Group 1: ECI Index Overview - The weekly ECI supply index is at 50.49%, down 0.03% from last week[21] - The weekly ECI demand index is at 49.91%, up 0.03% from last week[21] - The ECI investment index is at 50.01%, up 0.01% from last week[21] - The ECI consumption index is at 49.48%, up 0.03% from last week[21] - The ECI export index is at 50.45%, up 0.05% from last week[21] Group 2: Economic Trends - In November, the cumulative transaction area of commercial housing in 30 major cities reached 7.9397 million square meters, a year-on-year increase of 14.1%[23] - The government bond net financing scale reached 1.77 trillion yuan as of November 22, 2024[31] - The social financing scale growth and M1 growth are expected to benefit from increased fiscal spending[31] Group 3: Risks and Observations - There is a short-term "export rush" phenomenon observed[76] - The sustainability of real estate improvements remains to be seen[76] - The pace of policy implementation may be lower than market expectations[76]
宏观量化经济指数周报：“抢出口”效应在11月表现明显
Soochow Securities·2024-11-25 05:23