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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.What do institutions think of the trend of A shares next year?[Institutions are optimistic about the three major directions of 2025! 】

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.How to get A shares in 2025? What are the opportunities? Institutions see it this way.Soochow securities's 2025 A-share investment strategy outlook report recently holds that under the background of Trump's victory in accelerating the rise of trade protectionism and weak domestic economic recovery, 2025 will be a fiscal year, and incremental policies are expected to continue to increase; At the same time, the Fed's interest rate cut will benefit A shares from three dimensions: policy space, fundamentals and liquidity. Soochow securities judged that China's assets will continue to be repaired in 2025.

Where are the possible opportunities?Soochow securities's 2025 A-share investment strategy outlook report recently holds that under the background of Trump's victory in accelerating the rise of trade protectionism and weak domestic economic recovery, 2025 will be a fiscal year, and incremental policies are expected to continue to increase; At the same time, the Fed's interest rate cut will benefit A shares from three dimensions: policy space, fundamentals and liquidity. Soochow securities judged that China's assets will continue to be repaired in 2025.[Institutions are optimistic about the three major directions of 2025! 】