中国经济高频观察(2024年12月第2周)工业生产同比恢复
Ping An Securities·2024-12-15 13:34

Economic Recovery - China's industrial production shows recovery with a year-on-year increase[3] - Construction site funding availability rate reached 65.42%, up 0.16 percentage points week-on-week[3] - Daily average new home transaction area in 61 sample cities increased by 20.2% year-on-year, but down 7.6 percentage points from the previous week[3] Consumer Behavior - Retail sales of home appliances increased by 44.1% year-on-year, indicating a rebound[3] - Passenger car market retail sales grew by 32% from December 1-8[3] - Daily average box office revenue was approximately 54.52 million yuan, down 33.9% year-on-year[3] Transportation and Logistics - Truck freight flow index increased week-on-week, with a year-on-year growth of 6.2%[3] - International cargo flight frequency increased by 33.1% year-on-year, remaining stable compared to previous values[3] - Port cargo throughput growth rate was approximately 4.3%, down 1.8 percentage points from previous values[3] Risks - Potential risks include insufficient growth policies, unexpected severity of overseas economic recession, and escalation of geopolitical conflicts[3]

中国经济高频观察(2024年12月第2周)工业生产同比恢复 - Reportify