中信证券：关注部分省份极端天气对经济活动的干扰

Group 1 - The report from CITIC Securities indicates that extreme weather events such as high temperatures and heavy rainfall have been prevalent in July, impacting industrial production and electricity consumption [1] - It is expected that the industrial production growth rate for July may decline to approximately 5.5% due to the adverse effects of extreme weather [1] - The report suggests that the recent flooding disasters are not expected to have a lasting impact on prices, and the overall effect on monthly totals is considered manageable [1] Group 2 - Attention should be paid to the potential impacts of extreme weather events, including heavy rainfall, heatwaves, and typhoons, on relevant provinces in August [1] - Increased electricity usage and coal consumption are anticipated due to the high temperatures in July and August [1]