国内高频指标跟踪（2024年第45期）：汽车消费：热度仍高

Consumption - Durable goods consumption remains strong, with car retail sales maintaining a high year-on-year growth rate[2] - Non-durable goods consumption, such as textiles and light industry, shows a decline, with textile market transactions falling from -10.1% to -16.6% year-on-year[18] - Service consumption sees a marginal increase in movie attendance, with year-on-year growth rising from -20.6% to 16.8%[20] Investment - Real estate sales show marginal improvement, with a year-on-year growth of 11.2% in new home sales across 30 major cities[24] - Infrastructure investment faces limited new funding, with cumulative special bond issuance reaching 3.98 trillion yuan by November 23[24] Production - Steel production weakens, with steel social inventory destocking slowing down[2] - Coal and petrochemical industries remain stable, with coal inventory exceeding seasonal levels[2] Exports - Export data shows potential improvement, with South Korea's export value increasing by 5.8% year-on-year in the first 20 days of November[28] - Port data indicates a possible recovery in exports, though year-on-year comparisons may still show a decline due to high base effects[2] Prices - CPI food prices continue to decline, with vegetable prices falling by 2.7% month-on-month[42] - PPI is dragged down by agricultural product prices, with the Nanyang price index dropping by 0.1% month-on-month[42] Liquidity - The dollar index continues to rise, reaching 107.49, while the RMB weakens, with the USD/CNY exchange rate at 7.245[44]