行业景气观察：五一出行需求持续增长 3月全球半导体销额同比增幅扩大

招商证券股份有...2025-05-08

本周景气度改善的方向主要在消费服务和信息技术领域。上游资源品中，化工品、金属价格多数下跌；中游制造领域， 4 月重卡销量同比转正，3 月太阳能发电装机容量累计同比增幅扩大。信息技术中，DDR4 价格上行，3 月全球半导体销售额同比增幅扩大。消费服务领域，中药材、猪肉、肉鸡苗价格上行。五一假期期间居民出行意愿处在高位，商品和文旅消费持续活跃。推荐景气较高或有改善的化学制药、白色家电、旅游及景区、...

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