Short-term investment opportunities in sectors such as securities and consumer goods are recommended.

Cailian Press reported on November 11 that the market rebounded from its lows yesterday, with mixed performances across the three major indices. The total trading volume of the Shanghai and Shenzhen stock exchanges reached 2.17 trillion yuan, an increase of 175.4 billion yuan compared to the previous trading day. Sectors such as liquor, tourism and hospitality, and duty-free stores led the gains, while sectors like natural gas, wind power equipment, and robotics were among the top decliners. As of the close of trading yesterday, the Shanghai Composite Index rose by 0.53%, the Shenzhen Component Index increased by 0.18%, and the ChiNext Index fell by 0.92%.

At today’s morning meeting of securities firms, Central China Securities suggested focusing on short-term investment opportunities in sectors such as securities and consumer goods. CITIC Securities released its 2026 investment strategy outlook for the automotive industry: intelligent driving gaining momentum, robotics breakthroughs, and advancements in automotive technology attributes. CICC noted the potential for a second upward movement in the Hong Kong-funded real estate sector.

Central Plains Securities: Short-term investment opportunities are recommended in sectors such as securities, consumer goods, banking, and photovoltaic equipment.

Central Plains Securities noted that the current A-share market is at a crucial turning point. It is highly likely that the Shanghai Composite Index will consolidate around the 4,000-point level. Market style rebalancing will continue, with cyclical and technology sectors expected to take turns performing. Investors should adopt a balanced allocation strategy, combining ‘pro-cyclical + technology growth’ approaches to seize structural opportunities. The short-term market is expected to steadily rise through fluctuations. Investors are advised to maintain reasonable positions, avoid chasing highs or selling lows, and closely monitor macroeconomic data, changes in overseas liquidity, and policy trends to adjust their investment strategies promptly. In the short term, investment opportunities are recommended in sectors such as securities, consumer goods, banking, and photovoltaic equipment.

CITIC Construction Investment’s 2026 Investment Strategy Outlook for the Automotive Industry: Intelligent Driving Gains Momentum, Robotics Achieve Breakthroughs, and Automotive Technology Attributes Advance

In its recently published 2026 Investment Strategy Outlook for the automotive industry, CITIC Construction Investment pointed out that the sector offers three key investment directions: pro-cyclical, growth, and overseas expansion. With expectations of weaker policy support in 2026, the industry’s pro-cyclical characteristics may weaken. Investors are advised to downplay expectations for domestic demand and focus on changes in industry dynamics and industrial trends. Overseas expansion and growth are expected to become core investment themes. Commercial vehicles exhibit low valuation and stable dividend attributes. The growth theme centers on intelligent driving/Robotaxi and AI applications in robotics. Strengthening technological attributes of auto stocks could lead to valuation reshaping, while components suppliers stand to benefit from breakthroughs in robotics supply chains, opening up new growth potential.

CICC: Watch for the second upward opportunity in Hong Kong-based real estate developers

CICC noted that since the second quarter of this year, the Hong Kong real estate market has shown initial signs of stabilization and recovery. Considering the likely continuation of U.S. dollar interest rate cuts, we recommend paying attention to the market’s further recovery potential and seizing possible second upward opportunities within the sector.