CDB Securities predicts that the A-share market will gather momentum in 2025, and the policy shift has far-reaching significance, and market expectations and confidence will be restored.The audit authority of local government special debt projects may be delegated to the provincial level, and 12 provinces are expected to land, which may affect the financial operation and investment projects of local governments.Analysts believe that although there are downward trend pressures, annual line pressures and early lock-up pressures in technology, the market trend is strong, and these pressures may be broken if incremental funds enter the market.
By the end of the third quarter, the total scale of asset management products of various institutions reached 72.04 trillion yuan, showing the huge scale of the asset management market.Brokerage research:700 billion yuan of ultra-long-term special treasury bonds have all been allocated to "double" projects, and the implementation will be accelerated, which will have an impact on infrastructure construction and economic development.
Industrial economy:Industrial economy:Analysts believe that although there are downward trend pressures, annual line pressures and early lock-up pressures in technology, the market trend is strong, and these pressures may be broken if incremental funds enter the market.
Strategy guide 12-13
Strategy guide
12-13