Recently, Pan Xiangdong, chief economist of New Era Securities, said that if the new crown pneumonia epidemic does not have a second impact in the second half of the year, the economy will continue to recover in the second half of the year. At present, the retail sales of commodities above the investment quota for infrastructure and real estate are close to the growth rate before the epidemic; the retail sales of commodities below the manufacturing investment quota are still far from before the epidemic and are expected to be further repaired in the future. The biggest challenges in the future are mainly in two aspects. The first is that the overseas epidemic is still spreading and may worsen, which will challenge external demand; the second is that the friction between China and the United States is still continuing, which will affect the global industry. The chain makes an impact. The future development opportunities for the industry are also two aspects. The first is the high-tech field. The domestic substitution of 5G, semiconductors, chips and other fields is expected to accelerate; the second is medical informatization. (Reporter Chen Haoxing edited Guo Shihao)

Editor in charge: [Li Ji]