关注物流业出口相关政策限制

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints of the Report - In the production industry, attention should be paid to the implementation of the "two new" policies. Shanghai has introduced a special action plan to boost consumption, including measures to promote the replacement of old consumer goods, support automobile and home appliance consumption, and offer subsidies for purchasing new digital products [1]. - In the service industry, attention should be paid to the export - related policy restrictions in the logistics industry. The EU plans to charge fees on small parcels entering the EU, most of which are from China [1]. - The prices of some upstream products are fluctuating. Egg prices are oscillating, aluminum prices are rising, while glass and rubber prices are falling in the short - term [2]. - In the mid - stream, the PTA and asphalt开工率 have increased, while the PX开工率 has decreased [3]. - In the downstream, the sales of commercial housing in first - and second - tier cities have seasonally declined to a near - three - year low, and the number of domestic flights has decreased cyclically [4]. - The credit spreads of the pharmaceutical and chemical industries have slightly declined recently [5]. 3. Summary by Related Catalogs 3.1 Upstream - Agriculture: Egg prices have been oscillating recently [2]. - Non - ferrous metals: Aluminum prices have been rising continuously [2]. - Black metals: Glass and rubber prices have declined in the short - term [2]. 3.2 Mid - stream - Chemical industry: The PTA开工率 has increased, while the PX开工率 has decreased recently [3]. - Infrastructure: The asphalt开工率 has been increasing continuously recently [3]. 3.3 Downstream - Real estate: The sales of commercial housing in first - and second - tier cities have seasonally declined and are at a near - three - year low [4]. - Service industry: The number of domestic flights has decreased cyclically [4]. 3.4 Market Pricing - The credit spreads of the pharmaceutical and chemical industries have slightly declined recently [5]. 3.5 Industry Credit Spreads - The credit spreads of multiple industries such as agriculture, forestry, animal husbandry and fishery, mining, and chemical industry have changed. For example, the credit spread of the agriculture, forestry, animal husbandry and fishery industry has decreased from 78.86 last week to 63.16 this week [52]. 3.6 Key Industry Price Indicators - The prices of various products in different industries have changed. For example, the spot price of PTA has increased by 1.48% to 4986.3 yuan/ton on May 21, while the spot price of WTI crude oil has decreased by 2.58% to 62.0 dollars/barrel [53].