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Jun 12, 2022 04:18 PM (GMT+8) · EqualOcean
CITIC Securities said that the rapid recovery of the domestic economy and the significant easing of external pressure jointly promote the recovery of investor confidence, and the incremental capital relay brought about by the active private placement and position increase, the public fund position adjustment and the continuous inflow of foreign capital. At present, it is still in the early stage of the main market of valuation repair, and it is expected that the repair of the four main lines will be more balanced at the beginning of the mid reporting season. The main market stage of valuation repair is from June to the mid reporting quarter. The main line of work resumption and production restoration is the first to be repaired. It is expected that the repair of the four main lines will be relatively balanced at the beginning of the mid reporting quarter. In terms of allocation, it is suggested to adhere to the balanced layout of the four main rotating lines of modern infrastructure, real estate, resumption of work and production and consumption restoration.