Foreign exchange reserves and gold reserves: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.Macroeconomic policies:
The State Administration of Financial Supervision supports overseas financial institutions to invest in the property insurance market in China, aiming at promoting the high-quality development of the property insurance industry.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.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.
Macroeconomic policies: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:
Strategy guide
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13