After the real estate boom, the cycle industry benefit garden three subdivision areas potential-bleep

The real estate industry to benefit after the hot cycle potential garden the other three segments of Sina Financial App: Live on-line blogger to guide the purchase of new shares: the stock market is the most simple way to pick up the money after the real estate industry to benefit from the potential hot cycle gardens and other three segments of large – reporter Qiao Chuanchuan in the background of recent sustained hot real estate industry, later period decoration, garden industry boom has also been most agree. The capital market, some leading stocks are also strong changes, Hangxiao, Hirota group rose during the month were more than 10%, 22.06% and 17.05% respectively; and the Swiss and shares, North International, international steel, Gold Mantis and the East Tower and other stocks also rose during the month were more than 5%. Among them, Guoxin Securities said that due to the market for the real estate industry long-term development trend of more pessimistic expectations and ignore the short-term changes in building decoration industry, decoration and garden as the real estate cycle in the industry for at least the next two years will be in the industry continued to boom, for decoration, garden wood industry "overweight" rating in at present time, recommend the most obvious benefit of Hirota group, liberal arts garden, Gold Mantis, recommendations concern bauing shares etc.. From the industry fundamentals, the policy of pushing the whole decoration decoration company will enhance the orders expected; it is understood that the provisions of Zhejiang since October 1st this year, the city and county city center on the sale or transfer of land for new homes, all the whole decoration and goods delivery; the provisions of Shanghai since January 1, 2017, the outer ring will be 100% new residential decoration; insiders said, Zhejiang and Shanghai pushing the whole decoration good local residential decoration decoration enterprises, expected orders will increase significantly, conducive to the thickening performance of the company. And in the national push green building, assembly type building under the background, is expected to follow up other provinces and cities related policies will also be introduced. In this regard, GF Securities said, residential decoration, steel structure based assembly house for the development of green building, energy-saving emission reduction, to solve excess capacity has an important role, will be the future direction of national policy to actively promote. The listed decorative enterprises and steel structure enterprises are expected to expand their influence and seize the market quickly by virtue of their own advantages. Therefore, to maintain the group of Asian shares, Hirota shares, Jin Tanglang River, the whole building group, Hong Tao shares as the representative of the decoration companies to "buy" rating, and the steel structure company in Hangzhou, Xiao Ganggou Hung Road steel, Seiko steel as the representative of the "buy" rating. Shun Securities said that the State Council executive meeting held the day before the decision, we should vigorously develop the steel structure and concrete prefabricated construction, promote the upgrading of industrial structure adjustment in other city of Beijing Tianjin Hebei, Yangtze River Delta, Pearl River Delta city group and the resident population of more than 3 million as the focus, improve the building of new construction area accounted for the proportion of. Prefabricated construction and residential renovation in the future development trend: prefabricated construction has short time, space saving, workers rely on less, Recyclable and many other advantages, but also can reduce the duplication of the entire renovation of residential renovation of the waste of resources, safety hazards and noise pollution, conform to the trend of energy saving and environmental protection; and installed on steel structure

地产火热后周期行业受益 园林等三细分领域潜力大 新浪财经App:直播上线 博主一对一指导 新股申购:股市最简单捡钱方式   地产火热后周期行业受益园林等三细分领域潜力大   ■本报记者 乔川川   在房地产业近期持续火热的背景下,其后周期装饰、园林行业景气度也受到了多数机构的一致看好。资本市场上,部分龙头股也是强势异动,杭萧钢构、广田集团月内涨幅均在10%以上,分别为:22.06%和17.05%;而瑞和股份、北方国际、中钢国际、金螳螂和东方铁塔等个股月内涨幅也均在5%以上。   其中,国信证券表示,市场因对于房地产行业长期发展趋势较为悲观的预期而忽视了建筑装饰行业短期的变化,装饰和园林作为房地产后周期的行业至少在未来两年左右将处于主业持续景气中,在当前时点给予装饰、园林子行业“超配”评级,重点推荐受益最明显的广田集团、文科园林、金螳螂,建议关注宝鹰股份等。   从行业基本面来看,政策力推全装修将提升装饰企业订单预期;据了解,浙江规定今年10月1日起各市、县中心城区出让或划拨土地上的新建住宅,全部实行全装修和成品交付;上海规定自2017年1月1日起,外环内新建商品住宅将100%全装修;有业内人士表示,浙沪力推全装修利好本地装饰企业,预计住宅全装修订单将显著增加,利于相关公司业绩增厚。而在全国力推绿色建筑、装配式建筑的大背景下,预计后续其他省市相关政策也将陆续出台。   对此,广发证券表示,住宅全装修、钢结构为主的装配式住宅对于发展绿色建筑、节能减排、解决过剩产能方面具有重要作用,将是国家政策未来积极推进的方向。上市的装饰企业和钢结构企业有望凭借自身的优势地位顺势扩大自己的影响力,迅速抢占市场。因此维持以广田集团、亚厦股份、全筑股份、金螳螂、江河集团、洪涛股份等为代表的装饰公司的“买入”评级,以及以杭萧钢构、鸿路钢构、精工钢构等为代表的钢结构公司的“买入”评级。   而安信证券则表示,日前召开的国务院常务会议决定,要大力发展钢结构、混凝土等装配式建筑,推动产业结构调整升级:以京津冀、长三角、珠三角城市群和常住人口超过300万的其他城市为重点,加快提高装配式建筑占新建建筑面积的比例。装配式建筑及全装修住宅符合未来发展趋势:装配式建筑具有工期短、空间节省、工人依赖少、可回收等诸多优势,而全装修住宅亦能降低重复装修的资源浪费、安全隐患和噪音污染,顺应节能环保趋势;钢结构和装饰领域未来发展前景广阔;个股重点推荐杭萧钢构,此外关注精工钢构、富煌钢构、鸿路钢构。全装修概念推荐亚厦股份、金螳螂、广田股份及全筑股份。   而据《证券日报》记者梳理近期券商研报发现,装饰、园林、钢结构成为机构普遍看好的建筑装饰板块中的三大细分领域,因此这些领域内的龙头股未来表现也较为值得期待。   个股方面,广田集团作为近期市场表现突出的装饰类股,有哪些上涨的催化剂呢?基本面上,公司在国内住宅精装修类装饰工程细分市场综合实力排名第一。公司各区域业务开展势头良好。其中,广州、北京、重庆等地区所占合同份额较高,约占合同总额的46%,并作为公司营销网络的战略核心,对形成覆盖全国的营销渠道网络起到决定性作用。东北证券表示,房地产销售端持续大幅改善,装饰行业将显著受益。公司装饰主业有望迎来反转回升。积极布局家装蓝海市场,“过家家”模式在深圳运营成熟后,有望加速向全国复制;未来公司业绩有望持续好转,值得重点关注。 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章:

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