Sinolink Securities stated that we are currently in the stage of "Policy Impact End-Market Bottom", and market volatility may increase. We maintain the "CNI Large Cap.Value Index Defense" strategy. Suggestions: ①Bank Bottom Warehouse; ②Gold+Medical"Offense"; ③Secondary high dividend. Overall, the People's Bank of China's monetary policy framework continues to maintain a dual control of quantity and price, but it aims to continuously improve the efficiency of the monetary policy transmission mechanism through optimizing the structure of quantity tools, anchoring the objectives of price tools, and enriching the monetary policy toolbox. Currently, the sectors that have the potential for both "camping and profit" are: auto parts, commercial vehicles, special equipment, navigation equipment, construction machinery, white appliances, and consumer electronics.
国金证券：当前处于“政策影响End-市场底”阶段，维持“大盘价值防御”策略
Sinolink Securities: Currently we are in the stage of "Policy Impact End-Market Bottom", maintaining the "CNI Large Cap.Value Index Defense" strategy.
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