6.18 前置带动家电销售

Group 1: US Treasury Yield Trends - US Treasury yields have significantly increased since May, with the 1-year yield rising by 30 basis points to 4.15%[5] - The 5-year yield increased by 36 basis points to 4.08%, while the 10-year yield rose by 34 basis points to 4.51%[5] - The 30-year yield surged by 38 basis points to 5.04%, reaching a year-to-date high of 5.08% on May 21[5] Group 2: South Korea's Export Performance - South Korea's exports showed a notable divergence in the first 20 days of May, with a year-on-year decline improving from -5.3% in April to -2.4%[8] - Exports to China, the US, and the EU saw declines, with rates of -7.2%, -14.6%, and -2.7% respectively[8] - Semiconductor exports increased from 10.7% to 17.3%, while other sectors like steel and home appliances faced declines[8] Group 3: Shipping Volume Trends - The import container throughput at the Port of Los Angeles increased by 55.9% year-on-year in the third week of May, with a 21.6% week-on-week rise[10] - The number of vessel calls at the port rose to 21, maintaining an upward trend[10] - Shipping rates from Shanghai to US West and East Coast ports increased by 6.0% and 5.3% respectively[10] Group 4: Online Appliance Sales Growth - Online sales of eight categories of furniture reached 7.16 billion yuan, up from 3.73 billion yuan, marking a year-on-year growth of over 200%[13] - Offline sales decreased by 34%, indicating a shift towards online purchasing[13] - The rapid growth in online sales is attributed to pre-sales for the 618 shopping festival, which began earlier than the previous year[14] Group 5: Economic Growth Indicators - High-frequency data suggests that May's GDP growth rate may stabilize around 5.4%[17] - Car sales and resident travel numbers remained high, supporting service sector production[17] - April's economic data laid a solid foundation for a resilient growth outlook in May[17]