Meso boom overview issue 11: new energy semiconductors are stronger than expected, and the downstream boom of real estate is generally improved

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; Business, textile, clothing and catering boom improved; Baijiu, condiments and other business downturn

Boom improvement: the boom of new energy vehicles is rising; Household boom is still high; The prosperity of household electricity has improved Shenzhen Agricultural Products Group Co.Ltd(000061) the boom of wheat and corn is rising; Commerce, textile, clothing and catering are affected by the consumption of the Spring Festival, and the boom is improving in the center; The automobile boom is on the rise.

Stable prosperity: dairy products, Shenzhen Agricultural Products Group Co.Ltd(000061) medium soybeans, beer and other prosperity maintain a high or high position; Kitchen electricity boom maintains the historical center. Piglet prices gradually stabilized and the boom maintained.

Economic downturn: condiments decreased significantly year-on-year, and the economic downturn; Baijiu price and papermaking (corrugated paper) factory price dropped slightly, and the economy declined. The price of chicken turned down and the boom went down; The boom of small household appliances is under pressure.

Growth sector: semiconductors and lithium batteries are booming further; Video industry boom maintenance; The film box office fell; Mobile phone and LCD panel

Boom improvement: the boom of semiconductors and lithium batteries continued to rise; The prosperity of communication equipment manufacturers and operators is relatively high and good; The prosperity of MLCC has improved.

Stable prosperity: the prosperity of computer (software), photovoltaic and short video remains relatively high; The seasonal boom of integrated video and games has improved.

Boom downward: the boom of wind power and mobile phones is in the center downward; The boom margin of films and LCD panels fell.

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