策略周报：制造业得到政策加持，市场短期内或进行盘整

Group 1 - The report highlights that the manufacturing sector is expected to benefit from policies promoting large-scale equipment updates and consumer goods replacement, which are seen as effective measures to stabilize growth and expand domestic demand [7][17][23] - The government has outlined a plan to increase investment in various sectors, including industrial, agricultural, and transportation equipment, with a target of over 25% growth by 2027 compared to 2023 levels [17][23] - The report recommends focusing on sectors related to new productive forces, consumer goods, and equipment updates, such as electronics, automotive, home appliances, and machinery [2][11][17] Group 2 - Recent data indicates a significant inflow of northbound capital into the A-share market, with a net inflow of 32.82 billion yuan, suggesting increased investor confidence [1][50] - The average daily trading volume in the A-share market has risen to 1,031.55 billion yuan, reflecting a 4.87% increase from the previous period, indicating a recovery in market activity [1][48] - The report notes that the A-share market is currently experiencing a phase of consolidation, with important economic data expected in March and April [2][11]