Brokerage's spring strategy conference will demonstrate confidence, with focus on technology and other sectors.

date
17/03/2026
Recently, securities firms have held a series of spring strategy meetings to explore market opportunities and analyze new investment logic. Overall, many securities analysts believe that the domestic economy is expected to maintain a stable growth trend, and the core operating logic of the capital market in the medium to long term remains unchanged. In terms of investment themes, securities firms generally favor opportunities in sectors such as technology and resources. Compared to previous years, this year's spring strategy meetings for securities firms have been held earlier. As early as February 3rd, Huafu Securities held a spring economic and investment strategy meeting with the theme of "Starting a New Situation." As of March 16th, more than ten securities firms including CICC and Huatai Securities have held spring strategy meetings or company exchange meetings. At the same time, many top securities firms such as Citic Securities and Guotai Junan have also disclosed their strategy meeting schedules. After the Spring Festival holiday, securities firms immediately began intensive research on listed companies. According to Wind Information data, from February 24th to March 16th, securities firms have conducted over 1600 research interviews with 281 listed companies, with a focus on industries such as industrial machinery, electronic components, and commodity chemicals.