Strategi Sekuritas Zhongxin: Pasar Berada di Garis Awal Kenaikan Tahunan, Tahun Depan Mungkin akan Menerima Dana Tambahan 5000 Miliar

Data Gold 12 November, ‘A shares are currently standing on the starting line of the annual-level pump market.’ Chief strategist of CITIC Securities, Qin Peijing, pointed out, ‘In 2025, A shares will experience a round of annual-level pump market, and A shares will usher in a new round of profit growth cycle in the second half of 2025. In the marathon market, excellent growth, domestic consumption, and mergers and acquisitions will become three important tracks.’ Qin Peijing said when looking forward to the investment strategy in 2025, 'Two financial instruments will be implemented, bringing at least 400-500 billion yuan of incremental funds next year. Under the special re-lending tool, it is expected that the repurchase scale of the A-share market in 2025 will rise and approach 200 billion yuan; the Central Bank announced that the SFISF’s first batch of application quota has exceeded 200 billion yuan, which is expected to effectively improve market liquidity.