市场分析：军工有色行业走强 A股小幅整理

Market Overview - The A-share market experienced a slight correction on March 7, 2025, with the index facing resistance around 3387 points after an initial rise [2][3][7] - The Shanghai Composite Index closed at 3372.55 points, down 0.25%, while the Shenzhen Component Index fell by 0.50% [7][8] - Key sectors that performed well included non-ferrous metals, military industry, liquor, and automotive parts, while sectors like diversified finance, real estate, batteries, and power equipment showed weaker performance [3][7] Future Outlook and Investment Recommendations - The average price-to-earnings (P/E) ratios for the Shanghai Composite and ChiNext indices are currently at 14.27 times and 39.59 times, respectively, indicating a suitable environment for medium to long-term investments [3][16] - Total trading volume on March 7 was 186.18 billion yuan, above the median of the past three years, suggesting healthy market activity [3][16] - The report highlights that ongoing counter-cyclical policies, fiscal stimulus, and monetary easing are providing support to the market, with a focus on capital market reforms [3][16] - March is identified as a critical window for market activity, with expectations of improved liquidity and the start of the earnings season likely to boost market sentiment [3][16] - Investors are advised to focus on structural opportunities while balancing defensive and growth strategies, particularly in sectors like military, non-ferrous metals, and automotive parts [3][16]