$$\overline{{{\prod_{\mathrm{DE}}}}}\frac{\bigtriangleup}{\bigtriangleup}\frac{\bigtriangleup}{\bigtriangleup}\frac{\bigtriangleup\mathrm{bd}}{\bigtriangleup}$$ 制作：产品中心 重点推荐 《策略|中观景气度数据库和定量模型应用——中观景气度高频跟踪及运 用》 1、从整体的行业景气度方面来看，本周钢铁、电力设备、电子、食品饮 料、环保、商贸零售等行业整体呈上行趋势；石油石化、机械设备、轻工 制造、家用电器、汽车、银行、房地产、公用事业等行业整体呈下行趋势。 2、截至 2025 年 08 月 10 日，重视行业值得关注的景气度数据有：汽车： 半钢胎开工率为 74.35%，环比下降 0.1%。机械设备：五金工具磨具及磨 料价格指数为 125.17 点，环比下降 0.11%。电力设备：Topcon 组件价格 为 0.7 元/瓦，环比上涨 4.2%；电线电缆价格指数为 131.38 点，环比下降 0.02%。交通运输：苏州地铁客运量为 215.6 万人次，环比上 ...

Group 1 - The report highlights that the global refined oil transportation market is expected to experience a recovery in 2025, with the company's quarterly performance anticipated to improve sequentially [3][5] - The company is the only refined oil transportation company listed in A-shares, and its profitability has significantly increased over the past three years, with expectations for continued high profitability in 2025 [2][3] - The global refinery relocation trend is expected to benefit the industry, leading to a potential recovery in dividend distribution and accelerated shareholder returns [4][5] Group 2 - The report on Steady Medical indicates that the company is expected to maintain its earnings forecast, with projected EPS for 2025-2027 being 1.77, 2.18, and 2.49 yuan respectively [6][7] - The cotton soft towel and sanitary napkin business of the company is expected to see significant revenue growth in 2024, attributed to strategic transformations in product, channel, and brand marketing [7][8] - The company is focusing on high-quality product positioning and expanding its online and offline channels, which is expected to enhance brand visibility and drive revenue growth [8][27] Group 3 - The durable consumer goods industry report emphasizes the successful path of IQOS, highlighting the importance of product strength, marketing, and channel synergy in establishing brand value [9][10] - The Japanese market for HNB products has reached a penetration rate of over 40%, with significant growth potential as traditional cigarette markets shrink [9][11] - The report suggests that the competitive landscape in the HNB market is evolving, with major brands actively participating in market cultivation, leading to accelerated industry expansion [9][10] Group 4 - The military industry report indicates that the ongoing geopolitical tensions are likely to drive long-term growth in the military sector, with increased defense spending expected [23][24] - Recent military agreements, such as the tank export deal between South Korea and Poland, highlight the strengthening of military cooperation and the potential for significant military sales contracts [25][26] - The report recommends various companies within the military sector, focusing on assembly, components, and systems, as the industry is poised for growth amid rising defense demands [26][27]