朝闻道：风偏扰动未退，中盘蓝筹高低切换

Core Insights - The report highlights that geopolitical conflicts have intensified, reinforcing the investment theme of supply chain resilience, with a shift in focus towards mid-cap blue-chip stocks that emphasize "safety" and "self-sufficiency" [3][6] - The current market is experiencing a high-low switch within the mid-cap blue-chip style, where sectors like agriculture, electricity, and photovoltaics are becoming more attractive due to their lower valuations compared to previously high-performing cyclical sectors like metals and chemicals [3][6] Market Strategy - The geopolitical tensions, particularly the military actions by the US and Israel against Iran, have led to a noticeable decline in risk appetite, resulting in ongoing market adjustments [6] - The report maintains a view of a "first suppress then rise" pattern for March, with a focus on identifying low-point opportunities in broad-based mid-cap stocks during this adjustment phase [6] Industry Strategy - The oil transportation sector is expected to see continued improvement in market conditions due to a combination of increased production, sanctions, and rising industry concentration, with the recent military actions potentially accelerating the realization of geopolitical options [7] - The report notes that the demand for humanoid robots is driving the adoption of axial flux motors, which are expected to see significant growth in production and application, particularly in the robotics field [4][7]