According to the Huatai Securities Research Report, the current round of El Niño is still increasing, and the impact on the industry may continue until 2027. Investment opportunities depend on whether changes in supply and demand can be transformed into corporate profits. According to the ONI caliber, the July-September 2026 index has reached +2.2℃, and the intensity of this round of observations is already at an all-time high; during the same period, RONI was +1.7℃, and CPC predicted in October that the median RONI would rise to +2.74℃ in October to December, and it is still the main peak window around the end of the year. Historical experience shows that there is no stable correlation between climate intensity and asset growth. The extent of damage to core production areas, inventory buffering, and the extent to which early expectations are taken into account are the keys to judging the sustainability of the market. This round focuses on Southeast Asia's tropical crop supply, high-temperature electricity demand, and possible abnormal precipitation in southern China in 2027 and its impact on the industry.

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