英大证券金点策略晨报—每日报告

Market Overview - The report indicates that the recent market adjustments do not affect the medium-term upward trend, with expectations of economic recovery driving market sentiment [2][9][12] - The Shanghai Composite Index reached a new high, surpassing 3150 points, followed by a slight adjustment, reflecting a structural bull market driven by investor sentiment [2][4] Sector Performance - The report highlights that the synthetic biology sector has seen significant gains, driven by advancements in production technology that drastically reduce costs for hyaluronic acid [6][8] - The coal sector is also noted for its resilience, with supply constraints due to safety inspections and seasonal demand increases expected to drive coal prices higher [6][8] - Conversely, ST (Special Treatment) stocks continue to perform poorly, with new regulations increasing the likelihood of delisting for companies with financial misconduct [8][9] Investment Strategy - Investors are advised to take advantage of market dips and align their strategies with sector rotations, as the market is currently in an operational range with structural opportunities outweighing overall market trends [9][12] - The report emphasizes the importance of focusing on sectors such as pharmaceuticals and agriculture, which are gaining traction as defensive plays amid market volatility [9][12]