Meso boom highlights: the boom related to consumer real estate has improved, with growth semiconductors and lithium batteries leading the high boom
Consumption sector: new energy vehicles are in a high boom; The prosperity of real estate related chains such as home building materials and household appliances has improved; The consumption boom of small household appliances, textile and clothing decreased
Prosperity improvement: the high prosperity of new energy vehicles is maintained; Household boom is still high; The electricity boom has improved. According to the data in January, the sales volume of new energy vehicles still doubled year-on-year, but fell month on month. Sales of home building materials maintained a high growth rate in January. Due to seasonal reasons, the sales volume and average price of household power increased year-on-year, and the prosperity improved.
Stable prosperity: the prosperity of dairy products, Shenzhen Agricultural Products Group Co.Ltd(000061) , alcohol, etc. remains high or high; The prosperity of chicken, kitchen electricity, automobile, commerce and trade, textile and clothing, tax exemption and so on has maintained the historical center. In dairy products, the retail price of milk fluctuated and remained flat Shenzhen Agricultural Products Group Co.Ltd(000061) the price of wheat and soybean remained high. Baijiu prices remained stable, beer prices were flat and output increased seasonally. The price of chicken fell slightly and was at the center of the boom. The sales of kitchen appliances in January were basically the same as before, with the average price rising and the boom maintained. The growth rate of vehicle sales is “V-type” year-on-year. Commerce and trade, textile and clothing, tax exemption, etc. are affected by the point outbreak of the epidemic, and the boom maintains the historical center.
Economic downturn: condiments decreased significantly year-on-year, and the economic downturn; The ex factory price of papermaking (corrugated paper) decreased slightly; The prosperity of small household appliances is under pressure; The catering boom is down; Pork prices continued to fall. Affected by the high base, the year-on-year increase in the price of condiments dropped significantly. The prices of some paper mills fell slightly. Sales of small household appliances continued to decline in January. Catering affected by the epidemic, the boom is still under pressure. In January, the high growth rate of commercial pig slaughter narrowed, and the pig price continued to fluctuate and fall.
Growth sector: high prosperity of semiconductor and lithium battery; Rising prosperity of communication equipment manufacturers; The decline of wind power installation has widened; The film box office fell; MLCC, LCD panel pressure
Boom improvement: the high level of semiconductor boom continues to rise; The prosperity of communication equipment manufacturers has improved. In December, the year-on-year growth rate of semiconductor equipment shipments in North America continued to expand, and the year-on-year growth rate of TSMC’s revenue in January increased. The boom of communication equipment increased significantly in December, among which the output of base station equipment increased significantly year-on-year.
Stable business: lithium battery business remains at a high level; The boom of mobile phones, operators, software, photovoltaic and short video remained relatively high; Near the integrated video boom maintenance center; The seasonal boom of the game has improved. In January, the sales volume of new energy vehicles and the installed capacity of batteries continued to be high year-on-year, fell month on month, and the high prosperity of lithium battery industry chain was maintained. Mobile phone shipments continued to grow at a higher rate. The total number of users of operators increased slightly. The year-on-year growth rate of software business income expanded slightly. The prosperity of photovoltaic and short video is maintained at a high position. The integrated video boom is near the center. Game sales showed seasonal year-on-year and month on month growth, and the boom remained stable.
Boom downturn: the boom margin of wind power, MLCC, film and LCD panel fell. The decline of wind power installed capacity has expanded, and the boom is under pressure. The year-on-year growth rate of MLCC Taiwan stock revenue continued to decline, and the year-on-year growth rate in December has dropped to about 0. The boom of film box office fell sharply. In January, the price of 55 inch LCD TV panel continued to fall, with weak demand and procurement.
Meso boom highlights: the boom related to consumer real estate has improved, with growth semiconductors and lithium batteries leading the high boom
Consumption sector: new energy vehicles are in a high boom; The prosperity of real estate related chains such as home building materials and household appliances has improved; The consumption boom of small household appliances, textile and clothing decreased
Prosperity improvement: the high prosperity of new energy vehicles is maintained; Household boom is still high; The electricity boom has improved. The sales volume of new energy vehicles maintained a year-on-year growth, but still doubled year-on-year. Sales of home building materials maintained a high growth rate in January. Due to seasonal reasons, the sales volume and average price of household power increased year-on-year, and the prosperity improved.
Stable prosperity: the prosperity of dairy products, Shenzhen Agricultural Products Group Co.Ltd(000061) , alcohol, etc. remains high or high; The prosperity of chicken, kitchen electricity, automobile, commerce and trade, textile and clothing, tax exemption and so on has maintained the historical center. In dairy products, the retail price of milk fluctuated and remained flat Shenzhen Agricultural Products Group Co.Ltd(000061) the price of wheat and soybean remained high. Baijiu prices remained stable, beer prices were flat and output increased seasonally. The price of chicken fell slightly and was at the center of the boom. The sales of kitchen appliances in January were basically the same as before, with the average price rising and the boom maintained. The year-on-year growth rate of vehicle sales showed a “V” shock. Commerce and trade, textile and clothing, tax exemption, etc. are affected by the point outbreak of the epidemic, and the boom maintains the historical center.
