Galaxy Securities: The valuation of the consumer sector is at a historically low level. It is recommended to pay attention to the direction of agriculture, forestry, animal husbandry, and fisheries.

Galaxy Securities research report believes that in terms of A-share market allocation opportunities, the focus should be on: 1. The certainty trend of technological innovation, independent controllability, and industrial prosperity, with a focus on core sectors with high performance prosperity, including electric power equipment, energy storage, storage, semiconductors, computing power, and communication equipment. 2. The resource sector benefiting from the year-on-year growth in PPI and the upward shift in price centers, including non-ferrous metals, basic chemicals, petroleum and petrochemicals, building materials, and steel. 3. Energy and alternative demand themes in the repeated game of geopolitical conflicts, as well as defensive sectors, focusing on coal, coal chemicals, new energy, finance, and utilities. In addition, the consumer sector is currently undervalued historically, with some sub-sectors having potential for expected recovery. It is recommended to focus on agriculture, forestry, animal husbandry, fisheries, food and beverages, and household appliances.