Market Performance - The deep stock connect heavy positions led the market with a return of 2.30%[12] - Quantitative fund heavy positions performed well with a return of 1.96%[12] - The overall market speed of industry and style rotation showed a slight decline[4] Sector Analysis - The materials sector led with a return of 5.25%, exceeding the overall A-share market by 3.03%[20] - The energy sector followed with a return of 4.97%, outperforming the benchmark by 2.76%[20] - The real estate and services sector achieved a return of 3.22%, exceeding the benchmark by 1.01%[20] Investment Style - High valuation and high volatility stocks outperformed, while low valuation and low beta stocks adjusted negatively[22] - The high valuation index returned 2.14%, while the low valuation index returned -0.88%[24] Thematic Trends - The "Emission Reduction Pioneer" theme led with a return of 5.95%[26] - The carbon neutrality series also performed well, with the carbon neutrality index returning 3.91%[26] - The overall performance of the carbon neutrality series was strong, indicating a growing focus on sustainability[26]