Rebirth of the Capital Legend

1:01, only one minute left before the afternoon market opens.

The real estate sector index rose from around 0.73% at the morning closing to a 1.39% increase. At the same time, a number of core stocks within the sector, including Gemdale Group, Capital Group, Financial Street, Sunac China Holdings, Taihe Holdings, Jinke Holdings, Poly Real Estate, China Merchants Shekou Holdings, and Kewan Real Estate, almost all moved. Among them, Financial Street and Capital Group stocks jumped to a 5% increase, showing a straight-line upward trend.

Immediately afterwards at 1:02, the real estate sector saw an unusual upward trend.

The two major industry sectors of building decoration and building materials in the main area of ​​large-scale infrastructure also followed the unusual movements.

A number of stocks with "Hua" in their names, including China Construction, China Railway Construction, China Communications Construction, China Railway Group, China Metallurgical Group, and China Construction..., as well as the popular leading stock in the two markets, "Oriental Yuhong", which showed a trend of slight volume adjustment in the morning trading, all rose abnormally in an instant, showing a situation of rapid and large-scale active buying.

Of course, among these core leading stocks...

A number of related building materials stocks such as Huaxin Cement, Huaxin Building Materials, Gujia Home Furnishing, Sofia... and related building materials stocks also saw large-scale abnormal increases at this moment.

And the further changes in the main line of major infrastructure and the siphoning effect on active capital flows in the market.

This naturally leads to further differentiation in the trends of the main lines of the new energy industry chain, the main lines of the smartphone industry chain, and related industry sectors.

In just one minute...

The lithium battery sector and Apple concept sector further strengthened.

Other related industry sectors such as complete automobiles, automobile decoration, automobile parts, as well as electronic information, semiconductors, etc., began to see a trend of rapid outflow of large funds, forming a completely opposite trend with the lithium battery sector and the Apple concept sector.

Of course, this is the main line area of ​​the main board.

For example, sectors such as liquor, white goods, medicine, consumption, electricity, finance, and petrochemicals.

At this time, there was also a general slight downward trend. The main capital groups gathered in these main areas, as well as the active short-term capital groups, all showed signs of outflow, and most of these outflow funds were rapidly converging to the real estate sector in the main area of ​​large infrastructure.

At 1:03, the growth rates of the two major sector indices, building decoration and building materials, also broke through the 1% increase position, and in the entire main line of infrastructure, the three core sectors of real estate, building decoration, and building materials began to lead the two markets.

At 1:04, Huaxin Cement's share price rose by 2%.

At 1:05, on the trading board of the Financial Street stock, the group of funds that took over the buying orders further concentrated and exploded in volume. The share price of this stock reached a 7% increase under the continuous buying push, showing a momentum to hit the daily limit.

At 1:06, the real estate development sector's market share rose by about 1.5%.

At 1:07, five consecutive large buy orders of tens of thousands of shares suddenly broke out on the trading board of Financial Street stock, quickly pushing its stock price to the upper limit.

At 1:08, the stock of Financial Street successfully hit the daily limit.

At 1:09, after the Financial Street stock successfully hit the daily limit, the entire real estate development sector index further exploded. Its sector index rose rapidly from around 1.5% to around 1.85% in an instant, and a number of other component stocks within the sector also rose rapidly again at this moment.

At 1:10 am, the daily limit order for the Financial Street stock reached over 20 lots.

At 1:11, after the Financial Street stock hit the daily limit, the share price of Capital Group quickly followed suit and also rose by 6%.

At 1:12, driven by the overall abnormal movement and continued strength of the major infrastructure projects, the Shanghai Composite Index began to end its narrow range of fluctuations and gradually resumed its upward momentum, once again approaching the 3100 point level. At the same time, the gains of the Shenzhen Composite Index and the ChiNext Index also expanded further.

At 1:13, the share price of Huaxin Cement rose by 3.5%.

At 1:14, the share price of Shouchuang Group rose by 7%, showing the momentum to hit the daily limit.

