A股：人民日报权威发文，大家做好准备，不出意外，周五将迎来关键的变盘！

Core Viewpoint - The market is at a critical juncture with mixed performance across major indices, indicating a potential structural rebalancing rather than a straightforward uptrend or downtrend [1] Market Structure - On Thursday, the market showed a "weight support, weak themes" structure, with banks, liquor, and coal sectors performing well, while small metals and rare earths lagged [2] - The trading volume has remained below 2 trillion, suggesting that institutional and active funds are waiting for clearer signals [2] Trigger Points - A recent article from a reputable media outlet highlighted advancements in solid-state battery technology, which could improve energy density and safety, impacting the automotive sector [4] - The market's response to this news will depend on the industrialization timeline and the sequence of beneficiaries in the supply chain [4] Technical and Behavioral Insights - The Shanghai Composite Index approached a previous high but failed to break through, indicating reluctance from funds to push higher in a low-volume environment [5] - The market has shown support above 3800 points, suggesting a low probability of a significant breakdown unless external shocks occur [5] Observational Points - The upcoming trading day is crucial for assessing whether volume will increase and if weight sectors can continue to support the index [6] - The focus should be on materials and equipment related to solid-state batteries before considering the automotive sector [7] - The stability of banks and coal sectors is essential for maintaining index balance; weakness in these areas could signal potential declines [8] Range Management - The Shanghai Composite Index should be monitored for a breakout above 3936 points, while the ChiNext Index's support at 2900 points is critical for market sentiment [9] - The current market environment presents opportunities, but investors should be cautious and manage their positions carefully until clearer signals emerge [9]