Business Strategy: Manufacturing PMI increased month-on-month in November, with most chemical prices rising.

The marketing strategy research report pointed out that this week, the direction of improvement in business sentiment is mainly in the areas of natural resources, consumer services, and information technology. In the upstream natural resources sector, the prices of industrial metals and precious metals are generally rising; in the midstream manufacturing sector, prices in the new energy industry chain are mostly rising, and the three-month rolling year-on-year growth rate of heavy truck sales narrowed in November. In information technology, memory prices continue to rise, and the three-month rolling year-on-year growth rate of North American PCB shipments and orders expanded in October. In the consumer services sector, box office revenue is on the rise, and the prices of traditional Chinese medicine materials are rising. The improvement in the manufacturing PMI in October, the month-on-month increase in the construction industry, and the service industry entering the contraction zone for the first time in 24 years. Recommended sectors with relatively high or improving business sentiment include non-ferrous metals, steel, chemicals, batteries, traditional Chinese medicine, film and television, semiconductors, etc.