At 1:15, in the main area of ​​infrastructure, the three major sectors of real estate, building decoration, and building materials all exceeded the 1.5% increase mark, and all ranked in the top three of the two cities' industry sector increase list, continuing to lead the market.

At 1:16, Shouchuang Group began to hit the daily limit.

At 1:17, the share price of China Resources Land hit the daily limit, and the index of the real estate sector rose by more than 2%. Among them, the four core leading stocks of Kewan Real Estate, China Merchants Shekou, Gemdale Group and Poly Real Estate all rose by more than 2%. Moreover, under the attack of concentrated buying funds, the share price of Gemdale Group has exceeded the 4% mark.

At 1:18, Huaxin Cement's share price rose by 5%.

At 1:19, the Shanghai Composite Index surged to 3095 points, just one step away from 3100 points.

At 1:20, after hovering near the daily limit for a few minutes, Shouchuang Group finally hit the daily limit. At this moment, the number of stocks that have hit the daily limit in the entire major infrastructure sector, especially in the three major sectors of real estate, building decoration, and building materials, has exceeded 20 in total. In these three major sectors, the active short-term capital groups are still gathering and speculating.

At 1:21, the share price of Gemdale Corporation rose by more than 5%, and the real estate sector index rose by 2.34%.

At 1:22, the Shenzhen Composite Index and the ChiNext Index rose by more than 1%.

At 1:23, after a brief rebound, the major sectors of film and television media, Internet software, and Internet applications were once again siphoned off by the main line of large-scale infrastructure due to the active capital flow into these sectors. The trends of these major sectors then formed a trend of rising and falling.

At 1:24, the corresponding sector indexes of the three core sectors of the new energy industry chain, namely complete automobiles, auto parts, and auto decoration, also showed a significant decline, turning from the previous red state to the green state again, and the active capital flows concentrated in these sectors also showed a clear outflow.

Similarly, the main areas of the smartphone industry chain.

A number of core stocks in non-Apple concept sectors have seen more or less outflows of large amounts of capital.

At 1:25, in the real estate sector, the share price of Taihe Group also began to rise by more than 5%, showing a trend of hitting the daily limit. At this moment, as the core leader of the cement sector and also the stock with the best long-term trend in the entire major infrastructure trend, Anhui Conch Cement's stock price also rose by more than 2.5%, reversing yesterday's correction trend and setting a new high again.

At 1:26, the stock of "Oriental Yuhong" also began to rise rapidly under the influence of concentrated buying funds. Moreover, the upward trend of this stock was extremely smooth, and basically did not encounter any strong resistance. Its market increase instantly climbed from around 1% to nearly 3%.

At 1:27, the share price of Huaxin Cement rose by nearly 6%.

At 1:28, the market growth of the two major sectors of building decoration and building materials also began to approach 2%.

At 1:29, as the three core sectors of real estate, construction decoration, and building materials continued to rise, the steel, coal, and nonferrous metals sectors, which had originally lagged behind these three sectors, also began to gradually rebound. A number of core stocks within each sector also attracted the attention of the main buying funds.

Of course, at a time when a number of sectors in the main infrastructure field of the A-share market are moving rapidly.

In the Hong Kong stock market during this period.

A number of domestic real estate stocks, which had already performed strongly, also saw another surge in their prices. Among them, the stock prices of Evergrande Real Estate and Rongchuang Real Estate both saw their market increases exceed 10% again.

At 1:30, during the market's intense half-hour trading session in the afternoon.

The main line of large-scale infrastructure construction has exploded, forming a complete leading trend in the entire market. As for the main line of the new energy industry chain and the main line of the smart phone industry chain, only the lithium battery sector and the Apple concept sector have maintained a strong upward trend. As for other sectors, they have all fallen into a short period of adjustment.

As for other non-popular main lines.

Even the main sectors and industry sectors such as film and television media, Internet software, and Internet applications, whose internal chip structures are still relatively dispersed and which have obviously received insufficient attention from the main buying capital groups, have either fallen back slightly or maintained a volatile trend amid the outbreak of the main line of large-scale infrastructure, and have basically not moved.

