朝闻国盛：中观数据与盈利预测指向哪些行业景气？

Group 1: Core Insights - The report highlights the industries showing signs of economic prosperity based on medium-term data and profit forecasts, indicating potential investment opportunities [3][6]. - The report emphasizes the importance of monitoring macroeconomic indicators and sector performance to identify favorable investment sectors [3][6]. Group 2: Industry Performance - The top-performing industries in January, March, and over the past year include Communication (7.9%, 0.3%, 28.0%), Banking (6.0%, 11.2%, 33.4%), and Media (4.6%, 0.2%, 42.6%) [1]. - Conversely, the bottom-performing industries include Food & Beverage (-7.3%, -7.6%, -1.7%), Automotive (-6.9%, -6.7%, 27.4%), and Household Appliances (-6.6%, -8.0%, 9.0%) [1]. Group 3: Environmental Sector Insights - The environmental sector is experiencing stricter monitoring standards, with leading companies positioned to benefit from these changes, particularly in waste management and recycling [5][7]. - The report identifies specific companies such as Huaneng Environment and Huicheng Environmental as key players benefiting from carbon neutrality initiatives and significant project wins [5].