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According to a research report from CICC, despite the need for further improvement in China's economic indicators, the stock market's performance is bolstered by an array of favorable factors. Since the fourth quarter of last year, market sentiment regarding China's medium- and long-term economic outlook has notably surged, particularly driven by the positive impacts of DeepSeek. Additionally, the real estate sector's contribution to China's economy has significantly declined, mitigating its negative influence. Concurrently, policymakers have intensified their focus on the economy, stock market, and real estate market, alleviating market concerns over downside risks in these areas. Furthermore, while the Chinese government has exercised restraint in increasing leverage, the macro leverage ratio of the private sector has remained stable, refraining from further escalation.
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