Guosen Securities: There is still room for evolution of mergers and acquisitions next year

Recently, Guosen Securities held the 2025 high-quality development investment strategy meeting. Regarding the A-share investment strategy in 2025, Guosen Securities proposes to find relevant track companies from the purpose of merger and acquisition and industry logic. Guosen Securities said that the rebalancing of supply and demand is the main line of A-share industry allocation in 2025, and fiscal policy has become A "common solution" to adjust supply and demand. With fiscal policy in place and corporate earnings improving, the A-share market is promising. In terms of specific investment direction, Guosen Securities suggests paying attention to three types of mergers and acquisitions: First, mergers and acquisitions in basic chemical, machinery and equipment industries, because these industries are often capital-intensive and resource-intensive industries; Second, mergers and acquisitions in industries with rapid technological updates such as electronics, computers, medicine and biology that require collaborative innovation; Third, trade and retail industry mergers and acquisitions with channel and brand integration advantages. From the perspective of the cash pace, the subject of mergers and acquisitions still has room for evolution in the future.

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