高频｜一线城市二手房回暖，猪肉价格小幅上行

Group 1: Real Estate Sales - The real estate market in first and second-tier cities shows signs of marginal recovery, with new home sales experiencing a year-on-year decline that has narrowed to 3.58% [5][10] - In first-tier cities, the year-on-year decline in new home sales has significantly narrowed to 3.66%, while second-tier cities have seen a positive year-on-year change [5][19] - Second-hand home sales in major cities have generally increased compared to the previous period and last year, with notable growth in most cities [19] Group 2: Investment and Commodity Prices - Commodity prices are generally on a downward trend, with slight decreases in rebar and cement prices, while glass futures prices have seen a small increase [23][49] - The price index for asphalt has decreased, indicating ongoing weak market demand [23] Group 3: Production and Operating Rates - The operating rates for various industries, including steel mills and asphalt production, have generally increased, indicating a positive trend in production activity [34] - The operating rate for oil asphalt has seen a significant increase from 28.1% to 34.9% [3] Group 4: Consumer Activity - Consumer activity shows strong momentum, with subway ridership exceeding seasonal expectations, while automotive consumption and domestic flight operations align with seasonal trends [39] Group 5: Export Trends - The SCFI index has declined, indicating a decrease in container shipping rates, while the BDI index has increased, suggesting a rise in dry bulk shipping rates [43] Group 6: Price Trends - Pork prices have seen a slight increase, while vegetable prices have decreased, and oil prices have risen, reflecting mixed trends in consumer prices [49]