Macro Economic Group - In February, China's CPI year-on-year was 1.3%, up from 0.2% in January; core CPI year-on-year was 1.8%, up from 0.8% in January. Month-on-month, CPI increased by 1.0%, compared to 0.2% in January [4] - February's PPI year-on-year was -0.9%, an improvement from -1.4% in January; month-on-month, PPI remained stable at 0.4% [5] Industry Comprehensive Group - Texas Instruments (TI) is set to implement a price increase of 15% to 85% on various core products starting April 1, 2026, following previous targeted price adjustments in key sectors. This trend indicates a sustained rebound in semiconductor prices due to strong downstream demand and rising costs in raw materials and foundry capacity [10] - CATL reported a 39.2% year-on-year increase in lithium-ion battery sales for 2025, reaching 661 GWh, with revenue of 423.7 billion yuan, up 17%. The company expects to maintain a compound growth rate of around 25% from 2026 to 2030 [11] Consumer Group - The paper industry has seen price increases across various segments since Q4 2025, indicating a recovery in profitability and improved price order. The current assessment suggests a weak recovery and profitability improvement in the paper industry, with potential for further upward movement if price increases can be effectively transmitted to orders and shipments [13] - Sanrio reported a 32% year-on-year increase in revenue for FY2026 Q3, reaching 55.5 billion yen, and a 10% increase in net profit. The company has raised its full-year guidance, driven by sustained demand for core IP and a shift towards localized operations in key markets [14]