行业周观点：2024年第三十二期：8月26日-8月30日

Lithium Battery - The lithium battery index increased by 5.33%, outperforming the CSI 300 index [1] - Short-term investment opportunities in the sector are recommended due to industry prosperity and price trends [1] New Materials - The new materials index rose by 4.59%, significantly outperforming the CSI 300 index which declined by 0.17% [9] - All major sub-sectors except for the membrane sector showed varying degrees of increase, driven by domestic manufacturing upgrades and demand for high-performance materials [9] - Focus on semiconductor materials with low domestic replacement rates and high technical difficulty is advised [9] Nonferrous Metals - The nonferrous metals index increased by 0.93%, while the CSI 300 index fell by 0.17% [10] - Lithium (6.13%), other rare metals (5.34%), and nickel-cobalt-tin-antimony (4.83%) were among the best-performing sub-sectors [10] - Investment opportunities in aluminum and small metal sectors are suggested due to weak metal prices and geopolitical factors [10] Agriculture, Forestry, Animal Husbandry, and Fishery - The index for agriculture, forestry, animal husbandry, and fishery rose by 1.52%, outperforming the CSI 300 index by 1.69 percentage points [14] - All sub-sectors showed varying degrees of increase, with a focus on the pig farming sector and rapidly growing pet food market [14] Light Industry Manufacturing - The light industry manufacturing index increased by 3.30%, outperforming the CSI 300 index [12] - All sub-sectors showed growth, with particular attention to the paper and home furnishing sectors due to seasonal demand [12] Pharmaceuticals - The pharmaceutical index rose by 1.97%, outperforming the CSI 300 index by 2.14 percentage points [16] - Investment opportunities in traditional Chinese medicine and innovative drugs are recommended for the medium to long term [16] Securities - The securities index showed a rebound, with a 2.18% increase, outperforming the CSI 300 index [18] - If market activity remains relatively high, further recovery in the securities index is anticipated [18] Machinery - The machinery sector index increased by 2.07%, outperforming the CSI 300 index [19] - Focus on large-scale equipment updates and growth sectors such as semiconductor and 3C equipment is recommended [19] Photovoltaics - The photovoltaic sector rose by 5.43%, significantly outperforming the CSI 300 index [21] - Despite overcapacity and price declines affecting profitability, long-term focus on leading companies in the photovoltaic supply chain is advised [22]