A-share pre-market report | Six departments issue documents to promote the entry of medium and long-term funds into the market, and the comprehensive revitalization plan for rural areas is released

Pre-Market News 1. Six ministries issue documents to promote the entry of medium and long-term funds into the market, the State Council Information Office will hold a press conference to introduce the relevant situation Type: Market sentiment Impact: Positive The Central Financial Office, the China Securities Regulatory Commission, and six other departments jointly issued the "Implementation Plan for Promoting the Entry of Medium and Long-Term Funds into the Market." It mentions increasing the proportion and stability of A-share investments by commercial insurance funds. The State Council Information Office will hold a press conference at 9 a.m., where Wu Qing, Liao Min, Zou Lan, and others will introduce the efforts to promote the entry of medium and long-term funds into the market and promote the high-quality development of the capital market. 2. Comprehensive Rural Revitalization Plan released: building a modern rural industrial system to promote farmer income growth Type: Macro sentiment Impact: Positive The Central Committee of the Communist Party of China and the State Council issued the "Comprehensive Rural Revitalization Plan (2024-2027)." The goal is to make substantial progress in comprehensive rural revitalization by 2027. Accelerate the construction of modern agriculture, consolidate the foundation for food security in all aspects; promote the high-quality development of rural industries and promote farmer income growth. 3. People's Bank of China introduces measures to expand the opening up of the financial sector, pilot foreign investors' free transfer of investment income Type: Macro sentiment Impact: Positive The People's Bank of China and five other departments jointly issued the "Opinions on Advancing International High-standard System-oriented Openness in the Financial Sector in Qualified Free Trade Zones (Port)." It proposes that, under the premise of being real and compliant, all transfers related to foreign investors' investment in the pilot areas can be freely remitted in and out without delay. 4. Trump says he will impose a 25% tariff on Chinese goods as early as February 1st, the Ministry of Foreign Affairs responds: there are no winners in a trade war Type: Macro sentiment Impact: Negative Foreign Ministry spokesperson Mao Ning presided over a routine press conference yesterday. A reporter asked about Trump's statement that he would impose a 25% tariff on goods exported from China to the United States as early as February 1st, and what is China's response to this? Mao Ning stated that there are no winners in a trade war or tariff war, and China always firmly defends its national interests. Investment Calendar State Council Information Office introduces the entry of medium and long-term funds into the market Investment Tips Investment Tips: Whether the market is rational depends on the players. And players are often irrational. Therefore, instead of focusing on the rationality of the market, it is more important to study the mentality and behavior of the players. This is the key to determining investment success or failure. - Jim Rogers, "Crisis Time" Editor's View Editor's View: The market experienced a volatile adjustment yesterday, with active funds focusing on the AI industry chain; Zhongtai believes that February is the core time for spring volatility, and attention can be paid to the repair of cyclical varieties such as chemicals and steel. Institutional View Zhongtai: February is the core time for spring volatility, and attention can be paid to the repair of cyclical varieties such as chemicals and steel. Cinda: The period before the Spring Festival may be the second buying point, the start of a new uptrend will be relatively slow, and it is advisable to gradually increase holdings. Orient: The long-term turning point in the A-share market has already appeared, and pan-technology will be the main theme of the market in the coming period. Positive and Negative Outlook 1. Dubao 1.5Pro large model unveiled: multimodal capabilities improved, low training and inference costs Type: Institutional Hot Review CITIC SEC: We are on the eve of a comprehensive outbreak of model capabilities. Large model enterprises are entering a new round of accelerated iteration. The trend of reinforcement learning has become clear, and it is expected to break out in 2025. We are about to enter the ChatGPT era of machine learning. 2. NDRC and General Administration of Sports jointly issue document: promoting the outdoor sports industry as a new economic growth point Type: Policy Focus Southwest: Currently, the policy direction of the sports industry is clear, with the industry scale accelerating year by year. It is expected that by 2025, the overall scale of the domestic sports industry will reach 5 trillion yuan, and the added value of the industry will account for 2% of the GDP. 3. Transforming into a football superstar! Yushu launches the humanoid Siasun Robot&Automation application solution, not afraid to take shots Type: Market Hot Discussion Shanxi: Continues to be optimistic about the long-term development prospects of the humanoid Siasun Robot&Automation industry. The industry is accelerating its development, with a significant increase in capital attention. Commercialization is still in the early stage, mainly used in automobile manufacturing assembly lines. Enterprises that have a stable main business and accurate positioning are expected to succeed. Announcement Express Slightly positive announcements ChinaLin: Net profit is expected to increase by 973%-1289% in 2024 Hangzhou Silan Microelectronics: Net profit is expected to be between 150 million and 190 million yuan in 2024, turning losses into profits year on year Ningxia Qinglong Pipes Industry Group: Net profit is expected to increase by 664%-986% year on year in 2024 Slightly negative announcements Shijiazhuang ChangShan BeiMing Technology: Expected to incur losses of 580 million to 700 million yuan in 2024 Chengdu Lihang Technology: Annual performance is expected to incur losses in 2024, may face the risk warning of delisting Gospell Digital Technology: The trading of the company's stock may face the risk warning of delisting Overseas Markets Selected Brother's Tip: U.S. stocks collectively rose, with the Nasdaq rising over 1.2%. Influenced by the $500 billion AI investment plan, Oracle rose by 6.75%, Oklo, with Ultraman as director, rose by 9.34%, and Nvidia rose by 4.43%, with a total market value exceeding 3.6 trillion U.S. dollars. This article is reprinted from Tencent MyStocks. GMTEight Editor: Liu Xuan.