Workflow
经济周周看:本周经济景气度延续平稳,消费出口韧性强
ZHESHANG SECURITIES·2025-06-02 00:35

Economic Overview - The GDP weekly high-frequency prosperity index as of May 31 is 5.7%, remaining stable compared to the previous week's revised value of 5.7%, indicating relative economic stability[1] - The service and industrial high-frequency indicators are generally stable compared to last week[1] Production Insights - The industrial weekly prosperity index is at 8.1%, showing stability, while the service sector index is at 4.0%, also stable[12] - The average daily output of key iron enterprises has slightly decreased, indicating a potential slowdown in industrial production[13] Demand Analysis - Consumer demand continues to strengthen, with the consumption high-frequency index rising to 5.2%, up from 4.7% the previous week[12] - Fixed asset investment remains weak, with rebar apparent demand at 248.9 million tons, showing little change[12] - Export container throughput increased to 656,400 TEUs, up from 633,400 TEUs, indicating a positive trend in exports[12] Real Estate Trends - New housing sales in 30 major cities decreased to 188.76 million square meters, down 7% week-on-week and 20% year-on-year[48] - The cumulative transaction area for new homes in 2025 is 3,767 million square meters, with a year-on-year increase of 0.73%[48] Price Movements - The agricultural wholesale price index remains under pressure, with the pork price decreasing by 0.3% week-on-week[61] - The production material market prices have decreased by 0.6% compared to the previous week, indicating a mixed price trend in consumer goods[61]