行业周观点2024年第四十五期：12月2日-12月6日

Group 1: Lithium Battery - The lithium battery index increased by 1.25%, underperforming the CSI 300 index which rose by 1.44% [1][16] - It is recommended to continue monitoring investment opportunities in the sector due to the overall industry outlook and market trends [18] Group 2: Chemical Industry - The CITIC basic chemical industry index rose by 1.26%, lagging behind the CSI 300 index [2][20] - Investment suggestions include focusing on phosphate chemicals, potash fertilizers, polyester filament, and new chemical materials [22][23] Group 3: New Materials - The new materials index increased by 1.45%, performing similarly to the CSI 300 index [3][24] - The superhard materials sector saw significant growth, influenced by export controls on dual-use items to the U.S. [25] - Investment opportunities are suggested for companies with strong R&D capabilities in functional diamonds [25] Group 4: Agriculture, Forestry, Animal Husbandry, and Fishery - The CITIC agriculture index rose by 0.69%, underperforming the CSI 300 index [4][28] - Recommendations include focusing on the pig farming sector, which is expected to turn profitable, and the rapidly growing pet food sector [31] Group 5: Food and Beverage - The food and beverage sector increased by 0.25%, with mixed performance across sub-sectors [5][33] - By 2025, revenue growth for listed companies in this sector is expected to remain in single digits, with a focus on pre-prepared dishes, baking, and health products [34][35] Group 6: Pharmaceuticals - The CITIC pharmaceutical index rose by 1.51%, outperforming the CSI 300 index [6][37] - Investment focus should be on innovative drugs, CXO, and innovative medical devices due to recent policy changes [39] Group 7: Machinery - The CS machinery sector increased by 3.95%, outperforming the CSI 300 index [10][41] - Investment suggestions include cyclical sectors such as engineering machinery and high-speed rail equipment [43] Group 8: Photovoltaics - The photovoltaic sector declined by 1.80%, underperforming the CSI 300 index [12][45] - Investment opportunities are suggested in areas with clear capacity reduction expectations, such as photovoltaic glass and integrated component manufacturers [47] Group 9: Power and Utilities - The power and utilities sector rose by 3.17%, outperforming the CSI 300 index [13][49] - Long-term investment opportunities are recommended in hydropower and nuclear power sectors due to their strong profitability [52] Group 10: Media - The media sector increased by 6.38%, significantly outperforming the CSI 300 index [14][53] - Continuous attention is recommended for AI applications in content creation, which are expected to enhance industry efficiency [54]