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Fixed Income/Banks - The total scale of traditional credit bonds (excluding convertible bonds, exchangeable bonds, and ABS) in the market reached 480,013 billion yuan as of March 1, 2026 [8] - The balance of urban investment bonds was 160,121 billion yuan, accounting for 33.4% of the total, while the balance of industrial bonds was 136,550 billion yuan, accounting for 28.4% [8] - High-yield traditional credit bonds amounted to 123,411 billion yuan, representing 25.7% of the overall scale [8] Metals and New Materials - The geopolitical situation in the Middle East has caused supply shocks, leading to an increase in aluminum prices, with domestic aluminum prices rising by 3.59% to 24,600 yuan/ton [15] - Copper prices are expected to remain weak due to inventory accumulation and geopolitical tensions, with a significant increase in copper inventory observed [14] - Lithium prices are anticipated to continue rising as inventory decreases, despite a recent drop in prices due to profit-taking [16] Real Estate - The real estate sector saw a decline of 4.1% this week, with new home transactions in 42 key cities rising by 61.1% week-on-week [20] - The government is focusing on stabilizing the real estate market, implementing policies to control inventory and encourage the purchase of existing homes for affordable housing [22] - Various local governments are introducing supportive measures, such as cash subsidies for new home purchases [22] North Exchange - The pace of new stock listings on the North Exchange has significantly accelerated, with 10 out of 20 new A-share listings this year coming from the North Exchange [27] - The North Exchange is expected to maintain a volatile trend due to external uncertainties, with a focus on high-certainty investment strategies [28] - The upcoming quarterly adjustment of the North Exchange index is anticipated to bring passive fund allocation to newly included stocks [28] New Consumption - The government has proposed a series of measures to boost consumption, including a plan to increase income for urban and rural residents [31] - The global beauty market shows a clear division, with L'Oréal leading the market with sales exceeding 350 billion yuan, while other brands like Estée Lauder and Procter & Gamble are also performing well [32] - The price adjustment of old gold is expected to maintain high profit margins, with a recent increase of 20-30% [33] Electronics - Micro导纳米 (688147.SH) is positioned as a leader in semiconductor thin film deposition technology, with continuous revenue growth expected from 2020 to 2024 [6] - Yuchip Technology (688049.SH) is capitalizing on the AI terminal wave, focusing on low-power, high-performance chips for various applications [6]