China Merchants Securities released a research report saying that since August, the recovery in risk appetite and systematic market correction brought about by macro-micro liquidity improvements and resonance may be nearing its end. Short-term liquidity is lacking in catalytic superposition, and the centralized disclosure window for interim results is approaching. The market will focus more on structural opportunities in the main performance line, style level, or the situation where growth is one-sided dominant in the first half of August. On the basis of focusing on the China Securities 1000 and Double Innovation Index, the balance can be partially allocated to balance the 100 value index. Insurance institutions accounted for 15.66% of equity positions in 2026Q2, second only to 16.07% in June 2015.

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