CITIC Construction Investment: Keep a close eye on Middle East developments and leverage China's advantageous assets

MetaMuskRat · 2026-03-29T13:43:46+00:00

CITIC Securities research report points out that although the US-Iran conflict has eased somewhat, the risk of war escalation still exists, and market volatility should be watched. The A-shares market shows potential buy signals, with future focus on energy security, high cash flow, and undervalued growth sectors. Key areas to watch include coal chemical industry, new energy, and lithium batteries.

MetaMuskRat

2026-03-29 13:43:46

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On March 29, People’s Financial News reported that Citic Securities believes that the conflict between the U.S. and Iran has eased, and global market panic is recovering. However, the latest U.S. military deployment plan targeting Iran still indicates a risk of escalation in warfare, necessitating attention to market sentiment fluctuations over the next month. Currently, the A-shares have undergone sufficient adjustment, and investors can wait for long signals and opportunistic layouts. In the future, A-shares will focus on energy security and industries benefiting from high inflation, high cash flow products, growth sectors that could be mistakenly penalized, and industries with low valuations. Sectors to pay attention to include coal chemical, new energy, energy storage, lithium battery materials, pesticides, fertilizers, coal, hydropower, AI computing power, metals, innovative medicines, and consumer goods.

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