China Galaxy Securities: Still optimistic about the dual main lines of technological sector driven by industry and cyclical sector price increase clues in the medium to long term

K-LinePoet · 2026-03-30T01:24:35+00:00

China Galaxy Securities pointed out that global stock markets will continue to experience high volatility, with A-shares mainly digesting fluctuations. The country's clear competitive advantages are becoming evident, supporting the resilience of the A-share market, especially in sectors such as manufacturing and energy security. As earnings reports are released, sectors with high certainty will become the focus of capital attention, with promising prospects for technology and cyclical sectors.

K-LinePoet

2026-03-30 01:24:35

Abstract generation in progress

The report from China Galaxy Securities points out that the global equity market is likely to continue exhibiting high volatility, while the A-share market may primarily focus on fluctuating digestion. However, amidst external uncertainties, domestic certainty advantages are highlighted, strongly supporting the resilience of the A-share market. The certainty of domestic manufacturing advantages is prominent; with a complete industrial chain system and continually upgraded competitive advantages, it establishes an endogenous foundation to cope with external fluctuations. The main lines of energy security, self-control, and industrial upgrading are clear, possessing stronger defensive attributes and cost-performance ratios for allocation. As annual and quarterly reports are concentratedly disclosed, sectors with high performance certainty and continuously improving prosperity will become the core focus of capital. In the medium to long term, we remain optimistic about the dual main lines of technology sector industrial drives and price increase clues in cyclical sectors.

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