As the A -share love recovers, there have been more and more good news in the market recently.The starting line of the level marathon market has a clear attitude, and gives two major directions for investment in 2025.
Lets take a look together ~
First, lets see why CITIC is so confident in 2025 A shares:
Local liquidity recovery. With the release of local liquidity policies for local liquidity last Friday, it believes that it will re -activate the local economic confidence, not only can local management institutions free up space to restart the debt cycle and stimulate local residents consumption and investment.The funds will be returned to accelerate the opening of a new industrial cycle.It is expected that this will drive the average social integration growth rate of 2025 to approach 8%year -on -year, and the high point may be touched by 8.5%during the year, and the annual deficit rate is also expected to increase to 4%.
The real estate market is expected to gradually stabilize and drive the economic acceleration.
CITIC Securities Analysis, in 2025, it has benefited from the initial implementation policy in the period.It is the stock market -related PPI data, which is expected to usher in a more obvious improvement.
The reason why it is so important to real estate now, after all, it is the longest domestic industry chain industry, and the role of the economy is still very obvious. Even if it is to change the "economic engine"It is also difficult to get rid of the impact of real estate in the short term.
A -share profit improvement, investor confidence recovers.
It is expected that under the context of successive policies and restoration of social consumption confidence, the profitability of A -share companies in 2025 will gradually increaseAt the beginning, a new round of profit rise will be ushered in.Data, it is expected that the year -on -year growth rate of A -share profit in 2025 will increase to 0.7%.
In short, under the blessing of policy, investor confidence, and corporate profitability, A shares in 2025 are expected to usher in a round of "marathon long bulls"The market, and in such a market background, there are two main lines worthy of attention:
, domestic demand consumption. Foreign trade may encounter heavy obstacles due to external constraints next year, so domestic demand will become an important part of stimulating the economy. Related financial and stimulating policies will also have obvious efforts in the near future.Home appliances, retail, and liquor may have good performance;
On the other hand, new productivity. The emerging technology industry with semiconductor and AI software as its core, in the future may become a new engine that leads the economic development. Companies related, Now it may be a good time to dig "Dark Horse".
Of course, investing in individual stocks is born with uncertainty and requires us to have certain risk tolerance. Especially the technology growth industry, it will face large fluctuations without exclusion in the short term.Therefore, it may be a good choice to invest in the target of tracking the A500 index like the A500 Index ETF (560610).Full exposure.Not only can we enjoy the bonus of corporate growth, but we can also weaken fluctuations and improve our holding experience through the characteristics of "rain dew".
Account Number: Qianbag Detective Club
This article comes from: the financial industry
Author:EB broadcast
