Jinshi data, October 27th, HAITONG strategy released a report, ① since the beginning of the year, Sermaye Piyasası policies have continued to land, and the policies for the 924 have clearly shifted, which has significantly boosted market confidence. ② The market is in the process of transitioning from bear to bull, with policies taking the lead and improvements in macro and micro fundamentals following suit. It is expected that the year-on-year growth rate of full A net profit attributable to the parent in 2024 will reach 2%. With the continuous restoration of fundamentals driven by policy efforts, the stock market is also expected to enter a phase driven by fundamentals. ③ In terms of structure, technology manufacturing with better fundamentals, high-end manufacturing with both supply and demand advantages, or medium-term main lines.
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海通策略: Piyasa boğa ve ayı dönüşümü arasında, orta-yüksek seviyeli üretim veya orta vadeli ana tema olabilir.
Jinshi data, October 27th, HAITONG strategy released a report, ① since the beginning of the year, Sermaye Piyasası policies have continued to land, and the policies for the 924 have clearly shifted, which has significantly boosted market confidence. ② The market is in the process of transitioning from bear to bull, with policies taking the lead and improvements in macro and micro fundamentals following suit. It is expected that the year-on-year growth rate of full A net profit attributable to the parent in 2024 will reach 2%. With the continuous restoration of fundamentals driven by policy efforts, the stock market is also expected to enter a phase driven by fundamentals. ③ In terms of structure, technology manufacturing with better fundamentals, high-end manufacturing with both supply and demand advantages, or medium-term main lines.