Group 1 - The report maintains an optimistic outlook on the market, predicting a "systematic slow bull" trend with the Shanghai Composite Index expected to challenge the 0.618 retracement level of the largest decline since 2015, indicating ample bullish potential [4][68][69] - The report emphasizes a market style rotation favoring mid to large-cap stocks, with a focus on growth-oriented valuations, particularly in the consumer, cyclical, and growth sectors [5][81] - The report identifies three key "expectation gaps" for industry allocation: the dominance of large financials in market height, the need for investment and consumption to meet GDP growth targets, and the potential shift in technology investments from hardware to software sectors [6][84] Group 2 - The report highlights that the macroeconomic environment is expected to improve for growth, consumption, and cyclical styles, while financial and stable styles may see a decline [84] - The report notes that the recent policy measures have been supportive, with a focus on technology, real estate, and consumption, aligning with the current economic characteristics [12][18] - The report suggests that the construction of new policy financial tools is likely to support infrastructure investment growth, which may positively impact related sectors [18][84]

Group 1 - The event "China-Turkey Cooperation: Building the Future Together" was held in Istanbul, focusing on deepening economic and cultural exchanges between China and Turkey [1][2] - The Chinese Consul General in Istanbul, Wei Xiaodong, highlighted the significance of the 15th anniversary of the China-Turkey strategic partnership and the 10th anniversary of the Belt and Road Initiative [1] - The event aimed to provide a platform for Turkish media and Chinese enterprises to exchange views and promote cooperation, enhancing mutual understanding between the two nations [1][2] Group 2 - The Chairman of Industrial and Commercial Bank of China (Turkey) and President of the Chinese Enterprises Association, Hou Qian, expressed gratitude for the event, emphasizing the expansion of economic cooperation channels [2] - The event provided valuable opportunities for Turkish institutions to understand China better and explore collaboration avenues [2] - Representatives from major Chinese enterprises, including China Bank, Industrial and Commercial Bank of China, Huawei, and State Power Investment Corporation, presented their core business operations [2]