China will open the border significantly, driving the stock price of local listed companies based on China's business on Tuesday (December 27).However, analysts believe that these Chinese concept stocks still face risks such as the slowdown in China's economic slowdown and the outbreak of the epidemic, and the road of recovery is rugged.
China announced that from January 8 next year, it will no longer adopt all employees' nucleic acid detection and centralized isolation, and will also cancel the number of international passenger flights.This good news drives optimism, and some Chinese concept stock prices have risen yesterday.Among them, China Aviation Oil's stock price rose 8.08 % strongly to close at 0.87 yuan.
Real estate investment trusts based on the Chinese market, such as Sasseur REIT (SASSEUR REIT), CLCT (CLCT), and Dasin Retail Trust, are also boosted.From 0.89 % to 3.64 %.The FTSE St CHINDEX, which reflects the overall trend of the Long Strait, rose 0.68 % yesterday.
fsmone.com The senior investment portist manager You Weiren did not rule out the stock price of the company that had significant risks in China in the short term when receiving an interview with Lianhe Zaobao, but the road to recovery would not be smooth. Next, it was expected to face many risks.
You Weiren said: "Although China relaxes the zero -zero policy, the Chinese economy is still facing difficulties, and consumer confidence is still weak. The shopping mall seemed deserted because citizens are worried about infection and do not go out. According to the investigation of the United States, due to cases from the U.S. banks, due to the cases of the case, due to cases from the case, due to cases from the case, due to the cases of the case, due to the cases of the case, due to the cases of the case, due to cases from the case, due to the cases of the casesRising, 61 % of respondents said that they could not go out or go out less. China's retail sales in November fell greater than expected. As the cases increased, retail sales were expected to fall further in December. "
He also pointed out that the deterioration of China's epidemic will lead to local human shortage, because employees will be absent due to illness or take care of their infected relatives, which will affect economic activities.In addition, the Chinese real estate market is facing a crisis and constitutes another risk.
Zhang Paulo, a senior strategist of Huili NOVA, pointed out that the coming of the Lunar New Year will be Guan Jian, testing whether the Chinese government can promote the transfer of epidemic prevention policies.He said: "China has a downward risk of policy backward, because domestic tourism has increased during the holiday season, which may lead to surge in cases. The pace of open China's opening should be clearer after the Lunar New Year."
also drives local tourism -related stocks
He believes that China ’s sudden lifting of epidemic prevention may bring short -term fluctuations to China stocks, but in the long run, the Chinese government’ s importance to economic growth will have a positive impact on these stocks.
China is the country's largest source of passengers in this region. The localotage of prevention of epidemic prevention has also driven local tourism -related stocks to rise on Tuesday.Among them, the stock price of Far East Hospital Trust soared 2.46 % to 0.625 yuan yesterday.Genting Singapore, Singapore Airlines and Xinxiang Group (SATS) rose between 0.36 % and 0.70 %.
Zhou Guanlong, director of the Huili Securities Research Department, believes that China's re -opening border is positive news, and it is expected to stimulate China's consumer demand and economic activities.He is optimistic about Capitaland Investment in China, FIRST SPONSOR, ComfortDelgro, and Hrnetgroup.
