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Where are the possible opportunities?According to the strategy report of Guojin Securities, compared with previous "spring restlessness" markets, such as 2006, 2009, 2016 and 2019, there will be a high probability of "spring restlessness" in 2025. Specific reasons: (1) At present, the domestic economy tends to improve, and it is expected that the current domestic fundamental improvement cycle will last at least until the first quarter of 2025; (2) Effective market flow tends to improve; (3) Inflation has not risen significantly, the discount rate remains low, and the turning point of PPI may be in July next year, and the fastest turning point will be in September next year; (4) The valuation is reasonable or even at a low level; (5)ERP is at a stage high point, and has more room for downward convergence-as of November 20, 2024, both EPR and "stock-debt yield difference" indicate that A-share risk appetite has much room for improvement.CDB Securities believes that it should closely follow the market orientation of "supporting the superior and limiting the inferior" and pay attention to the A-share core asset index. After a long-term adjustment, the market growth index is expected to gain excess returns in 2025. Look for target industries through factors such as low valuation, future inflation expectations and green economy, and pay attention to capital-driven themes such as mergers and acquisitions. Commodity prices have a long-term upward momentum, but they may still fluctuate in the short term.

Hualong Securities recently released the 2025 A-share investment strategy report, which believes that from the release of the new "National Nine Articles" to the introduction of incremental financial policies on September 24, the bottom of the market will be established. The new "National Nine Articles" is the third "National Nine Articles" in the capital market. The three "National Nine Articles" plan the path of "stable development → healthy development → high-quality development" in the capital market. On April 12, the new "National Nine Articles" released stable market expectations, pushing the capital market into a new stage of high-quality development, and the market moved towards the 4.0 period. On September 24, a package of financial policies proposed to activate market risk appetite and boost the market quickly in a short time, and the market bull market pattern appeared. It is expected that the loose policy will continue in 2025, which is expected to drive the continuous improvement of economic fundamentals and enhance the performance growth expectations of listed companies. The bull market is expected to continue to be interpreted. It is estimated that the economic growth rate will remain around 5% in 2025, and investment and consumption will become important driving forces for growth. The global economic growth rate will remain resilient, and there will be external disturbance factors in the market, but the impact may be limited.According to the report on investment strategy of A-share market in 2025 released by central china securities, the A-share market will reverse the downward trend for three consecutive years under the comprehensive effect of economic and policy interweaving, and in 2024, it will come out of a small market with two waves of first suppression and then promotion. In 2025, it is expected that the focus of the long-short game in the market will focus on whether domestic macro-policies protect the stock market to maintain confidence and stabilize expectations. Considering the policy intention reflected in the underlying logic of "striving to boost the capital market", the main line of further deepening the reform policy of the capital market will focus on supporting scientific and technological innovation and industrial upgrading, and make efforts to deploy in promoting mergers and acquisitions and improving investors' returns. It is expected that the A-share market will generally maintain a volatile upward trend.According to the investment strategy report of Hualong Securities, the equity market will remain in a favorable fundamental environment in 2025. The central bank will continue to adhere to the supportive monetary policy stance and maintain a reasonable and abundant liquidity. At the same time, the proactive fiscal policy will continue to exert its strength, the pressure of localized debt will be reduced, and more resources will be released to protect people's livelihood and promote the economy. The real estate market will stop falling and stabilize, and the policy of developing new quality productivity will continue to advance. The economy as a whole will remain in the boom expansion zone, and the market will have more opportunities for allocation and layout. Hualong Securities believes that the style in 2025 may be interpreted as: Technology (TMT) > Advanced Manufacturing. Hualong Securities suggested that we should pay attention to TMT, advanced manufacturing, cycle and other major styles and industries.

[Institutions are optimistic about the three major directions of 2025! 】Central china securities believes that the grasp of the operation and investment of the A-share market in 2025 should at least follow two major trends at the macro level: (1) the "Trump 2.0" policy from the outside, especially the intensity and progress of tariff increase; (2) The strength and continuous progress of domestic countercyclical control policies. In terms of industry configuration, we can focus on four main lines: (1) new productivity-related sectors such as self-control of science and technology and acceleration of domestic substitution, such as frontier technical fields such as artificial intelligence, semiconductors, new chemical materials and related equipment segmentation fields; (2) consumption and infrastructure sectors related to promoting domestic demand, such as smart driving product industrial chain, smart home, pet products, ships, construction machinery, etc.; (3) Supply optimization and demand recovery have led to an inflection point in the prosperity of the industry, such as photovoltaic and lithium batteries; (4) Theme concepts related to deepening the reform of the capital market and promoting listed companies to enhance their investment value, such as mergers and acquisitions, cash dividends and market value management, such as construction, coal, transportation, banking and other industries with concentrated net losses or low valuation characteristics.CDB Securities believes that it should closely follow the market orientation of "supporting the superior and limiting the inferior" and pay attention to the A-share core asset index. After a long-term adjustment, the market growth index is expected to gain excess returns in 2025. Look for target industries through factors such as low valuation, future inflation expectations and green economy, and pay attention to capital-driven themes such as mergers and acquisitions. Commodity prices have a long-term upward momentum, but they may still fluctuate in the short term.