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The A-share market is anticipated to sustain its structural performance in June, bolstered by unexpectedly robust economic data and policy support. Robust performance across key industries, including manufacturing, consumption, and import-export, has underpinned market strength. Additionally, the recent reduction in bank deposit interest rates is likely to propel further capital inflows into the stock market. On the policy front, cuts in the reserve requirement ratio and interest rate reductions have effectively enhanced market liquidity. Given this scenario, we recommend emphasizing two investment themes: firstly, high-growth sectors like computers and electronic components; and secondly, low-valuation and defensive sectors such as banking and coal.
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