Economic downturn: condiments decreased significantly year-on-year, and the economic downturn; The ex factory price of papermaking (corrugated paper) decreased slightly; The prosperity of small household appliances is under pressure; The catering boom is down; Pork prices continued to fall. Affected by the high base, the year-on-year increase in the price of condiments dropped significantly. The prices of some paper mills fell slightly. Sales of small household appliances continued to decline in January. Catering affected by the epidemic, the boom is still under pressure. In January, the high growth rate of commercial pig slaughter narrowed, and the pig price continued to fluctuate and fall.
Growth sector: high prosperity of semiconductor and lithium battery; Rising prosperity of communication equipment manufacturers; The decline of wind power installation has widened; The film box office fell; MLCC, LCD panel pressure
Boom improvement: the high level of semiconductor boom continues to rise; The prosperity of communication equipment manufacturers has improved. In December, the year-on-year growth rate of semiconductor equipment shipments in North America continued to expand, and the year-on-year growth rate of TSMC’s revenue in January increased. The boom of communication equipment increased significantly in December, among which the output of base station equipment increased significantly year-on-year.
Stable business: lithium battery business remains at a high level; The boom of mobile phones, operators, software, photovoltaic and short video remained relatively high; Near the integrated video boom maintenance center; The seasonal boom of the game has improved. In January, the sales volume of new energy vehicles and the installed capacity of batteries continued to be high year-on-year, fell month on month, and the high prosperity of lithium battery industry chain was maintained. Mobile phone shipments continued to grow at a higher rate. The total number of users of operators increased slightly. The year-on-year growth rate of software business income expanded slightly. The prosperity of photovoltaic and short video is maintained at a high position. The integrated video boom is near the center. Game sales showed seasonal year-on-year and month on month growth, and the boom remained stable.
Boom downturn: the boom margin of wind power, MLCC, film and LCD panel fell. The decline of wind power installed capacity has expanded, and the boom is under pressure. The year-on-year growth rate of MLCC Taiwan stock revenue continued to decline, and the year-on-year growth rate in December has dropped to about 0. The boom of film box office fell sharply. In January, the price of 55 inch LCD TV panel continued to fall, with weak demand and procurement.
Meso boom highlights: steady growth and geopolitical conflict accelerated, the cycle boom rose, and the real estate boom is showing signs of stabilizing
Cycle sector: the prosperity of energy, metals, some chemicals, infrastructure and real estate related sectors has improved; Shipping, cement, power generation and construction machinery are under pressure
Boom improvement: the boom of base metals and small metals is at a high level; The energy boom is rising rapidly due to geographical conflicts; The boom of nuclear power, steel, ethylene, propylene, glass and water reducer has risen. Due to the hot downstream sales of new energy vehicles and other factors, the prices of basic metals and small metals further rose. The acceleration of geographical conflicts and the intensification of energy supply shortages have driven the spot price of crude oil to exceed US $100 a barrel and the price of gas to rise rapidly. The steel boom improved. The rise in oil prices has driven up the prices of some oil chemicals such as ethylene and propylene. Under the steady growth policy, the prosperity of infrastructure and real estate related sectors such as glass and water reducer has improved.
Stable prosperity: high and stable prices of copper and titanium dioxide; PTA, MDI and urea prices are stable at a high position; The prosperity of shipping ports is stable; Coal, precious metals, general automatic equipment, iron ore and express logistics are in the boom center; The airport aviation boom is stable at a low position. Copper prices and titanium dioxide were flat. PTA, urea and steel prices remained stable, while MDI prices were differentiated. The fluctuation of shipping ports was small, the high export freight rate continued to decline, and the domestic trade index fell. Due to the aggravation of geopolitical tension, precious metals continued to fluctuate upward, and the express logistics revenue improved compared with December and remained in the boom center. Airport Air passenger traffic continued to fall.
Boom downturn: the boom of cement, hydro thermal power generation and construction machinery is under pressure. Cement prices continued to fall. The year-on-year decline of hydropower and thermal power generation has expanded. In January, excavator sales and operating hours continued to fall and the decline expanded.
Financial sector: the real estate boom has stabilized and improved; The insurance income increased seasonally and the boom maintained; The prosperity of securities companies and banks is stable
In real estate, the floor profit changed from negative to positive year-on-year, the year-on-year decline in land sales narrowed in January, the land premium rate increased slightly, and the real estate is now showing signs of stabilization and improvement.
In January, the premium income of insurance enterprises showed seasonal growth and the boom remained stable.
The year-on-year growth rate of medium and long-term loans of banks and enterprises continued to slow down, and the boom was basically maintained.
Securities companies, the recent market trading volume has returned to the trillion level, and the boom is stable.
