China International Capital Corporation recently released a research report, stating that in terms of allocation, attention should be given to three main strategies. 1) In the short term, attention should be focused on oversold rebounds and turnaround from difficulties. For example, although the capacity of the lithium battery has not been fully cleared, the medium to long-term demand is positive and capital expenditure has been significantly reduced. It may have the opportunity for phase valuation repair. Furthermore, it is also recommended to look at industry opportunities from the supply side clearance, such as consumer electronics, and optical and optoelectronic industries. 2) External demand is still stronger than domestic demand, but the market generally worries about tariff issues. It is suggested to pay attention to areas with low exposure to the United States and higher overseas profit margins than domestic ones, such as power grid equipment, and commercial vehicles. 3) Recently, there has been a greater decline in dividend assets, but it is mainly in industries with deteriorating fundamentals causing the drop. Industries less correlated with the domestic and foreign economic cycles are relatively strong, such as hydropower, telecommunications, and expressways. The long-term logic of the dividend strategy has not reversed. In the current environment of scarce growth and declining interest rates, it is still the preferred choice. The key lies in the stability of the fundamental and dividend at the molecular end.