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Near the end of the year, a number of brokers released investment strategy reports for 2025, and discussed the possible trends and market opportunities of the A-share market in the new year.[Institutions are optimistic about the three major directions of 2025! 】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.

According to the 2025 strategic outlook report of Everbright Securities, from the historical perspective, whether the market rising power comes from the improvement of profitability or the expected improvement, profitability is usually an important factor in industry selection. In addition to profitability, risk appetite also has an impact on industry performance, especially for markets driven by expected improvement. It is expected that the market style will swing between balance and growth in 2025. In terms of industry configuration, Everbright Securities suggests focusing on two main lines: profit repair and high-risk preference varieties. The main line of profit repair focuses on the direction of domestic demand, such as food and beverage, medicine and biology, and social services. The main line of high-risk preference varieties focuses on high-beta industries (medicine, food and beverage, basic chemical industry, nonferrous metals, etc.), high-profit expected industries (TMT, military industry, etc.) and theme investments (policy-supported themes, such as mergers and acquisitions, market value management; Science and technology topics, such as AI industrial chain and self-controllable).What do you think of the A-share market in 2025?According to the 2025 strategic outlook report of Everbright Securities, from the historical perspective, whether the market rising power comes from the improvement of profitability or the expected improvement, profitability is usually an important factor in industry selection. In addition to profitability, risk appetite also has an impact on industry performance, especially for markets driven by expected improvement. It is expected that the market style will swing between balance and growth in 2025. In terms of industry configuration, Everbright Securities suggests focusing on two main lines: profit repair and high-risk preference varieties. The main line of profit repair focuses on the direction of domestic demand, such as food and beverage, medicine and biology, and social services. The main line of high-risk preference varieties focuses on high-beta industries (medicine, food and beverage, basic chemical industry, nonferrous metals, etc.), high-profit expected industries (TMT, military industry, etc.) and theme investments (policy-supported themes, such as mergers and acquisitions, market value management; Science and technology topics, such as AI industrial chain and self-controllable).

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.How to get A shares in 2025? What are the opportunities? Institutions see it this way.What do institutions think of the trend of A shares next year?