A major move to reduce real estate inventory: the government purchases commercial housing; AMC-related stocks surge… Gu Valley Notes, May 15 evening

AMC-related stocks refer to shares of financial institutions—including commercial banks, investment banks, and securities firms—that fall within the Asset Management Company (AMC) concept. AMCs are the only industry generating profits during economic downturns, aiming to prevent risks and maintain financial system stability. The next 5–10 years represent the optimal period for the non-performing assets industry’s development. AMC-related stocks include: Yuke Development, Xinda Real Estate, Jialong Co., Ltd., Haidi Shares, Xinli Financial, TEDA Co., Ltd., Yuexiu Financial Holding, Tongda Entrepreneurship, Zhongheng Group, and Shaanxi International Trust A. 【Fig Tree Mid-Term Stock Selection Game】 ⑦ Zhongke Jinchai. Selected on the evening of May 15 based on fundamentals. The company holds a stake in Dalian Financial Assets Exchange, one of only 24 nationally licensed financial asset trading institutions—and the sole Northeastern exchange bearing the title “Exchange”—building a disposal and trading platform for non-performing assets. ⑥ Everbright Jiabao. Selected on the evening of May 15 based on fundamentals. Its controlling shareholder is China Everbright Group; its subsidiary, Everbright Jinyou Asset Management Co., Ltd., focuses on non-performing asset business in Zhejiang Province. ⑤ Tianshan Cement. Selected on the evening of May 14 based on fundamentals. A loosely affiliated stock related to the Motuo Reservoir project. ④ Huaxin Cement. Selected on the evening of May 14 based on fundamentals. A loosely affiliated stock related to the Motuo Reservoir project. ③ Jiangnan Chemical. Selected on the evening of May 14 based on fundamentals. A loosely affiliated stock related to the Motuo Reservoir project. ② Tibet Tianlu. Selected on the evening of May 14 based on fundamentals. A Motuo Reservoir-related stock. ① Gaozheng Civil Explosives. Selected on the evening of May 14 based on fundamentals. A Motuo Reservoir-related stock. 〖Fig Tree Short-Term Stock Selection Game〗 Results from May 15 evening. ❺ Xiangtan Electrochemical. Selected on the evening of May 15 using 60-minute CCI combined with capital flow monitoring—identified as having significant institutional fund inflows. ❹ United Chemical. Selected on the evening of May 15 using 60-minute CCI combined with capital flow monitoring—identified as having significant institutional fund inflows. ❸ Yongxing Co., Ltd.

Which stocks are still worth buying now?

A list of 20 low-priced, low-P/B, high-growth A-share stocks (priced under RMB 4) on China’s two stock exchanges as of 2022—save this for reference! 1. Pubang Co., Ltd. (002663): Latest price: RMB 1.86; Total market cap: RMB 3.412 billion; P/B ratio: 1.06; Key themes: Venture capital, internet finance, landscape architecture & gardening, wastewater treatment. 2. Xinke Materials (600255): Latest price: RMB 2.76; Total market cap: RMB 5.368 billion; P/B ratio: 4.18; Key themes: Wanjiang region, private banks, superconductivity, rural finance, new materials. 3. Dongxu Blue Sky (000040): Current price: RMB 3.44; Market cap: RMB 6.1 billion; Net asset value per share: RMB 8.05; Highlights: Building-integrated photovoltaics (BIPV), natural gas, PPP model. 4. Yili Clean Energy (600277): Current price: RMB 4.46; Market cap: RMB 14.8 billion; Net asset value per share: RMB 4.50; Highlights: Hydrogen energy, EV charging stations, energy conservation & environmental protection. 5. Ningbo Energy (600982): Current price: RMB 4.84; Market cap: RMB 4.67 billion; Net asset value per share: RMB 3.11; Highlights: Pumped-storage hydropower, industrial gases, solar energy. 6. Jinzhou Port (600190): Latest price: RMB 2.98; Total market cap: RMB 6.307 billion; P/B ratio: 0.95; Key themes: B-share listing, Belt and Road Initiative, blockchain, China–Russia trade. 7. Guangtian Group (002482): Latest price: RMB 2.11; Total market cap: RMB 3.382 billion; P/B ratio: 7.47; Key themes: Sports, smart home, Guangdong–Hong Kong–Macao Greater Bay Area, landscape architecture & gardening, Tencent-related. 8. Jia Kai City (000918): Latest price: RMB 2.23; Total market cap: RMB 4.059 billion; P/B ratio: 4.88; Key themes: Evergrande-related, new-type urbanization. 9. Qingshang Co., Ltd. (002638): Latest price: RMB 2.27; Total market cap: RMB 3.479 billion; P/B ratio: 1.30; Key themes: Venture capital, green lighting, vocational education, smart city. 10. Victory Precision (002426): Latest price: RMB 2.35; Total market cap: RMB 8.088 billion; P/B ratio: 1.77; Key themes: 5G, lithium-ion batteries, Apple-related, smart wearables, private banks.

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