[tuyere research insight] under very low expectations, under what circumstances A shares will rebound; market expectations for real estate policy are getting stronger, and this segment of the industry has poor expectations. Valuations have fallen to the level of October 2022, and second-quarter results may be successful.

Under the extremely low expectations of ①, under what circumstances will A shares rebound; the ② market has increasingly strong expectations for real estate policies, and this segment has poor expectations. The current valuation has fallen to the level of October 2022. In the second half of the year, the backlog of demand continues to release the superimposed leader to continue to increase its share, and the results in the second quarter may become a new round of catalysis of the plate. ③ today released a total of 227articles, Shentong Express is expected to usher in an inflection point, 13 companies are covered for the first time, of which Qingsong Jianhua, Hisense Video, Ganyuan Food are covered by new wealth analysts; ④ in the ranking of individual stock institutions, Jinshan Office is on the list for the first time, the top five are BYD & gt; Shanxi Fenjiu & gt; Jinshan Office & gt; Great Wall Automobile & gt; New Dairy.