“活跃股市”安排上！政治局会议最新定调，中长期资金等增量政策有望加快落地，“红五月”可期？

Group 1 - The core viewpoint of the article emphasizes the importance of maintaining a stable and active capital market in China, as highlighted by the recent Politburo meeting [2][3][4] - The meeting's addition of the term "active" alongside "stable" indicates a more proactive policy stance aimed at boosting investor confidence and enhancing market vitality [3][4] - The report from Huaxi Securities suggests that the "national team" is expected to intervene in the market to stabilize it if external factors cause disruptions [2][3] Group 2 - The article notes that since April 7, the Shanghai Composite Index has shown resilience, rising 6.4% from around 3000 points to approximately 3300 points despite external pressures [4][6] - The report highlights that the proportion of residents' property income in national income was only 4.7% in 2022, significantly lower than over 10% in developed economies, indicating a need for improved wealth preservation and growth through the stock market [4][6] - The article discusses potential policy measures to enhance market stability, including optimizing listing and financing systems for quality tech companies and encouraging long-term investments [6][7] Group 3 - The article mentions that the upcoming policies may focus on promoting mergers and acquisitions to improve the quality of listed companies and support industrial upgrades [7][9] - It also suggests that the market may experience fluctuations in the short term due to a lack of new driving factors and external uncertainties, but mid-term prospects remain positive as external pressures ease [8][9] - The report indicates that investors should pay attention to sectors with high safety margins and strong earnings certainty, particularly in dividend stocks and technology, as these areas are expected to benefit from policy support [10]