"Backdoor" concept of the second-line real estate stocks rally aggressive institutions to let go

Every reporter Shaoyan Wanguo that with the gradual pick-up in sales price, on the one hand, listed companies cash sales will exceed expectations, on the other hand, the rebound in prices will lead to the growth of net profit. Property stocks in the H-shares and the A-share market have been on the upswing recently, affected by the improvement in real estate fundamentals. Yesterday, the most eye-catching of the Shanghai and Shenzhen cities is the "backdoor" concept of the second-line real estate stocks.　　Yesterday's seven real estate stocks, three are "backdoor" listed real estate companies, and promote the second-line real estate stocks rose behind the scenes are institutional investors. Shenwan: New supply declines in the second half of Hong Kong's real Estate index, which has risen less than 1 time times since the rally, but property stocks have risen alarmingly. If the real estate has risen by 657% since last October, the first home purchase has risen by 571% from its lowest point since last year, and has risen 488% from its lowest point.　　Analysts say the surge in property stocks stems from a better-than-expected recovery in the real estate sector.　　In a recent study, Wanguo said last year that developers were overstretched and the relatively cautious strategy of the first half of the year would lead to a fall in new supplies in the second half of the year. Statistics show that the new real estate growth rate of 3% this year, and from the second half of 2009 to judge the actual investigation, the developer shrink start more than the statistics, which means that the 2009 annual new supply should be less than 2008. and concrete to four first-tier cities, its 2008 new start of the shrinking range is more obvious, basically is the lowest point in recent years.　　According to the new starting area of 2007 and 2008, the forecast area was approved in 2009, and the housing supply in four first-line cities in 2009 was forecasted with reference to some intermediary agency forecast data, and the results showed that the contradiction between housing demand and supply was wanguo.　　Accordingly, Wanguo believes that with the gradual pick-up in sales price in 2009, on the one hand, the cash sales of listed companies in 2009 will exceed previous expectations, on the other hand, the rebound in prices will lead to the restoration of corporate profits, the impact on net profit growth is more significant.　　Institutions to buy property shares in the Hong Kong market after the hurricane, the agency began to look at a a-share of the second-tier property stocks. Yesterday, the A-share property index rose 5.81% a day, the volume further enlarged. Among them, the "backdoor" concept of the second-line real estate stock rally fierce. And the first-line property unit's gains are significantly behind such stocks. Yesterday Big Dragon Real Estate (600159, closing price 9.43 yuan), Hefei Urban Construction (002208, closing price 12.82 yuan), billion city shares (000616, closing price 6.58 yuan), the first open shares (600376, closing price 21.51 yuan), Pan-Sea construction (000046, Closing price of 17.82 Yuan), Asahi Fei Investment (000526, closing price 8.25 yuan), Suning Universal (000718, closing price 17.27 yuan), such as 7 real estate stocks trading.　　Among them, Tai long real estate, the first open shares, Suning Universal has "backdoor" concept. Big Dragon Real Estate control shareholderBeijing Shunyi Grand Dragon Urban and Rural Construction and Development Corporation, under the Beijing municipal Shunyi District State-funded committee. At present, Tai Lung Corporation has a wealth of land reserves, only in Shunyi land reserves of about 870,000 square meters, can build more than 1.3 million square meters of residential. Relying on the background of large shareholders, Tai Lung real estate is also the largest real estate enterprise in Shunyi District district of Beijing. And the first open shares are 2007 open group transiting Tian Hong Bao industry to realize the listing.　　Suning World is 2005 "Backdoor" St Kat paper, become a main real estate and building materials sales of real estate companies. In addition, yesterday's rise in the former Sino-Jiang Real Estate (600053, closing price of 7.50 yuan), Guangyu development (000537, closing price of 8.90 yuan), the Chinese real estate (600240, closing price 6.38 yuan), the new lake in the Treasure (600208, closing price 10.70 yuan) are also through "backdoor"　　Listed real estate enterprises. The daily economic news reporter yesterday after statistics, yesterday's real estate stocks rose behind, is a large amount of institutional investors buy. For example, four of the first five buy seats in the opening shares are institutional seats. The first five buy seats in the bank's shares include three seats. There are four seats in the top five buying seats for the pan-Sea construction. There are two seats in the top five buying seats for the billion city stake.