国内经济周报：国内高频：集运价格连续上涨-20250625

Group 1: Industrial Production - Industrial production shows signs of seasonal weakness, with blast furnace operating rates slightly down by 0.3 percentage points year-on-year to 1%[4] - Midstream production is mixed, with soda ash operating rates up by 0.4 percentage points to -3% and polyester filament operating rates up by 0.4 percentage points to 3.8%[4] - Cement grinding rates decreased by 3.6 percentage points year-on-year to 4.6%, indicating weak construction activity[4] Group 2: Downstream Demand - Port cargo throughput increased by 5.7 percentage points year-on-year to 3.6%, while container throughput rose by 4.1 percentage points to 5.3%[5] - Daily average transaction area of new homes in 30 major cities fell significantly, down by 38.3 percentage points year-on-year to 14.2%[5] - Shipping prices saw a substantial increase, with the CCFI composite index rising by 8% week-on-week, particularly on the US West Coast where rates surged by 14.8%[5] Group 3: Price Trends - Agricultural product prices declined, with egg prices down by 1.5%, fruit prices down by 1.3%, and pork prices down by 0.4%[5] - Industrial product prices showed a rebound, with the Nanhua Industrial Price Index increasing by 3.1% week-on-week, and the energy chemical price index rising by 5.6%[5] - The metal price index decreased slightly by 0.2% week-on-week, indicating mixed trends in industrial commodities[5] Group 4: Risks - Potential risks include unexpected changes in trade conditions, uncertainties in policy responses, and the effectiveness of policy transmission mechanisms[6]