As for the main board's weight direction, sectors such as liquor, white goods, medicine, consumption, electricity, finance, petrochemicals, etc., although there are active capital flows within them and some major capital groups have outflowed and concentrated on the main line of large-scale infrastructure, due to the recovery of the overall market's bullish sentiment, the market has gradually stabilized and there has been no large-scale decline or sell-off trend.

"It seems that the core theme of large-scale infrastructure construction is still needed to significantly improve the overall market trend." After half an hour of intense trading in the afternoon, the market gradually stabilized. Zhao Zhiyuan, who had been focusing on the market trends among the main investors of the "Qilu Gang", couldn't help but sigh, "The other main market themes are still a little lacking in overall appeal."

Hearing Zhao Zhiyuan's words, Zhang Wei nodded and said, "It's mainly a matter of scale. The major infrastructure project involves too many stocks in the two markets, and too many sectors. There are at least 800 related concept stocks, if not 1000. With so many related stocks moving in tandem, it's natural that it can easily stir market sentiment and have a huge impact on the overall market trend."

"Isn't it mainly because the expected logic of this line is the most certain, and the expected future development is the clearest?" Liang Jiucheng said, "Also, after the continuous market development in the past few months, this line has become the core main line in the entire market, gathering the largest number of major capital groups. With so many major market capital groups converging here, and with such strong consistent expectations, once this line hits the market profit effect, it will naturally quickly stimulate market sentiment and form a strong bullish follow-up effect. Of course... in the absence of obvious positive news stimulus, the large-scale infrastructure line can be so strong today, and it can be concentrated and quickly exploded in the afternoon. It is inseparable from the stimulus of the Hong Kong stock market, the real estate sector today, and the entire domestic real estate stocks continue to soar."

Zhao Zhiyuan nodded and continued, "Speaking of which, the performance of a number of domestic real estate stocks in the Hong Kong stock market is really outrageous. Rongchuang Real Estate and Hengda Real Estate stocks, after already surging over 10% yesterday, are still surging so much today. It's simply outrageous. Looking at the performance of these two stocks, it seems there's no room for them to double. They need at least several times more room before the trend slows down, right?"

"It's hard to say for sure," Zhang Wei said. "But one thing is certain: these mainland real estate stocks in the Hong Kong stock market still have valuation advantages compared to a number of real estate stocks in the A-share market. I think there is logic and reason for such concentrated capital speculation."

Liang Jiucheng said, "Valuations are relatively undervalued. Of course, beyond valuations, Rongchuang Real Estate and Hengda Real Estate also have significant advantages in fundamentals, especially future fundamentals, compared to other real estate stocks in the mainland market. Both stocks are actively acquiring land, and their future development projects offer significant growth and expansion potential compared to their current projects."

"That's right. As the saying goes, where there are expectations, there will be a market." Zhao Zhiyuan nodded and continued, "Isn't the basic logic behind rising stock prices based on increased future expectations? Since the future expectations for these two stocks are so strong, the continued surge in their share prices is understandable."

Zhang Wei said: "It seems that the trend of large-scale infrastructure construction is far from over."

"That's definitely not the end," Zhao Zhiyuan said. "Judging from the industry's development, this is just the beginning. I guess the trend has only just begun. Anyway, I continue to be optimistic about this trend and have maintained a corresponding position. Sigh... I have to say, Beijiang Communications Construction's stock has the perfect timing, location, and people today. If this stock doesn't hit the daily limit tomorrow, it will probably fall short of expectations."

Zhang Wei nodded in response, "It's truly the perfect combination of timing, location, and people. Needless to say, if Beijiang Communications Construction doesn't hit the daily limit on opening volume tomorrow, it will definitely hit the daily limit the moment it opens. After all, not only has this stock driven the entire market today, but its resonance with the sector is also extremely strong. Furthermore... this stock is already the most highly-watched core leader in the two markets. There's no reason why it wouldn't hit the daily limit tomorrow."