Meso boom overview issue 12: the boom differentiation of various sectors intensifies

Consumption sector: new energy vehicles are in a high boom; The prosperity of real estate related chains such as home appliances and household appliances has improved; Business, textile and clothing boom improved; Baijiu, paper making, condiment and other prosperity declined. Automobile boom down

Boom improvement: the boom of new energy vehicles is rising Shenzhen Agricultural Products Group Co.Ltd(000061) the boom of soybeans and corn is rising; The prosperity of household electricity has improved; Household boom is still high; Affected by the consumption of the Spring Festival in February, the prosperity of Commerce, textile and clothing was in an improved state in the center; The prosperity of small household appliances has improved.

The boom was stable: the price of dairy products decreased slightly and the boom of Shenzhen Agricultural Products Group Co.Ltd(000061) wheat and wheat remained high; Beer and other prosperity remained at a high position; Catering, duty-free, kitchen electricity and chicken remained at the center of history.

Business downturn: Baijiu price continued to fall, the paper (corrugated paper) factory price slightly down, boom down; Condiments decreased significantly year-on-year, and the boom was down; The automobile boom is down; Piglet prices are under pressure.

Growth sector: semiconductors, lithium batteries, photovoltaic high boom continued to rise; The wind power boom rises at a higher position; The boom of film box office, mobile phone and LCD panel is under pressure

Boom improvement: semiconductor boom continues to rise; Lithium battery prices continued to rise, and the boom continued to rise; The new installed capacity of photovoltaic has improved significantly year-on-year, and the boom is rising at a high level; Wind power boom is rising at a higher position; The prosperity of MLCC has improved.

Stable prosperity: the prosperity of communication equipment manufacturers, operators, computers (software) and short video is maintained at a high position; The prosperity of integrated video and games remains at the center of history.

Downturn: affected by the epidemic, the film boom is still in decline; LCD panel boom margin down; Mobile phones are in a downward trend.

- Advertisment -