A股投资策略周报告：由热点“催化”到政策“助攻”

Group 1 - The report emphasizes the importance of boosting confidence in private enterprises and enhancing development momentum, highlighted by the recent private enterprise symposium held on February 17, 2025, which aims to address challenges faced by the private sector and promote high-quality development [3][7][12] - The real estate market showed signs of improvement in January 2025, with first-tier cities experiencing a 0.1% month-on-month increase in new residential sales prices, while second-tier cities also saw a slight increase, indicating the effectiveness of real estate policies [3][11][20] - The technology sector, particularly TMT (Technology, Media, and Telecommunications), has been catalyzed by recent policies, with a notable 5.21% increase in the TMT sector, driven by favorable developments such as the DeepSeek application explosion and government support for AI initiatives [3][12][14] Group 2 - The report outlines a focus on several key industry directions: domestic demand, technology innovation, real estate, and capacity optimization, with specific sectors to watch including home appliances, automobiles, semiconductors, and power equipment [3][20][23] - The report indicates that the market is expected to maintain a steady pattern, supported by continuous policy backing and a stable market environment, with major indices showing positive performance over the past three weeks [3][15][17] - The report highlights the anticipated growth in the new energy vehicle market, with a projected 25% year-on-year increase in global sales in 2024, and China's market share expected to expand to 67% [20][21]