国内高频指标跟踪（2024年第47期）：二手房销售走强

Group 1: Real Estate and Housing Market - Second-hand housing sales have significantly increased, with a notable rise in sales due to tax incentives and the cancellation of housing standards, particularly in first-tier cities[20] - The average daily new housing transaction area in 30 major cities reached 445,000 square meters, with a year-on-year growth rate of 40.1%[20] - Land transaction area continued to rise, with a premium rate increasing to 6.41%, indicating a slight recovery in the land market[20] Group 2: Consumption Trends - Automotive consumption has weakened year-on-year, with retail and wholesale averages dropping to 1.4% and -5.9% respectively[14] - Non-durable goods consumption, particularly in textiles and clothing, showed a seasonal rebound, with transaction volume in China Textile City turning positive at 18.1%[14] - Service consumption, particularly in cinema attendance, declined by 20.6%, while amusement park attendance showed improvement[16] Group 3: Production and Inventory - Steel production remains weak, with a notable decline in wire rod output, while coking and blast furnace operating rates have shown slight improvements[27] - Coal consumption in coastal provinces has slightly increased, but the year-on-year decline has widened[27] - Steel inventory reduction has slowed, with current levels only slightly above those of 2019[27] Group 4: Price Movements - Food prices have shown a marginal increase, with pork prices rising by 16.4% year-on-year, while vegetable prices have also strengthened seasonally[41] - The PPI for construction materials has remained stable, with rebar prices increasing by 0.7%[41] Group 5: Liquidity and External Factors - The liquidity environment has tightened, with funding rates rising; R007 and DR007 reported at 1.84% and 1.66% respectively[44] - The US dollar index has slightly increased to 105.97, while the RMB has depreciated against the dollar, closing at 7.258[44]