Business strategy: During the Spring Festival, the flow of personnel may reach record highs, and metal prices are generally rising.

The commercial strategy research report points out that the direction of improvement in business climate this week is mainly in the information technology, some resource industries, and the midstream manufacturing sectors. In the upstream resource industries, metal, crude oil, and most chemical products prices have risen; in the midstream manufacturing sector, prices in the new energy industry chain have mostly increased, with the year-on-year sales volume growth of major companies in January such as loaders and forklifts expanding. In the information technology sector, memory prices continue to rise, and the year-on-year revenue growth of MLCC Taiwan stocks in January has expanded. In the consumer services sector, the utilization rate of civil aviation aircraft has significantly improved year-on-year. During the 2026 Spring Festival holiday period, domestic travel consumption has rebounded, and goods and cultural tourism consumption remain highlights. It is recommended to invest in sectors with relatively high or improving business conditions such as non-ferrous metals, petroleum and petrochemicals, basic chemical industry, lithium mining, engineering machinery, aviation transportation, railway and highway, and semiconductors.