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Where are the possible opportunities?According to the A-share strategy report for 2025 released by CDB Securities recently, the stock market is expected to play a "positive feedback" function. On the basis of continuous efforts to improve the quality of the policy side, "expected management" and "market value management" will play a more positive role in the operation of the market. It is expected that there will be room for further improvement in management in 2025, and China's capital market may maintain a certain degree of activity; Market value management of listed companies in the strategic dimension is helpful to stabilize market expectations. In the first quarter of 2025, the market may fluctuate to find the bottom, and after the disclosure of the annual report and the first quarterly report, it can be more positive and optimistic about the market. Especially in the context of downward pressure on global stock markets, China's assets are expected to be allocated by international capital.What do institutions think of the trend of A shares next year?

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.CDB Securities believes that it should closely follow the market orientation of "supporting the superior and limiting the inferior" and pay attention to the A-share core asset index. After a long-term adjustment, the market growth index is expected to gain excess returns in 2025. Look for target industries through factors such as low valuation, future inflation expectations and green economy, and pay attention to capital-driven themes such as mergers and acquisitions. Commodity prices have a long-term upward momentum, but they may still fluctuate in the short term.

What do you think of the A-share market in 2025?CDB Securities believes that it should closely follow the market orientation of "supporting the superior and limiting the inferior" and pay attention to the A-share core asset index. After a long-term adjustment, the market growth index is expected to gain excess returns in 2025. Look for target industries through factors such as low valuation, future inflation expectations and green economy, and pay attention to capital-driven themes such as mergers and acquisitions. Commodity prices have a long-term upward momentum, but they may still fluctuate in the short term.