China Merchants Securities released a research report saying that the direction of improving sentiment this week is mainly in the fields of resource products, information technology, and utilities. Among upstream resource products, the prices of coal, steel, and gold and silver rose; in the midstream manufacturing sector, the PV price index rose, and the year-on-year decline in the number of charging piles narrowed during the three-month rolling period in July. In information technology, the three-month rolling year-on-year increase in Japan's semiconductor manufacturing equipment shipments increased in July, and the three-month rolling year-on-year decline in optical cable production narrowed in July. In the consumer services sector, pig farming profits have improved, and cotton and corn futures prices have risen. The disclosure of the current interim report has entered the second half, and structural improvements have been further confirmed. We recommend non-ferrous, coal, chemicals, semiconductors, photovoltaics, agriculture, forestry, animal husbandry and fishing, medical devices, etc. that have a high or improved economy and are reporting positive profits.

China Merchants Securities released a research report saying that the direction of improving sentiment this week is mainly in the fields of resource products, information technology, and utilities. Among upstream resource products, the prices of coal, steel, and gold and silver rose; in the midstream manufacturing sector, the PV price index rose, and the year-on-year decline in the number of charging piles narrowed during the three-month rolling period in July. In information technology, the three-month rolling year-on-year increase in Japan's semiconductor manufacturing equipment shipments increased in July, and the three-month rolling year-on-year decline in optical cable production narrowed in July. In the consumer services sector, pig farming profits have improved, and cotton and corn futures prices have risen. The disclosure of the current interim report has entered the second half, and structural improvements have been further confirmed. We recommend non-ferrous, coal, chemicals, semiconductors, photovoltaics, agriculture, forestry, animal husbandry and fishing, medical devices, etc. that have a high or improved economy and are reporting positive profits.