关注黑色、农业上游价格波动

Report Summary 1. Industry Investment Rating - No information provided in the content. 2. Core Viewpoints - The report focuses on price fluctuations in the upstream of the black and agricultural industries, and also takes note of mid - level events in the production and service industries [1]. - It emphasizes the need to pay attention to the implementation of real - estate new policies and the development of artificial intelligence technology requirements [1]. 3. Summary by Industry Segment Upstream - In the black industry, the glass price has declined significantly year - on - year [2]. - In the agricultural industry, the prices of eggs and palm oil are rising. Specifically, the spot price of eggs on August 18 was 6.7 yuan/kg, with a year - on - year increase of 5.02%, and the spot price of palm oil was 9626.0 yuan/ton, with a year - on - year increase of 6.39% [2][47]. Midstream - In the chemical industry, the PX operating rate is increasing [3]. Downstream - In the real - estate industry, the sales of commercial housing in first - and second - tier cities have declined [4]. - In the service industry, the increase in the number of domestic flights has moderated [4]. 4. Key Data Charts - The report includes data charts on coal consumption, inventory, operating rates of various industries (such as PTA, PX, polyester, etc.), peak congestion indices of major cities, movie box office, flight execution, and real - estate transaction data [6]. 5. Key Industry Price Index Tracking - The report tracks the prices of various industries including agriculture, non - ferrous metals, black metals, non - metals, energy, chemicals, and real - estate. For example, in the agricultural industry, the spot price of corn on August 18 was 2317.1 yuan/ton, with a year - on - year decrease of 0.18%; in the black metal industry, the spot price of glass on August 18 was 14.3 yuan/square meter, with a year - on - year decrease of 5.12% [47].