宏观经济高频数据统计周报-20250319

Investment Rating - The report does not provide a specific investment rating for the industry [1]. Core Insights - The macroeconomic high-frequency data indicates a mixed performance across various sectors, with production rates showing divergence compared to the same period last year [11]. - Consumer spending has seen a significant boost during the Spring Festival, with box office revenues reaching new highs and passenger car sales remaining at elevated levels [17]. - The real estate market is experiencing a post-holiday recovery, with increased transaction volumes in both new and second-hand housing [21][22]. - Recent data shows a decline in domestic and international shipping rates, indicating a weakening trend in import and export activities [27]. - Price indices for agricultural products and pork continue to decline, reflecting ongoing deflationary pressures in these sectors [31]. Summary by Sections Production - The production sector shows varied performance, with the operating rates for different industries fluctuating significantly compared to last year [11]. Consumption - The film box office revenue for the week reached 646 million yuan, down from 710.5 million yuan, indicating a decrease of 64.5 million yuan [7]. - Daily average sales of passenger cars (retail) were reported at 75,966.2 units, down from 77,605.85 units, a decrease of 1,639.65 units [7]. Real Estate and Infrastructure - The transaction area for commercial housing in 30 major cities reached 115.41 million square meters, up 49.7% from the previous week [7]. - The transaction area for second-hand housing in major cities increased significantly, indicating a resurgence in market activity [21]. Import and Export - The Shanghai Export Container Freight Index (SCFI) decreased to 1,758.82, down 137.83 from the previous value [8]. - The Baltic Dry Index (BDI) fell to 792, a decrease of 23 from the previous week [8]. Price Inflation - The wholesale price index for agricultural products dropped to 121.94, down 2.62 from the previous week [8]. - The average wholesale price of pork decreased to 21.78 yuan per kilogram, down 1.03 yuan [8]. Transportation - The subway passenger volume in Beijing increased to 784.63 million, up 200.28 million from the previous week [8]. - The number of domestic flights (excluding Hong Kong, Macau, and Taiwan) decreased to 14,019.71, down 581.14 from the previous week [8].