A股三大指数集体高开，创业板指涨近2%

Group 1: Market Overview - A-shares indices opened higher with the Shanghai Composite Index up 0.35%, Shenzhen Component Index up 1.03%, and ChiNext Index up 1.79% [1] Group 2: Institutional Insights - Huatai Securities continues to recommend cyclical sectors such as aviation, oil transportation, and road infrastructure, citing improved industrial production and export conditions, as well as a moderate recovery in consumer data [2] - The aviation sector is expected to see continued recovery in revenue levels due to low supply growth, industry self-regulation, and a low base effect [2] - The oil transportation sector is anticipated to maintain high prosperity driven by multiple factors including OPEC+/Americas production increases and low oil prices [2] - The road infrastructure sector is seen as having upward potential due to attractive dividend yields and increased insurance fund allocations [2] Group 3: Industry Focus - CITIC Construction Investment is optimistic about the traditional Chinese medicine industry, expecting demand to recover by year-end and improvements in fundamentals and valuations [3] - The blood products sector is highlighted for its focus on the "14th Five-Year Plan" for plasma station construction and industry consolidation [3] - The vaccine industry is monitored for sales improvements of key products and progress in innovative pipelines, with policies and international expansion expected to drive further development [3] - The pharmaceutical retail sector is undergoing steady transformation, with attention on multi-faceted catalysts for growth [3] - The pharmaceutical distribution sector shows stable revenue growth, with a focus on receivables and the "14th Five-Year Plan" [3]