China Merchants Securities released a research report stating that the direction of improving prosperity this week is mainly in the fields of resource products and information technology. Among upstream resource products, the prices of crude oil, cement, and some chemicals rose; in the midstream manufacturing sector, the country's installed solar power generation capacity changed year-on-year on a three-month rolling basis in August, and BDTI increased. In information technology, the three-month rolling year-on-year increase in North American PCB shipments increased in August, and global semiconductor sales increased year-on-year in August. In the consumer services sector, pig farming profits are declining, and fresh milk prices are rising. National Day travel demand remains resilient, and the characteristics of erroneous peak diversion and long-term travel are prominent. We recommend petrochemicals, building materials, semiconductors, transportation, pharmaceutics, etc. that are booming or improving.

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