---
title: "Brokerage Firms Analyze A-shares in 2026: Profitability Takes Over Valuation, Allocation Becomes More Balanced"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/265402461.md"
description: "As of November 11, multiple securities firms have held strategy meetings for 2026, expecting that the macro economy will remain stable in 2026, and the A-share market will continue to fluctuate upward, with market drivers shifting from valuation recovery to earnings fundamentals"
datetime: "2025-11-11T22:14:12.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/265402461.md)
  - [en](https://longbridge.com/en/news/265402461.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/265402461.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/265402461.md) | [繁體中文](https://longbridge.com/zh-HK/news/265402461.md)


# Brokerage Firms Analyze A-shares in 2026: Profitability Takes Over Valuation, Allocation Becomes More Balanced

According to incomplete statistics, as of November 11, brokerages such as Cathay Securities, Soochow Securities, Kaiyuan Securities, Huatai Securities, CITIC Securities, CITIC Construction Investment, and Guosheng Securities have held strategy meetings for the year 2026. China International Capital Corporation and Eastmoney Securities will hold theirs in mid to late November. From the strategies that have been released, institutions generally expect the macro economy to operate steadily in 2026, and the A-share market is likely to continue its upward trend. The market driving force is shifting from valuation recovery to earnings fundamentals. (Shanghai Securities Journal)

## 相关资讯与研究

- [Dick’s Sporting Goods Faces Heightened Risk as International Foot Locker Expansion Becomes Key Growth Driver](https://longbridge.com/zh-CN/news/280897971.md)
- [Zignago Vetro Publishes Documentation for April 2026 Shareholders’ Meeting](https://longbridge.com/zh-CN/news/280837354.md)
- [SILICOM'S FIRST QUARTER 2026 RESULTS RELEASE SCHEDULED FOR APRIL 30, 2026 | SILC Stock News](https://longbridge.com/zh-CN/news/281187073.md)
- [Willis Towers Watson's Q1 2026 Earnings: What to Expect](https://longbridge.com/zh-CN/news/281358507.md)
- [Telefonaktiebolaget Lm Ericsson Approves Dividend for 2025 in Two Installments, Payable on April 9, 2026, and on October 2, 2026](https://longbridge.com/zh-CN/news/281220360.md)