--- title: "CITIC Securities: After the market adjustment, the Chinese stock market is showing important bottoms and hitting points" type: "News" locale: "en" url: "https://longbridge.com/en/news/281848048.md" description: "CITIC Securities research report points out that after the market adjustment, the Chinese stock market is showing important bottoms and inflection points. Despite the complex situation between the U.S. and Iran, high oil prices, and shipping disruptions affecting market expectations, China's energy consumption structure and stable economic environment have enhanced resilience to risks. Foreign capital is also re-evaluating the Chinese market, believing that the current adjustment presents a layout opportunity, and advising investors to actively participate" datetime: "2026-04-07T07:59:11.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281848048.md) - [en](https://longbridge.com/en/news/281848048.md) - [zh-HK](https://longbridge.com/zh-HK/news/281848048.md) --- # CITIC Securities: After the market adjustment, the Chinese stock market is showing important bottoms and hitting points According to Dahe Finance Cube, on April 6th, Guotai Junan Securities research report stated that after the market adjustment, an important bottom and inflection point is emerging in the Chinese stock market. The complex situation between the U.S. and Iran, along with the impacts of high oil prices and shipping disruptions, has deepened market expectations, and combined with micro trading shocks, the volatility of the Chinese stock market has recently intensified. Guotai Junan Securities research report believes that investors should not panic; an important bottom and inflection point in the Chinese stock market is emerging. Firstly, China's energy consumption of oil and gas accounts for less than 30%, which is below the global average. Diverse reserves and energy transition have enhanced China's resilience to risks. If the central oil price remains at USD 100-120 per barrel in a negative scenario, the overall impact on A-share earnings is still controllable, with prominent structural characteristics. Secondly, China's relatively stable security situation and economic social environment, coupled with a complete supply chain system and positive industrial progress, constitute a rare advantage even on a global scale. By 2026, China's transformation and capital expenditure will accelerate, and combined with stable investment policy deployments, it can break the current narrative of pervasive stagflation risks. Thirdly, in recent communications with long-term overseas capital, foreign investors are re-evaluating China's rise and industrial advantages, paying attention to the misalignment with their own relatively low allocation to China. The research report points out that the market adjustment is instead an opportunity for positioning, and suggests that investors actively position themselves. Disclaimer: The market has risks, and investment should be cautious. This article is generated by AI based on third-party data and is for reference only; it does not constitute personal investment advice ### Related Stocks - [000300.CN](https://longbridge.com/en/quote/000300.CN.md) - [000001.CN](https://longbridge.com/en/quote/000001.CN.md) - [399107.CN](https://longbridge.com/en/quote/399107.CN.md) - [399001.CN](https://longbridge.com/en/quote/399001.CN.md) - [399106.CN](https://longbridge.com/en/quote/399106.CN.md) - [000047.CN](https://longbridge.com/en/quote/000047.CN.md) - [510210.CN](https://longbridge.com/en/quote/510210.CN.md) ## Related News & Research - [China April Retail Sales +0.2% y/y (exp 2%) & Industrial Prduction +4.1% y/y (exp 5.9%)](https://longbridge.com/en/news/286699672.md) - [New Home Prices Rise, Hold Steady in Five More Major Chinese Cities in April](https://longbridge.com/en/news/286849542.md) - [China's property investment extends decline in January-April](https://longbridge.com/en/news/286699189.md) - [China economy slows sharply as investment returns to contraction](https://longbridge.com/en/news/286707036.md) - [China new home prices fall at slowest monthly pace in a year in April](https://longbridge.com/en/news/286697169.md)