SWHY(000166) 中国经济网·2024-12-17 07:11Group 1 - The core viewpoint of the news is that the long-term stable development of the Chinese economy provides a solid foundation for the capital market, while reforms in the capital market system inject new vitality into its growth [1] - The "Three New" economy, represented by new industries, new business formats, and new business models, has exceeded 22 trillion yuan in added value in 2023, becoming a new pillar for long-term economic stability [1] - The capital market's "1+N" policy system is accelerating, with over 950 A-share listed companies announcing dividend plans totaling nearly 700 billion yuan, indicating a focus on value creation and investor returns [2] Group 2 - The average daily trading volume in the capital market has reached 1.9 trillion yuan since late September, reflecting a significant recovery in investor confidence [2] - Domestic insurance companies currently allocate about 13% of their assets to stocks and funds, while bank wealth management subsidiaries have less than 5% in equity and mixed products, indicating substantial room for improvement [2] - The A-share market has seen a notable increase in net inflows from individual investors, financing funds, and foreign institutions, suggesting that global capital reallocation in 2025 may bring new vitality to RMB assets [2] Group 3 - The chief analyst of A-share strategy at Shenwan Hongyuan noted that the intensity of trading in the A-share market has reached bull market levels since September 24, but the market is currently in a low cost-performance area [3] - Investment opportunities are suggested in sectors such as technology innovation enterprises, central enterprise asset injections, and mergers in media, computer, pharmaceutical, and advanced manufacturing industries [3]