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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).How to get A shares in 2025? What are the opportunities? Institutions see it this way.

Where are the possible opportunities?What do institutions think of the trend of A shares next year?

Where are the possible opportunities?How to get A shares in 2025? What are the opportunities? Institutions see it this way.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).