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实体经济图谱2024年第41期:地产继续改善
CAITONG SECURITIES·2024-11-10 06:23

Real Estate - In the first seven days of November, new home sales in 42 cities saw a narrowing decline of 9.2%, while second-hand home sales growth increased to 33% in 19 cities[6] - The average price of second-hand homes decreased across all city tiers, with first-tier cities dropping to -0.8% and second and third-tier cities expanding their declines to -0.4%[6] - The inventory-to-sales ratio for new homes in the top ten cities decreased to 57.2 weeks, indicating potential inventory reduction in the real estate market[7] Automotive - In October, retail and wholesale sales of passenger vehicles increased by 16% and 13% respectively, driven by the "old-for-new" vehicle replacement policy[8] - The inventory warning index for automobiles fell to 50.5% in October, suggesting improved market conditions[9] Manufacturing - In October, excavator sales rose by 15.1% year-on-year, with operating hours for Komatsu excavators increasing to 105.3 hours[28] - The operating rate for major industries such as steel and cement showed signs of recovery, with cement prices continuing to rise[39] Agriculture - The agricultural product wholesale price index continued to decline, with pork prices dropping by 1.1% and vegetable prices decreasing by 3.5%[13] - The average wholesale price of fruits increased slightly by 0.3%, indicating mixed trends in agricultural pricing[14] Entertainment - Last week, box office revenue fell to 480 million yuan, with a year-on-year growth of 18.5%, while the number of moviegoers decreased to approximately 12.12 million, reflecting a cooling market[20]