LBX(SH:603883) Sou Hu Cai Jing·2025-12-12 17:07Group 1 - The domestic economy is expected to remain in a deflationary cycle into 2025, with prices of various goods such as housing, vehicles, small appliances, electronic products, and pork experiencing declines, which will lower consumer spending costs significantly [1] - Starting from December, prices of four categories of goods are predicted to rise significantly, prompting consumers to prepare in advance [1] Group 2 - Winter agricultural product prices are experiencing an increase, particularly in vegetables, with prices for items like green vegetables rising from 2.5 yuan per jin to 4-5 yuan per jin, tomatoes from 4.5 yuan per jin to 6-7 yuan per jin, and spinach from 5-6 yuan per jin to 8-9 yuan per jin [4] - The increase in vegetable prices is attributed to higher production costs due to winter greenhouse farming and increased transportation costs as many vegetables must be sourced from distant southern regions [4] Group 3 - Heating costs are expected to rise by 5%-10% in northern cities as centralized heating begins in December, leading to additional expenses of 50-200 yuan for an average two-bedroom apartment [5][7] - The rise in heating costs is driven by peak demand during winter and increased energy prices, particularly coal [7] Group 4 - Prices for winter clothing and accessories such as coats, hats, scarves, and gloves are also expected to rise due to increased demand and higher production costs for materials like down and cotton [9] - The demand for winter clothing surges as the cold season arrives, leading to a supply-demand imbalance that drives prices up [9] Group 5 - Prices for beef and lamb are increasing, with lamb rising from 55 yuan per jin to 68 yuan per jin and beef from 45 yuan per jin to 56 yuan per jin [11] - The price increase is driven by higher consumer demand for these meats during winter, as well as increased purchases by restaurants and canteens for winter dishes [11]