专用机械出口链月度跟踪：10月主要消费出口链同比增长；重视制造出海公司

Investment Rating - The report does not explicitly state an investment rating for the industry [2] Core Insights - The USD appreciated slightly against the RMB, while the EUR depreciated. Sea freight rates for Europe, East and West US, and Southeast Asia routes increased significantly [2][25] - The comprehensive index of China's export container freight index (CCFI) was 1388.22, up 64.53% year-on-year and 1.51% month-on-month [2][25] - The digital printing industry is rapidly developing, with a significant increase in equipment and production output from 2015 to 2023 [27][28] Summary by Sections Exchange Rates and Freight Rates - As of November 13, 2024, the USD/RMB spot rate was 7.23, up 0.84% from November 6, while the EUR/RMB rate was 7.67, down 0.35% [2][25] - In the second week of November 2024, the CCFI comprehensive index was 1388.22, with notable increases in various routes: Europe route at 1847.16 (up 93.91% YoY), East US route at 1225.10 (up 48.53% YoY), West US route at 1227.36 (up 69.87% YoY), and Southeast Asia route at 1005.39 (up 56.52% YoY) [2][25] Macro Data - In October, the US inflation rate was 0.2% month-on-month, with a year-on-year CPI increase of 2.6%. The Eurozone CPI growth was 2% YoY, up from 1.7% [3][26] - Turkey's CPI in October was 48.58% YoY, while Southeast Asian countries showed varied inflation rates [4][26] Key Industry Updates - The digital printing industry in China has seen a rise in equipment to about 50,000 units, with a significant annual growth rate in production output from 2015 to 2023 [27][28] - The processing fees for digital transfer printing are lower than traditional printing, leading to a high substitution rate [27][28] Investment Recommendations - The report suggests continued attention to specific companies such as Hangzhou Honghua Digital Technology Stock, Hangzhou GreatStar Industrial, Yindu Kitchen Equipment, and Zhejiang Taotao Vehicles [28]