China Securities Co.Ltd(601066) research report believes that the current market is in the U-shaped bottom area, waiting for policy easing. It is difficult for A-Shares to continue to attack in the short term. It needs a period of shock to build the bottom and wait for the environment to gradually improve. Structural opportunities need to be verified by the first quarterly report. The next stage of the market will focus on the layout of the epidemic rehabilitation + policy combination, and the specific industry allocation: 1) optional consumption, tax exemption, Baijiu and automobiles. 2) Growth preferred medicine (CXO, traditional Chinese medicine, etc.), military industry, photovoltaic.
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