行业周观点2024年第四十二期：11月11日-11月15日

Group 1: Lithium Battery - The lithium battery index decreased by 0.06%, outperforming the Shanghai and Shenzhen 300 index [11] - In October 2024, China's new energy vehicle power battery installation reached 59.20 GWh, a year-on-year increase of 51.02% [12] - The prices of battery-grade lithium carbonate and lithium hydroxide increased by 5.26% and 0.70% respectively [13] - The report suggests maintaining attention on investment opportunities in the lithium battery sector due to favorable macro policies [13] Group 2: Chemical Industry - The basic chemical industry index fell by 3.53%, underperforming the Shanghai and Shenzhen 300 index [15] - The report highlights potential demand growth for chemical products related to the real estate sector due to supportive policies [15][16] - It also suggests focusing on alternative routes to crude oil and the phosphate chemical industry due to supply tightness [16] Group 3: New Materials - The new materials index dropped by 3.98%, underperforming the Shanghai and Shenzhen 300 index [19] - The report emphasizes the growing demand for new materials in manufacturing and suggests focusing on semiconductor materials with low domestic replacement rates [19] - It highlights the strategic importance of high-end diamond materials and recommends investing in companies with technological reserves [19] Group 4: Light Industry Manufacturing - The light industry manufacturing index decreased by 3.03%, slightly outperforming the Shanghai and Shenzhen 300 index [21] - The report indicates a recovery in the home furnishing sector driven by new real estate policies and suggests focusing on leading companies with strong fundamentals [21][22] Group 5: Agriculture, Forestry, Animal Husbandry, and Fishery - The agriculture, forestry, animal husbandry, and fishery index fell by 6.17%, underperforming the Shanghai and Shenzhen 300 index [25] - The report recommends focusing on the pig farming sector and the rapidly growing pet food segment as potential investment opportunities [25] Group 6: Securities - The securities index experienced a decline after reaching a new high, indicating a period of adjustment [30] - The report suggests maintaining attention on the securities sector due to potential structural opportunities [31] Group 7: Photovoltaics - The photovoltaic industry index decreased by 4.55%, with a significant drop in trading volume [33] - The report indicates that the market demand for photovoltaics remains strong, with upcoming procurement projects expected to drive growth [34] - It recommends focusing on leading companies in specific segments such as photovoltaic glass and integrated components [34] Group 8: Power and Utilities - The power and utilities index fell by 3.25%, slightly outperforming the Shanghai and Shenzhen 300 index [36] - The report highlights stable profitability in the sector, with a net profit of 194.69 billion yuan in the first three quarters of 2024, a year-on-year increase of 9.67% [37] Group 9: Media - The media index increased by 1.27%, significantly outperforming the Shanghai and Shenzhen 300 index [39] - The report suggests that government policies aimed at boosting domestic consumption will benefit sectors like film, entertainment, and advertising [42] Group 10: Computing - The computing industry index decreased by 3.48%, underperforming the Shanghai and Shenzhen 300 index [10] - The report notes challenges in high-end chip manufacturing due to tightening policies from major foundries [43]