策略（权益&转债）周报：关注新兴产业和未来产业机会

Core Insights - The report emphasizes the focus on emerging industries and future industry opportunities, particularly in sectors such as AI, hydrogen energy, and quantum technology [6][7] - The report highlights the performance of various indices, with the CSI 300 Index showing a weekly increase of 0.63% and the ChiNext Index declining by 0.92% [6] - The report notes a significant increase in the dividend yield of top stocks, with Da'an Gene at 20.40% and COSCO Shipping at 17.88% [6] Industry Performance - The report indicates that the top-performing sectors for the week included Oil & Petrochemicals (5.15%), Nonferrous Metals (4.73%), and Electric Power & Utilities (3.61%) [6] - The convertible bond market showed mixed results, with the Utilities sector performing positively at 0.44%, while sectors like Healthcare and Energy saw declines of -1.22% and -1.92% respectively [6] Economic Indicators - The report discusses the recent trends in the labor market, noting that the U.S. ADP employment report for February showed an increase of 140,000 jobs, which was below expectations but higher than the revised previous value of 111,000 [6] - It also highlights improvements in trade data, with China's total import and export value reaching 6.61 trillion yuan, a year-on-year increase of 8.7% [7] Investment Recommendations - The report suggests focusing on high-dividend sectors and technology sectors as key drivers of the current market rebound, recommending attention to specific sub-sectors such as AI models and commercial aerospace [7] - It advises on convertible bond allocations, particularly in "double low" sectors, indicating potential opportunities arising from price adjustments [7]