策略专题：经济金融高频数据周报

Global Economy and Inflation - The Baltic Dry Index (BDI) reflects global economic conditions, with a recent average value of 1888 points, increasing by 43.40 points from the previous week [26][27] - The economic uncertainty index for the US decreased to 119.55 points, while the European index increased to 270.83 points, indicating mixed economic outlooks [28][30] - The CRB commodity price index averaged 290.16 points, down by 4.82 points, suggesting fluctuating inflation levels [31][32] Domestic Economy and Inflation - China's official manufacturing PMI fell to 49.5%, a decrease of 0.9 percentage points from the previous month, indicating a slowdown in economic momentum [54] - The average price of pork in China was 27.49 yuan per kilogram, up by 1.24 yuan, reflecting stable inflation trends [41][42] Industrial Production - The operating rate of blast furnaces was 82.07%, showing a slight increase of 0.59 percentage points, indicating stable industrial activity [48][49] - The operating rate for rebar steel mills was 42.31%, up by 1.01 percentage points, reflecting ongoing demand in construction [67] Consumption - Essential goods consumption remains stable, with the Keqiao textile price index at 105.19 points, up by 0.61 points [5][98] - Optional goods consumption is weakening, as the average daily sales of passenger cars decreased to 35,200 units, down by 116,200 units from the previous week [80][81] Investment - Real estate investment is showing signs of weakness, with the average daily transaction area for residential properties in 30 major cities at 247,300 square meters, down by 79,900 square meters [82] - Infrastructure investment is strengthening, with excavator sales reaching 8,518 units, an increase of 1,926 units year-on-year [103] Exports - The export container freight index was reported at 1733.47 points, indicating stable growth in exports [7][110] - The foreign trade cargo throughput at major Chinese ports was 44,722.19 million tons, an increase of 3,322 million tons year-on-year [7] Emerging Industries - The semiconductor index has risen, with the Philadelphia Semiconductor Index averaging 5489.88 points, up by 248.85 points [8] - The photovoltaic index has decreased, with the SPI at 14.07 points, down by 0.20 points [8]