高频数据跟踪：BDI持续快速下行，物价整体边际改善

Production Insights - The production of rebar steel increased by 70,800 tons, with the inventory rising by 119,200 tons[10] - The operating rate of high furnaces rose by 0.46 percentage points, while the operating rate of coke ovens decreased by 0.28 percentage points[10] - The operating rate of PX in the chemical sector increased by 2.1 percentage points, while PTA remained stable[10] Demand Trends - The transaction area of commercial housing in 30 major cities decreased by 527,900 square meters, indicating a significant year-on-year decline[14] - The SCFI index rebounded by 5.97%, while the CCFI index continued to decline by 2.76%[18] - The BDI index fell sharply by 10.53%, reaching its lowest level since February of this year[18] Price Movements - Brent crude oil prices rose by 4.09% to $76.05 per barrel, marking an increase of $2.99 per barrel[21] - The prices of major agricultural products continued to decline, with pork, eggs, vegetables, and fruits decreasing by 1.63%, 0.19%, 5.01%, and 2.95% respectively[24] - Domestic rebar futures prices increased by 1.20%, while LME copper prices fell by 0.61%[22] Logistics and Transportation - Domestic flight volumes stabilized with a 0.44% increase in the average number of flights executed over the past week[29] - The index for truck freight flow increased by 2.04%, indicating a positive trend in logistics[30] Risk Factors - There is a risk that policy effects may fall short of expectations, and liquidity may tighten more than anticipated[32]