摩根士丹利：中国原材料_ 需求追踪
摩根·2025-05-14 03:09
| | | | | | WoW | YoY | | | MoM | YoY | | --- | --- | --- | --- | --- | --- | --- | --- | | Building materials activity | | | | LGSB issuance (Rmb bn) | | | | | Weekly cement shipments | | | | May-25 175.3 | | | | | North China | 51% -3.3 ppts | | -5.0 ppts | YTD | 1340.9 | | 22% | | Central China | 50% -2.7 ppts | | -5.9 ppts | As of annual quota | 26.5% | | | | East China | 52% -2.0 ppts -11.0 ppts | | | | | | | | South China | 50% -7.1 ppts | | -2.9 ppts | Investment of new projects start (Rmb tn) | | | ...