Policy expectation:CDB Securities predicts that the A-share market will gather momentum in 2025, and the policy shift has far-reaching significance, and market expectations and confidence will be restored.Macroeconomic policies:
700 billion yuan of ultra-long-term special treasury bonds have all been allocated to "double" projects, and the implementation will be accelerated, which will have an impact on infrastructure construction and economic development.The State Administration of Financial Supervision supports overseas financial institutions to invest in the property insurance market in China, aiming at promoting the high-quality development of the property insurance industry.Policy expectation:
By the end of the third quarter, the total scale of asset management products of various institutions reached 72.04 trillion yuan, showing the huge scale of the asset management market.Analysts believe that although there are downward trend pressures, annual line pressures and early lock-up pressures in technology, the market trend is strong, and these pressures may be broken if incremental funds enter the market.By the end of the third quarter, the total scale of asset management products of various institutions reached 72.04 trillion yuan, showing the huge scale of the asset management market.