Business strategy: Movie ticket prices significantly adjusted, colored and storage prices are strong.

date
25/12/2025
The investment strategy report pointed out that the direction of improved business conditions this week is mainly in the areas of resource, midstream manufacturing, and information technology. In the upstream resource sector, prices of metals, steel, and coal have mostly risen; in the midstream manufacturing sector, prices in the new energy industry chain have mostly risen, and the three-month rolling revenue growth rate of metal forming machine tools in November has expanded. In information technology, memory prices continue to rise, and the three-month rolling revenue growth rate of telecommunications main business in November has expanded. In the consumer services sector, profits in pig farming are on the rise. It is expected that the Q4 profits of listed companies will continue to grow positively, but the growth rate may narrow. It is recommended to focus on companies with the potential for high profit growth or improvement in the annual report in the sectors of non-ferrous metals, batteries, military electronics, aerospace equipment, power grid equipment, construction machinery, semiconductors, and media.