Wednesday Sentiment Heat:

English summary

①Dairy - Institutions say recently multiple places saw raw milk prices rise, meat-milk resonance drives raw milk cycle improvement, beneficial to leading liquid milk competitive landscape improvement. (Yiming Food, Sunshine Dairy, Tianrun Dairy, Liziyuan, Junyao Health, etc.) ②AI Applications - Recently, major model manufacturers such as Meta, OpenAI, Tencent all released new versions of AI application platforms. (Chuanzhi Education, Topsec, Quantong Education, Huanrui Century, Offcn Education, etc.) ③Broad Consumption - Ministry of Commerce says Jan-Jun national online physical goods retail sales grew 4.8%, tourism and catering online sales grew 27.2% and 13.9% respectively. (Huatian Hotel, Dongbai Group, Nanqiao Food, Guoguang Chain, Bestore, etc.) ④Lithium Battery - Institutions say August China lithium battery production schedule expected +7.4% MoM; August China energy storage cell production schedule expected net increase ~10GWh MoM. (Furong Shares, Shengyang Shares, BAIC BluePark, Jinlongyu, Lingpaitech, etc.)