周末！一万亿，大利好！

Core Viewpoint - The article summarizes significant recent events and the latest assessments from securities analysts regarding the A-share market's future direction, highlighting a positive outlook driven by various factors including structural changes and policy support [1][12]. Group 1: Major Events - The Yarlung Tsangpo River downstream hydropower project has commenced, with a total investment of approximately 1.2 trillion yuan, focusing on power delivery and local consumption needs [2]. - The State-owned Assets Supervision and Administration Commission announced the establishment of China Yajiang Group Co., Ltd., which will be managed by the State Council [3]. - The State Administration for Market Regulation conducted talks with major food delivery platforms to ensure rational competition and compliance with relevant laws [4]. - The Ministry of Industry and Information Technology is set to release a work plan to stabilize growth in ten key industries, including steel and petrochemicals [5]. - A special action to combat the smuggling of strategic minerals has been initiated by the National Export Control Work Coordination Mechanism [6]. Group 2: Securities Analysts' Insights - CITIC Securities suggests that "going overseas" is a way to counteract domestic competition, with expectations for a sector rally post mid-year reporting season, particularly in technology and materials [13]. - CITIC Jiantou emphasizes the continuation of structural market differentiation, with new sectors being crucial for investment success [14]. - Guotai Junan highlights that the market is transitioning to seek new scenarios, with domestic ROE recovery becoming clearer [16]. - Shenwan Hongyuan notes that A-shares maintain strength due to stable capital market policies and a connection between short-term highlights and mid-term supply-demand improvements [17]. - Dongfang Caifu indicates that the market is likely to maintain a slow upward trend, with a focus on sectors benefiting from domestic consumption and technological advancements [18]. - Xinda Strategy points out that the recent performance of cyclical stocks may signal the onset of a mid-term bull market [19]. - Everbright Strategy anticipates that the market may reach new highs, driven by fundamental and liquidity factors [21]. - China Galaxy suggests that the A-share market is likely to maintain a stable upward trend, with a focus on policy signals from upcoming meetings [23]. - Huaxi Securities believes a new upward trend is underway, emphasizing high-growth sectors and stable dividend assets as key investment areas [24].