两大巨头，深夜出手！机构资金：加仓、抄底

Core Viewpoint - The article highlights the proactive measures taken by various companies and institutions in the Chinese capital market to stabilize and enhance investor confidence amid market fluctuations, indicating a strong belief in the long-term growth of the Chinese economy. Group 1: Company Actions - China Electronics Technology Group announced a stock buyback exceeding 20 billion yuan, demonstrating confidence in the long-term economic outlook [1] - Contemporary Amperex Technology Co., Ltd. plans to repurchase shares worth no less than 40 billion yuan and up to 80 billion yuan for employee incentive plans [3] - Central Huijin, China Chengtong, and China Guoxin have also announced stock purchases to support the stability of the capital market [5] Group 2: Market Reactions - On April 7, following the Qingming Festival, Asian stock markets experienced declines, with significant drops in the Nikkei 225 and the KOSPI, leading to a collective pullback in A-shares [7] - The total trading volume in the market reached approximately 1.62 trillion yuan, an increase of 460 billion yuan from the previous trading day [7] - Analysts suggest that the A-share adjustment is primarily driven by overseas pessimism, with a potential overlap of easing policies between the US and China later this year [7] Group 3: Institutional Investment - Central Huijin has increased its holdings in exchange-traded funds (ETFs), indicating a commitment to maintaining market stability [10] - The trading volume of ETFs surged to 332.14 billion yuan, marking a significant increase of nearly 30% from the previous trading day [10][11] - Major ETFs, such as the Huatai-PineBridge CSI 300 ETF, recorded substantial trading volumes, with the highest reaching 243.15 billion yuan, the third-highest daily volume in its history [11] Group 4: Investment Strategies - Institutions are taking advantage of market volatility by increasing their positions in undervalued stocks, particularly in the consumer and healthcare sectors [14][17] - Analysts recommend focusing on sectors with lower correlation to tariff impacts, such as aerospace, animal health, and high-end manufacturing, as potential beneficiaries of policy changes [17]