Group 1: Consumer Sector - The consumer market is experiencing a boost due to seasonal changes and government policies, with a notable increase in demand during the "Golden September and Silver October" period [2][6] - From January to July this year, the total retail sales of consumer goods increased by 4.8% year-on-year, with dining revenue up by 3.8% and retail goods sales up by 4.9% [3] - Seasonal transitions are driving new consumption trends, with increased interest in autumn clothing, skincare products, and seasonal food and beverages [5] Group 2: Healthcare Sector - The change in seasons is expected to create new investment opportunities in the healthcare sector, particularly due to increased health demands as respiratory diseases become more prevalent [8][9] - The World Health Organization reports approximately 1 billion seasonal flu cases annually, highlighting the rising health protection needs during the autumn [9] Group 3: Agriculture Sector - The agricultural sector is poised for investment opportunities as the autumn harvest signals increased grain production, supported by advancements in agricultural mechanization and smart farming [14][15] - In 2024, the total area for autumn grain planting is projected to be 87,951.2 thousand hectares, with a yield of 6,008.3 kg per hectare, leading to a total production of 52,843.4 million tons [15] Group 4: Energy Sector - The autumn season marks a peak for construction activities and energy storage, with traditional energy demand rising and new energy sources entering efficient operational phases [20][21] - The construction season is expected to boost energy consumption, particularly in high-energy industries like steel and cement, while traditional energy procurement is increasing in preparation for winter [22][23] - As temperatures drop, solar and wind energy generation is expected to see significant growth, with solar power capacity reaching 1,111 million kilowatts, a 50.8% year-on-year increase [24]

Core Points - The upcoming visit of EU leaders to China is strategically timed just before the new round of tariffs from the Trump administration takes effect on August 1, indicating a potential shift in alliances and trade dynamics [1][3] - The EU aims to strengthen cooperation with China and Japan to mitigate losses from the US market, as the combined GDP of China, Japan, and the EU approaches $50 trillion, representing about 45% of the global economy [3] - The visit raises questions about whether the EU is genuinely seeking cooperation or merely using the trip as a political gesture against the US, especially given recent trade tensions between China and the EU [4] Group 1 - The EU leaders' visit is set for July 24, following their participation in the Japan-EU summit on July 23, highlighting a strategic sequence in their diplomatic efforts [3] - The EU's potential pivot towards China and Japan could signify a move towards a "de-Americanized" trade system, which may cause concern for the US [3] - The EU's internal pressures, including demands from the US for significant financial contributions and concessions in key industries, complicate its position [8] Group 2 - Internal divisions within the EU are becoming more pronounced, with Hungary's Prime Minister suggesting a theoretical exit from the EU, reflecting growing political tensions [9] - The EU's budgetary disagreements, particularly between Germany and France, further exacerbate its internal challenges, which could weaken its negotiating power on the global stage [9] - The outcome of the upcoming high-level talks between the EU and China will be crucial in determining the future of their cooperation, with hopes for substantial agreements rather than mere political posturing [11]