A股资金面再迎利好！

Group 1 - The Ministry of Human Resources and Social Security will steadily promote national coordination of pension insurance and delay the statutory retirement age, while also expanding the scale of entrusted investment of basic pension insurance funds [1][2] - The recent push for long-term capital to enter the market has accelerated, with the Ministry of Finance issuing a notice on July 11 to guide insurance funds towards long-term stable investments [1][2] - The stock market reacted positively to these announcements, with significant increases in major indices and a total A-share turnover of 1.16 trillion yuan by midday [1] Group 2 - Regulatory improvements are being made to the long-cycle assessment mechanism for state-owned commercial insurance companies, with a focus on long-term investment orientation and reducing the impact of short-term fluctuations [3] - The current allocation of equity assets by insurance funds is only 20.1%, indicating potential for increase, especially with the shift towards a "configuration type" investment strategy [3] - The insurance sector is experiencing a transformation in its liability side, with an expected increase in demand driven by enhanced awareness of protection [3] Group 3 - The macroeconomic environment is seeing various supportive actions, including policies aimed at reducing internal competition and significant investments, which are contributing to a more favorable market sentiment [4] - A notable increase in A-share financing balances has been observed, indicating a rise in market risk appetite [4] - Analysts suggest that the current market conditions resemble those of the second half of 2014, with potential for continued upward momentum [4] Group 4 - Policy measures are actively distributing risks, providing certainty and significantly reducing downward volatility in the stock market [5] - Leading economic indicators are showing signs of recovery, suggesting that profit growth rates may be nearing their bottom [5]