高频数据观察：钢材持续去库存

Group 1: Automotive Industry - Passenger car wholesale average daily sales reached 71,136 units as of September 15, an increase of 53.81% week-on-week, but a year-on-year decline of 9.99% [7] - Retail average daily sales of passenger cars were 62,881 units, up 29.72% week-on-week, with a year-on-year decline of 4.80% [7] Group 2: Steel Industry - Overall steel inventory showed a decline, with rebar and hot-rolled coil inventories decreasing by 8.06% and 2.14% week-on-week, respectively, while wire rod inventory increased by 5.39% [8] - National blast furnace operating rate increased by 0.60 percentage points week-on-week, with a year-on-year increase of 2.84 percentage points [4][6] - Tangshan blast furnace operating rate rose by 0.78 percentage points week-on-week, with a year-on-year increase of 4.13 percentage points [4][6] Group 3: Real Estate Market - The total sales area of commercial housing in 30 major cities increased by 13.12% week-on-week as of September 23, with second and third-tier cities seeing increases of 29.49% and 12.01%, respectively [6][10] - Land transaction area in 100 major cities decreased by 56.48% week-on-week, with significant declines across first, second, and third-tier cities [6][10] - The average land transaction premium rate across 100 major cities was approximately 2.22%, down 1.65 percentage points from the previous week [6][10] Group 4: Import and Export Performance - Export data showed a downward trend, with the China export container freight index decreasing by 4.19% week-on-week [9] - Import data showed an upward trend, with the Baltic Dry Index (BDI) increasing by 4.60% week-on-week and the China Import Dry Bulk Freight Index (CDFI) rising by 2.09% [9] Group 5: Price Trends - Food prices overall declined, with significant decreases in pork, beef, eggs, and various fruits, while some vegetables saw slight increases [14] - Commodity prices generally increased, with Brent crude oil futures rising by 1.58% week-on-week and WTI crude oil futures up by 0.40% [15][16] - The industrial product prices showed mixed trends, with some indices increasing while others, like aluminum and rebar, saw slight declines [16]