Securities firms convene spring strategy meeting to decode new market landscape.

date
19/03/2026
As we enter the sunny March, securities firms' spring strategy meetings will be held intensively. So far, more than ten securities firms such as Zhongjin Company, Huatai Securities, and Guangfa Securities have held spring strategy meetings. On March 19th, the spring strategy meetings of CITIC Securities and Huayuan Securities are about to kick off. Afterwards, institutions such as Guotai Haitong, Guosheng Securities, and Hualong Securities will also release their latest strategy viewpoints. In terms of strategy meeting content, institutions generally believe that the revaluation of Chinese assets will deepen in 2026, changing from valuation-driven to profit-driven, and the market style will become more balanced. In terms of industry allocation, technology, electric power, chemicals, and non-ferrous metals have all become important "keywords" mentioned in the strategy meetings.