策略专题：经济金融高频数据周报（07.29-08.02）

Economic Overview - The Baltic Dry Index (BDI) decreased to 1722 points, down 132.20 points from the previous week, indicating a slowdown in global economic activity[21] - The CRB Commodity Price Index fell to 274.30 points, a decrease of 5.77 points, reflecting declining inflation levels globally[24] Domestic Economic Indicators - China's official manufacturing PMI stood at 49.4%, down 0.1 percentage points from the previous month, indicating contraction in the manufacturing sector[30] - The average price of pork in China increased to 29.63 yuan/kg, up 0.36 yuan/kg, suggesting a stabilization in domestic inflation[36] Investment Trends - Real estate sales in 30 major cities averaged 26.26 million square meters per week, an increase of 2.34 million square meters, indicating a recovery in the real estate market[60] - Excavator sales in June reached 7661 units, up 1563 units year-on-year, reflecting strong infrastructure investment[63] Industrial Production - The operating rate of blast furnaces was 81.26%, down 1.05 percentage points from the previous week, indicating a decline in industrial activity[44] - The operating rate for rebar steel mills was 39.32%, a decrease of 2.64 percentage points, further highlighting the slowdown in production[44] Consumer Behavior - The average daily sales of passenger cars were 73,400 units, an increase of 1,720 units from the previous week, indicating stable consumer demand for durable goods[59] - The weekly average subway ridership in Beijing was 10.35 million, up 0.0953 million, while Shanghai saw a decrease of 0.0395 million, reflecting mixed trends in public transport usage[52]