一页纸精读行业比较数据：10月

Investment Chain - Real estate investment cumulative year-on-year growth rate has rebounded, while infrastructure investment cumulative year-on-year growth rate has also increased. As of September 2024, fixed asset investment cumulative year-on-year growth rate remained at 3.40%, with real estate development investment cumulative year-on-year decline rising to -10.10%. Manufacturing fixed asset investment cumulative year-on-year growth rate increased to 9.20%, and infrastructure construction investment cumulative year-on-year growth rate rose to 9.26% [5][6] - Since October, prices for copper, lead, tin, and nickel have decreased, while prices for aluminum, zinc, gold, and silver have increased. The price of thermal coal slightly rose to 715 RMB/ton, and coking coal prices have also increased. Steel prices have risen since October, while prices for light and heavy soda ash have decreased. The average price of ordinary cement has increased, and sales of large and medium-sized buses and light-duty trucks have shown a year-on-year growth [5][6] Consumption Chain - In September 2024, the nominal year-on-year growth rate of social consumption expenditure increased to 3.20%, and the cumulative year-on-year growth rate of commercial housing sales area saw a narrowing decline, rising to -17.12%. The year-on-year growth rate of home appliance retail sales increased to 24.94% [6][7] - However, tourism revenue in Beijing in August saw a year-on-year decline of -10.80%, and tourism revenue in Hainan in March decreased by 20.03%. Prices for antibiotics such as amoxicillin and cephalosporins remained unchanged, while prices for Vitamin A and E have decreased, and Vitamin C prices have increased since October [6][7] Export Chain - In September 2024, the year-on-year growth rate of exports to the United States, ASEAN, EU, and Japan decreased. Cumulative year-on-year growth rates for exports of agricultural products, toys, furniture, lighting, refined oil, coke, plastics, and auto parts have declined, while the export value of steel, ships, and aluminum has increased. The export value of high-tech products and electromechanical products saw a year-on-year decline [7][8] - The OECD leading indicator for the United States rose to 100.09 in September. The China Container Freight Index (CCFI) decreased to 1405.22 on October 18, and the Baltic Dry Index (BDI) fell to 1480 on October 22. The year-on-year growth rate of electronic technology exports from China decreased to -1.17%, and the textile and apparel export value saw a year-on-year decline of -3.37% [7][8] Price Chain - In October 2024, oil prices increased, while pork prices decreased. The WTI crude oil price rose to 71.74 USD/barrel on October 22. The price of PVC futures increased to 5304 RMB/ton, and the spot price rose to 5328 RMB/ton. The price of pure MDI rose to 18500 RMB/ton, and the price of polymer MDI increased to 18600 RMB/ton [8] - Since October, prices for cotton and white sugar have decreased, while pork prices fell to 18.34 RMB/kg on October 16. The valuation of liquor has decreased compared to September 2024, with both the CSI 300 and all A-shares showing a slight decline in valuation. The USDA has lowered its global grain production forecast, with inventory-to-consumption ratios expected to remain stable, while inventory and consumption expectations have increased [8]