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 1988.8 points, an increase of 22.20 points from the previous week, indicating a rising economic activity [47][23]. - The CRB Commodity Price Index averaged 291.98 points, decreasing by 2.36 points from the previous week, suggesting fluctuations in commodity prices that may impact inflation trends [49][27]. - Brent crude oil prices averaged $85.81 per barrel, up by $0.69 from the previous week, indicating potential inflationary pressures due to rising energy costs [50][29]. Domestic Economy and Inflation - China's official manufacturing PMI for June 2024 is 49.5%, unchanged from the previous month, indicating a stable economic growth momentum [53]. - The average price of pork in China increased to 28.74 yuan per kilogram, up by 0.32 yuan from the previous week, which may influence consumer price index (CPI) trends [59][70]. - The OECD Composite Leading Indicator for China increased to 100.6284 points, reflecting a slight improvement in economic outlook [34]. Industrial Production - The national high furnace operating rate was reported at 83.13%, an increase of 0.30 percentage points from the previous week, indicating stable industrial activity [64]. - The operating rate for rebar steel mills rose to 44.94%, up by 1.65 percentage points, suggesting a recovery in the construction sector [86]. Investment Trends - Real estate investment is showing signs of strength, with a weekly average transaction area of 55.16 million square meters in 30 major cities, an increase of 21.91 million square meters from the previous week [118]. - Infrastructure investment is also on the rise, with excavator sales in May 2024 reaching 8518 units, an increase of 1926 units year-on-year, indicating robust construction activity [106]. Consumer Trends - Essential consumer goods remain stable, with the textile price index in Keqiao increasing to 105.16 points, up by 0.31 points from the previous week, reflecting steady demand in the textile sector [13][100]. - The average daily sales of passenger cars reached 78,600 units, an increase of 34,200 units from the previous week, indicating a rebound in consumer spending on durable goods [141]. Emerging Industries - The Philadelphia Semiconductor Index decreased to 5436.97 points, down by 213.47 points, indicating a decline in the semiconductor sector's performance [130]. - The DXI Index, which reflects the market conditions for DRAM, increased to 35130.13 points, up by 1406.72 points, suggesting a mixed outlook for the semiconductor market [131].