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On December 3, at the “2026 Post Finance Forum and China Post Securities Strategy Report”, Huang Fusheng, vice president and chief economist of China Post Securities, believes that in 2026, China's equity market will experience a “long-term, structural bull market”. Currently, the market has gone through a “policy base”, “tariff floor” and “price bottom”. As corporate profits improve, the support for the bull market will be more stable after the “profit bottom” is confirmed. On the main line of investment, Huang Fusheng believes that the main line of “innovative drug+technological growth” from the third quarter of 2024 to the third quarter of 2025 will continue. Energy storage and lithium batteries will take over in the fourth quarter of 2025, chemicals and consumption will gradually enter a recovery cycle in 2026, and the recovery in industry sentiment will bring good investment opportunities.

Zhitongcaijing·12/03/2025 04:41:03
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On December 3, at the “2026 Post Finance Forum and China Post Securities Strategy Report”, Huang Fusheng, vice president and chief economist of China Post Securities, believes that in 2026, China's equity market will experience a “long-term, structural bull market”. Currently, the market has gone through a “policy base”, “tariff floor” and “price bottom”. As corporate profits improve, the support for the bull market will be more stable after the “profit bottom” is confirmed. On the main line of investment, Huang Fusheng believes that the main line of “innovative drug+technological growth” from the third quarter of 2024 to the third quarter of 2025 will continue. Energy storage and lithium batteries will take over in the fourth quarter of 2025, chemicals and consumption will gradually enter a recovery cycle in 2026, and the recovery in industry sentiment will bring good investment opportunities.