Last week, film and television audio and video, Internet services, and application software ranked among the top three in the industry; information technology consulting and other services, advertising, environmental services, medical equipment, cable and satellite TV, and radio services continued to rank among the top; system software rankings Rising, it became the only newcomer to the top ten in the weekly industry.

The software industry ranks first. Last week, application software and system software ranked 3rd and 10th respectively. On August 5, 2013, the Ministry of Housing and Urban-Rural Development issued the second batch of pilot cities for smart cities, including 103 cities including the Beijing Economic and Technological Development Zone. Among them, there are 83 cities and districts, and 20 counties and towns. Considering that the pilot area expanded by 9 cities in 2012, a total of 112 pilot cities, the number of pilot cities far exceeded market expectations. Chen Meifeng, an analyst at Haitong Securities, said that considering that most of the 112 cities are second- and third-tier cities or specific administrative districts in first-tier cities, assuming that the average investment scale of each project is equivalent to that of third-tier cities, the smart city investment is equivalent (ie, 1 billion). The smart city investment scale driven by the pilot cities is over 110 billion. Specific investment suggestions, focusing on the general contract and urban public information platform platform, recommend Neusoft Group, Huaping, Jebsen, and Wanda Information and Taiji. The sub-module investment focuses on the New World in the field of food safety, digital politics in the field of digital urban management, Yihualu in the field of intelligent transportation, Weining software in the field of smart medical care, wave information in the field of infrastructure localization, and Chinese software.

Last week, the ranking of furniture and decoration rose sharply by 17th, ranking the 54th in the industry. After the industry's sales in 2012, the furniture sales gradually recovered in 2013. 2012 is the biggest pressure for the furniture industry. With the regulation of real estate, sales of wooden furniture and flooring companies have fallen by about 20%. Shen Wanchen, an analyst at Shenwan, said that with the recovery of real estate sales in the fourth quarter of 2012, the furniture industry lags behind in 2013, and the business ushered in Xiaoyangchun. The sales growth of the furniture industry in 2013 is expected to be between 20% and 30%. From the perspective of rapid growth of categories, it is recommended to buy Sofia, the only standard for custom wardrobes. The EPS for 2013-14 is expected to be 0.51 yuan and 0.69 yuan respectively. From the perspective of the overall recovery of furniture sales, it is recommended to increase the EPS of 2013-2014 to 0.23 yuan and 0.30 yuan respectively, Xilinmen (EPS of 0.40 yuan and 0.51 yuan for 2013-2014), Yihua Wood Industry (2013- The EPS in 2014 was 0.35 yuan and 0.44 yuan respectively.

The beer rankings continued to climb in a month, ranking 40th last week, up 4 from the previous week and up 14 from a month ago. The high temperature in the south promotes beer sales. Beer production rebounded in June. From January to May, beer revenue increased by 8.7%, total profit increased by 35.7% year-on-year, and the cumulative growth rate of profits continued to rise month by month. Dongguan Securities Huang Fan said that beer is affected by the increase in high-temperature weather consumption and the decline in barley and packaging costs. It is expected that production and sales will increase sharply in July and August, and revenue and profit growth will continue to rise. August is optimistic about the performance of the beer industry, recommend Tsingtao Beer, Yanjing Beer.

Steel ranks low, ranking 87th last week, unchanged from the previous week. The nationwide high temperature weather has affected the outdoor construction, and the steel procurement intensity of the construction site has declined to some extent, which has created short-term pressure on market sales and prices. Qi Lu Securities analyst Yan Hui said that low inventory hedge demand in the off-season. In the past two weeks, the operating rate of steel mills has not declined. Therefore, from the microscopic point of view, the current daily output of crude steel should not be lower than 2.13 million tons in mid-July. Under this steel production level, social stocks are still falling. It can be inferred that although the high temperature weather has an impact on demand, the absolute demand intensity in the off-season is still very impressive. Given the current high temperatures, there is limited room for August demand to continue to decline on a current basis. As long as demand can still be maintained at current levels, the continued decline in social inventories will support prices, market confidence and stability and expectations for the peak season in September are expected to trigger the re-expansion of intermediate demand, steel mill orders may rise again, corporate profits And product price formation support.

Industries that have continued to rise in the past month include: system software, household goods, beer, and wine; falling industries include: aerospace and defense, metals and glass containers, and integrated financial services.

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