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2025-11-01 09:27:48
[CITIC Securities: After the Shanghai Composite Index breaks through 4000 points and the Q3 earnings reports are released, the market is likely to return to a performance-driven structural market.] A research report from CITIC Securities points out that with the successful conclusion of the Fourth Plenary Session of the 19th CPC Central Committee, the "15th Five-Year Plan" has become clear, and the resumption of trade negotiations between China and the US has ended the game between two key domestic and international events. After the Shanghai Composite Index breaks through 4000 points and the Q3 earnings reports are released, the market is likely to return to a performance-driven structural market. CITIC Securities suggests focusing on sectors with continued growth potential, such as non-ferrous metals and new energy, which are not overvalued. This aligns with the policy-driven focus on supply chain security; China's scarce resources and high-quality production capacity should not be sold off cheaply, and market share advantages should be transformed into profit advantages. CITIC Securities also recommends continuing to focus on the hot technology sector, with edge AI expected to be a new catalyst. In addition, CITIC Securities has also identified opportunities in individual stocks in the securities, innovative drug, and logistics sectors.
