On December 22nd, the investment strategy research report believes that there is a high probability of a large-scale upward trend in A-shares in the next two years. Looking ahead to 2025, it is recommended to focus on the top ten policy areas. Firstly, the fiscal situation is expected to become more proactive, and it is recommended to focus on the three major directions of development; Secondly, monetary policy will be moderately loose, but attention should be paid to the impact of two major external events on the pace of reserve requirement ratio cuts and interest rate cuts; Thirdly, in the consumer sector, the trade in policy is expected to further expand its scale and support scope, and the entire consumer sector is worth paying attention to; Fourthly, in the investment field, it is recommended to focus on equipment updates (especially for central enterprises) and continue to make efforts in the “dual” aspect; Fifth, low altitude economy. It is recommended to pay attention to the implementation of application scenarios; The sixth is Car Road Cloud, it is recommended to focus on the implementation of application scenarios; The seventh is to comprehensively rectify internal competition, and a new round of supply side reform is expected to begin. Number eight is the data element, and it is recommended to focus on the implementation of public data applications; Nine is independent and controllable. It is recommended to pay attention to information technology, domestic computing power, lithography machines, etc; Ten is the capital market, and it is recommended to focus on mergers and acquisitions of central state-owned enterprises.
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