Zhongtai Securities released research reports stating that the determination of the total volume policy and the direction of financial regulation have not changed. This week, A-shares stabilized overall, with major market indexes slightly rebounding. Zhongtai Securities stated that it maintains the strategy of maintaining a stable market in the second half of the year, and recommends focusing on opportunities in nuclear power, telecommunications operators and other public utilities, core military industry, and non-ferrous metals. It suggests gradually positioning in the global manufacturing expansion related export segments, such as construction machinery and power equipment, on dips.