4月高频数据跟踪

Production Side - As of the fourth week of April, the blast furnace operating rate was 84.35%, up 0.92 percentage points from the previous week, higher than last year's average[11] - The rebar operating rate increased to 41.98%, up 0.84 percentage points, also above last year's average[11] - The operating rate for electric furnaces was 64.10%, down 0.99 percentage points but still higher than last year's average[11] - Major industrial product inventories have decreased, with rebar inventory down 3.33% to 197.38 million tons[27] Demand Side - The sales area of commercial housing in 30 cities reached 172.39 million square meters, a 15.71% increase from the previous week, but still lower than last year's average[53] - The land transaction area was 11.33 million square meters, up 17.86% from the previous week, but below last year's average[53] - The average price of cement was 388.67 yuan/ton, down 0.93% from the previous week, slightly lower than last year's average[63] Price Trends - The PPI for copper was 76,822 yuan/ton, up 2.39% from the previous week, higher than last year's average[85] - The PPI for rebar was 3,466 yuan/ton, up 0.17% from the previous week, but lower than last year's average[85] - The CPI for agricultural products showed a decline in wholesale prices for pork, vegetables, and fruits, while beef and mutton prices increased[84]