Group 1 - The outlook for the A-share market indicates a potential continuation of the bull market into 2026 [1] - The capital market is expected to see the emergence of "new four bulls," focusing on resource optimization and efficiency improvement [1] - The macroeconomic logic driving gold prices in 2025 is anticipated to boost copper prices in 2026 [1] Group 2 - The GDP growth target is projected to be around 5% [1] - The implementation of the "14th Five-Year Plan" is expected to create cyclical stimulus, with a continued expansion of the fiscal deficit ratio [1] - Five major highlights for the Chinese economy are anticipated in 2026 [1] Group 3 - There are four key investment opportunities in computing power to be capitalized on [1] - The year 2026 is expected to mark the beginning of mass production for humanoid robots and embodied intelligence, opening up a trillion-yuan market [1] - The energy storage industry is projected to experience a simultaneous increase in both volume and price in 2026 [1] Group 4 - The pharmaceutical industry is undergoing a value reconstruction, with expectations for significant developments in the future [1]
中信建投:2026年度十大展望