行业信息跟踪：12月挖掘机销量预期向好，明年1月家电排产同比走弱

Group 1 - The report highlights the performance of various sectors over the past week, with banking leading at +3.9%, followed by oil and petrochemicals at +2.5% [4][57] - The report indicates that the traditional consumption sector has outperformed the A-share market by 3.3 percentage points in December, with a year-to-date increase of 14.9% [57] - The real estate sector shows signs of recovery, with a notable increase in transaction volume in first-tier cities, while second-hand housing transactions have improved due to price adjustments [14][49] Group 2 - The report notes a decline in the funding availability rate for construction projects, with a current rate of 65.71%, indicating a slowdown in project progress as the year-end approaches [49] - The automotive market remains robust, with retail sales of passenger vehicles reaching 1.692 million units in December, a year-on-year increase of 25% [53] - The report mentions a decrease in cement prices and output due to seasonal demand weakness, with a cement price index of 130.50, reflecting a week-on-week decline of 0.8% [22][49] Group 3 - The machinery sector is expected to see positive sales trends, with December excavator sales projected to reach 18,500 units, a year-on-year increase of 11% [26] - The gaming industry has seen a surge in approvals for new titles, with 122 domestic games and 13 imported games receiving licenses in December, marking the highest monthly issuance this year [27] - The home appliance sector anticipates a decline in production for January 2025, with a total production of 32.22 million units across major appliances, reflecting a year-on-year decrease of 4.3% [27]