震荡有韵，结构为舟

Market Strategy - The market is expected to maintain a range-bound oscillation, with a focus on precise timing to capture excess returns within the established range around 3900 points [2][4] - The strategy emphasizes selecting mid-cap blue-chip stocks that show marginal improvements in performance, particularly in sectors with moderate valuations and low institutional allocations [2][4] Industry Strategy - The public utility sector is anticipated to benefit from the pricing of electricity commodities, which is expected to enhance the industry's valuation [2][4] - The report highlights the need for further reforms in electricity market pricing to support the increasingly complex new energy system in China, allowing for better pricing of various attributes of electricity commodities [2][4] Thematic Strategy - The smart driving industry is experiencing positive developments, with the approval of L3 autonomous driving vehicles by regulatory bodies, which is expected to accelerate the industrialization of L3 autonomous driving by 2026 [3][4] - Companies involved in smart driving hardware and software are likely to benefit from the growing market demand and supportive regulatory environment [3][4]