A股临时策略点评：A股韧性修复有望延续，政策发力提振信心

Group 1 - The report highlights that the A-share market has shown resilience and is expected to continue its recovery, supported by policy measures aimed at boosting investor confidence [2][4][9] - Recent market fluctuations were influenced by external economic changes, with the A-share market experiencing significant volatility but ultimately stabilizing due to regulatory support and domestic demand policies [4][20] - The report notes that sectors with strong domestic demand, such as food and beverage and pharmaceuticals, have demonstrated defensive resilience, while high-end manufacturing sectors have shown mixed performance [5][20] Group 2 - The report emphasizes the importance of coordinated policy actions from various government departments to stabilize the capital market, including measures to enhance market expectations and counter external pressures [9][12][20] - It details specific actions taken by state-owned enterprises and listed companies, including significant stock buybacks and increases in shareholding, which have positively impacted market sentiment [15][20] - The report suggests that the overall market is expected to shift from short-term volatility to a trend driven by fundamentals, with a focus on sectors such as finance, consumer goods, and public utilities [21][20]