Investment Chain - Real estate investment cumulative year-on-year growth rate has rebounded to -9.80% as of February 2025, while fixed asset investment cumulative year-on-year growth rate has increased to 4.10% [7] - Infrastructure construction investment cumulative year-on-year growth rate has risen to 9.95%, while manufacturing fixed asset investment cumulative year-on-year growth rate has decreased to 9.00% [7] - Prices of copper, lead, tin, nickel, zinc, gold, and silver have increased since March 2025, while aluminum prices have decreased [7] Consumption Chain - The nominal year-on-year growth rate of social consumption has increased to 4.00% in February 2025, with cumulative nominal year-on-year growth also at 4.00% [8] - Automobile sales have seen a year-on-year growth rate rebound to 34.42% in February 2025 [8] - Retail sales of home appliances have increased by 46.67% year-on-year in December 2024 [8] Export Chain - The year-on-year growth rate of exports to ASEAN has increased, while exports to the US, EU, and Japan have decreased [9] - Cumulative year-on-year growth rates for agricultural products, refined oil, coal, steel, and aluminum have risen, while exports of furniture, toys, and automotive parts have declined [9] - The electronic export amount has increased by 7.75% year-on-year in February 2025 [9] Price Chain - Oil prices have decreased, with WTI falling to $69.00 per barrel as of March 25, 2025 [10] - Prices for PVC and MDI have also seen declines, with PVC futures at 5084 yuan/ton and pure MDI at 18000 yuan/ton [10] - Pork prices have dropped to 15.19 yuan/kg as of March 19, 2025, while white sugar prices have increased [10]
一页纸精读行业比较数据:3月
Haitong Securities·2025-03-28 00:12