Production Observations - Major steel product inventories increased by 1.90% to 7.812 million tons compared to last week[10] - National steel enterprises' blast furnace operating rate decreased by 0.3 percentage points to 75.5%[10] - Qinhuangdao coal inventory rose by 5.74% to 682,000 tons[13] Demand Observations - The transaction area of commercial housing in 30 major cities decreased by 49.34% to 1.683 million square meters[21] - Prices of rebar, hot-rolled coils, and cement futures declined, with rebar prices down 1.44% to 3,437.8 yuan/ton[24] - The CCFI composite index increased by 0.85% to 1,560.9 points, while the SCFI composite index fell by 8.56% to 2,290.7 points[36] Inflation Observations - The wholesale price index for agricultural products rose by 0.26% to 122.3 points[44] - Average wholesale price of pork increased by 1.54% to 22.7 yuan/kg[44] - Brent crude oil prices rose by 3.66% to $78.2 per barrel[43] Risk Factors - Policy uncertainty regarding monetary and fiscal policies may lead to unexpected changes[60] - Fundamental changes in the economy may exceed expectations[60]
高频数据跟踪周报:水泥价格环周回落
Minsheng Securities·2025-01-14 02:30