Citic Construction Investment Chen Guo pointed out that with the Golden Nine Silver start + consumption peak season approaching, combined with the industrial cycle and economic environment, the forecast plate boom trend is as follows: 1) Photovoltaic / wind power, new energy vehicle demand are gradually entering the peak season, at the same time superimposed silicon capacity release, new car listing and other catalysis, the boom is expected to improve, closely follow the data verification; 2) periodic electricity (green electricity) + oil transportation obvious cycle reversal. 3) aquaculture is still in the early and middle stages of the upward cycle. 4) consumption as a whole is weak and inelastic with the economic recovery, but some varieties with strong demand toughness, such as medical beauty and some spirits, are still worthy of attention. Observe the sales performance during the Mid-Autumn Day peak season. As some congestion indicators such as turnover ratio / turnover rate of some popular track industries have been alleviated recently, we believe that after the phased swing of the style, we should pay close attention to the boom and pay strategic attention to the low permeability track in the medium term. short-term focus on deterministic boom reversal varieties + strong and tough consumer goods expected in peak season and other clues. Key industries: energy storage, photovoltaic, wind power, automotive intelligent accessories, AR/VR. Medical beauty, liquor, electricity, oil transportation, breeding, coal and so on.