Group 1 - The market continued to rise last week, with the China Securities Xinhua National Brand Index increasing by 2.03% to 1741.26 points [1] - Several constituent stocks performed strongly, including Zhifei Biological, which rose by 17.29%, and Zhongwei Company, which increased by 9.67% [1] - The Shanghai Composite Index rose by 1.67%, the Shenzhen Component Index by 2.33%, and the ChiNext Index by 2.76% [1] Group 2 - Since 2025, WuXi AppTec has increased by 64.98%, leading the gains, followed by Xinlitai at 59.44% [2] - The market is expected to maintain a profit-making effect, with increased trading sentiment likely to attract more funds into the market [2] - Starstone Investment indicates that the current market structure is relatively healthy, with alternating rises across sectors [2] Group 3 - Fengjing Capital anticipates a primarily structural market in the short term, with a focus on the effects of incremental fiscal policies in the medium to long term [3] - The investment strategy should include tracking high-frequency data for position management and identifying industries and companies with strong earnings support [3] - Attention should be paid to macroeconomic developments and geopolitical situations to find positive investment clues [3]

Market Performance - The market rebounded last week, with the China Securities Xinhua National Brand Index rising by 0.94% to 1666.03 points [1] - The Shanghai Composite Index increased by 0.76%, the Shenzhen Component Index by 0.52%, the ChiNext Index by 1.38%, and the CSI 300 Index by 1.12% [1] Strong Stock Performances - Notable strong performers in the brand index included BGI Genomics, which rose by 17.27%, and Yiling Pharmaceutical, which increased by 9.81% [1] - Other significant gainers included Stone Technology and Marubi Biological, which rose by 7.18% and 6.79%, respectively [1] Year-to-Date Stock Gains - Since the beginning of 2025, Marubi Biological has surged by 60.82%, leading the gains, followed by Shanghai Jahwa with a 46.72% increase and BGI Genomics with a 34.45% rise [2] - Other stocks with notable increases include Anji Technology, Xintai, and Weir Shares, each rising over 20% [2] Market Outlook - Institutions expect the market to refocus on domestic economic fundamentals, with a positive policy response anticipated [2][3] - The current market is viewed as being in a high cost-performance range, with significant policy support expected to stabilize the economy and market [2] Economic Data Focus - Attention is drawn to upcoming economic data, particularly export performance and the sustainability of the export supply chain recovery [3] - The prevailing market conditions are supported by policy measures and liquidity easing, which are expected to bolster the stability of the domestic economy and capital markets [3]