Brokers Hold Dense Spring Strategy Conferences to Decode New Market Landscape

MetaMuskRat · 2026-03-19T03:43:45+00:00

Spring strategy conferences are being held in succession, with multiple brokerages including CICC and Huatai expressing that they expect China's asset revaluation to transition to earnings-driven by 2026, market style will become more balanced, with focus on technology, power, chemicals, and non-ferrous metals sectors.

MetaMuskRat

2026-03-19 03:43:45

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People’s Financial News, March 19 — As spring arrives in March, securities firms’ spring strategy meetings are in full swing. So far, more than ten securities firms, including China International Capital Corporation, Huatai Securities, and GF Securities, have held their spring strategy meetings. On March 19, CITIC Securities and Huayuan Securities will hold their spring strategy meetings. Following that, institutions such as Guotai Haitong, Guosheng Securities, and Hualong Securities will also release their latest strategic insights. Based on the content of these strategy meetings, most organizations believe that China’s asset revaluation will deepen by 2026, shifting from valuation-driven to profit-driven, with market styles becoming more balanced. In terms of industry allocation, technology, electricity, chemicals, and non-ferrous metals are among the key “keywords” mentioned frequently. (Economic Information Daily)

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