策略月报：A股二季度有望保持结构性复苏行情

Group 1 - The A-share market is expected to maintain a structural recovery trend in the second quarter of 2024, with a focus on the TMT technology sector as the core investment theme [6][18]. - The real estate market is experiencing significant downward pressure, with first-tier cities seeing a 6.3% year-on-year decline in second-hand housing prices as of February 2024, indicating a need for stronger policy support to stabilize the market [19][6]. - The government has set a growth target of around 5% in its work report, emphasizing the development of "new quality productivity" [35]. Group 2 - Aotewei (688516) is positioned as a leader in photovoltaic string welding machines, with a platform layout expected to break through its own bottlenecks [5]. - Jingjia Micro (300474) continues to invest in GPU research and development, expanding its presence in both specialized and general markets, with a planned fundraising of 3.974 billion yuan for high-performance GPU chip development [7]. - Jingda Co., Ltd. (600577) is expected to benefit from the growing demand for 800V flat wires as new electric vehicle models are launched, with a projected increase in market penetration from 0 to 1 [5].