三季报或有哪些结构性亮点？

Group 1: Economic Trends - The overall economic index for all industries and non-financial sectors in September showed a flat or declining trend, indicating a weakening in Q3[1] - Major financial, midstream manufacturing, and TMT sectors are expected to stabilize and recover first, while midstream materials, upstream resources, and discretionary consumption are the main drag on economic performance[1] Group 2: Structural Highlights - Potential highlights for Q3 reports include structural leverage driven by overseas and government sectors in automation, excavators, power grids, shipping, and photovoltaic midstream[2] - The global technology cycle is driving growth in electronics and server/light modules, but caution is advised due to potential peak pressure in global electronic inventory cycles by year-end[3] Group 3: Consumer Goods Recovery - The durable consumer goods sector is seeing a recovery driven by trade-in programs for home appliances and furniture, with notable growth in daily necessities, cosmetics, and food services[4] - The hospitality sector is also showing signs of recovery, with a narrowing decline in hotel RevPAR in September[4] Group 4: Industry Rebound - The livestock, paper, and plastics industries are experiencing a turnaround following accelerated capacity clearance, with the pig-to-grain price ratio recovering since Q3[5] - The paper industry is seeing an increase in PPI and finished product inventory, indicating a potential supply-demand turning point[5]