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[China International Capital Corporation May Industry configuration monthly report: growth style is expected to be repaired] Securities Times e Company News1000freespinsnodepositChina International Capital Corporation believes that growth in China is expected to improve and global funds are reallocated.1000freespinsnodepositUnder the macro combination, the A-share repair market is expected to continue, and the current valuation has a more attractive growth trend.1000freespinsnodeposit.1000freespinsnodeposit..

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[China International Capital Corporation May Industry configuration monthly report: growth style is expected to be repaired] Securities Times e Company News, China International Capital Corporation believes that under the macro combination of China's expected improvement in growth and global capital reallocation, the A-share repair market is expected to continue. The current valuation has a better attractive growth style and some core assets are expected to become the main line of phased transactions. In the next three months, we will focus on the following configuration ideas: 1) the scientific and technological growth track that meets the requirements of the development of new quality productive forces, such as electronic semiconductors with high probability of economic improvement and performance reversal, computers that comply with the trend of artificial intelligence industry, and national defense and military industry related to emerging topics such as commercial aerospace and low-altitude economy. 2) some core assets with attractive valuations, such as batteries, photovoltaic, wind power and other new energy industries that have undergone significant adjustments in the past two years and benefit from policy support, innovative drugs, semiconductors, consumer electronics and other new energy industries are also recommended to focus on. 3) Trends focus on the industry boom and industries with high performance certainty, such as new energy vehicles and white goods that benefit from the logic of overseas permeability improvement under the offshore trend, as well as paper, aquaculture, semiconductors, shipping ports, which have achieved continuous improvement in profit growth in the past two quarters.