高频数据跟踪（2024年8月第4周）：钢材去库加快

Production Insights - The average daily coal consumption of the six major power generation groups was 933,000 tons on August 27, a decrease of 0.6% from August 20[14] - The national blast furnace operating rate was 77.5% on August 23, down 1.4 percentage points from August 16[20] - The national freight flow index increased by 2.8% compared to the week of August 20, with significant increases in Guangdong (3.8%) and Beijing (2.9%)[25] Demand Insights - The average daily sales area of commercial housing in 30 major cities from August 1-27 was 222,000 square meters, a decrease of 9.9% from July and 20.4% year-on-year[27] - The retail sales of passenger cars in August showed a year-on-year growth of 5%, but the wholesale volume decreased by 2%[3] - Steel prices rebounded on August 27, with rebar prices increasing by 2.8% compared to August 20[3] Market Trends - The inventory of five major steel products decreased to 11.941 million tons on August 23, down 410,000 tons from August 16, indicating a faster destocking process[4] - Cement prices fell by 1.4% nationwide on August 27, with the East China region seeing a decline of 2.3%[4] - The glass futures price dropped to 1,256.0 yuan/ton on August 27, down 2.4% from August 20, reflecting a continued downward trend[4]