, will still affect the repair process of the industry. Supported by the new construction area of real estate in July and other data, from mid August

the valuation repair market that began in August has made the share prices of many listed companies in the construction machinery industry get rid of the situation of "breaking the net", but the macro data in the fourth quarter, especially the real estate data, is expected to slow down, which will still affect the repair process of the industry

supported by the new construction area of real estate in July and other data, the share price of construction machinery has bottomed out and rebounded since mid August. Shenyin Wanguo believes that the core factor supporting the performance of construction machinery stock price is the growth rate of new construction of real estate, and the recovery of this data is conducive to the performance of construction machinery stocks. However, in August, the new construction area of real estate decreased by 20.1% year-on-year and 9% month on month. Under this, the share prices of Listed Companies in the construction machinery industry rose and fell this month. The average decline of the sector since September 12 has reached 8.62%, significantly weaker than the decline of the Shanghai stock index by 3.62% in the same period

it is worth noting that many securities companies have published research reports, judging that the real estate data in September or the fourth quarter may continue to fall. China Merchants Securities said that it is expected that Wuxi Xingda foamed plastic new materials Co., Ltd. is a large private plasticization enterprise group specializing in the production of expandable polystyrene resin (EPS), and the fixed asset investment will continue to grow steadily in September, But more for "In the development of food packaging materials that ensure that the extrusion volume is linearly related to the speed of gear pump, the contribution of infrastructure investment increases. It is expected that the new real estate will be opened in September. We understand that a new graphene reinforced resin will affect all composite materials. Under the influence of the base, the year-on-year growth rate of work area and sales data will continue to fall, and the probability of slowing down the growth rate of real estate investment increases.

it is disclosed that five projects have announced the performance forecast of the third quarter report Among the listed machinery companies, only Shanhe intelligence increased in advance, and the rest were warned

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