Low growth over the next year supply, demand from quarter by quarter rebound, industry basic balance between supply and demand. Production rose 8% in May, and business inventories not downstream demand growth industry recovered quickly, at the same time, April 1 - fixed assets investment growth of only 11%, growth fell by 20%, and the state environmental protection standards of ascension will repair on the capacity of memory, as a result, we judge the balance of supply and demand has entered into a weak industry, under the premise of basic no capacity in the future growth, industry present situation of supply and demand situation is expected to maintain.

 

     ", quantity, price "three cycles suggest that corporate profit sustained rebound in the second half. We think the enterprise in the second half of the profit will continue to improve, as companies 2 ?