关注房地产下游新政推进

Industry Investment Rating - Not provided in the given content Core Views - Attention should be paid to the implementation of new policies in the downstream of the real estate industry and the impact of carbon emission new policies on mid - stream green manufacturing[1] - The price and production of various industries in the upstream, mid - stream, and downstream have changed, such as price fluctuations in the upstream and changes in the production rate in the mid - stream[2][3] Summary by Directory 1. Mid - view Event Overview Production Industry - The "Opinions on Promoting Green and Low - Carbon Transformation and Strengthening the Construction of the National Carbon Market" was released. By 2027, the national carbon emission trading market will basically cover major emission industries in the industrial field, and by 2030, a national carbon emission trading market based on total quota control will be basically established[1] - Huawei will release a new AI SSD product on August 27, and plans to cooperate with all - in - one machine manufacturers to inject new vitality into the AI memory market[1] Service Industry - On August 25, six departments in Shanghai jointly issued a notice to optimize and adjust real estate policies, including reducing housing purchase restrictions, optimizing housing provident funds, personal housing credit, and personal housing property tax policies[1] 2. Industry Overview Upstream - In the black industry, glass prices have dropped significantly; in the agricultural industry, egg prices have declined; in the chemical industry, urea prices have fallen while PTA prices have risen[2] Mid - stream - In the chemical industry, the PX operating rate has increased; in the energy industry, the coal consumption of power plants has risen; in the agricultural industry, the operating rate of pig products has increased[3] Downstream - In the real estate industry, the sales of commercial housing in first - and second - tier cities have seasonally declined; in the service industry, the number of domestic flights has remained stable at a high level[3] 3. Key Industry Price Index Tracking | Industry Name | Index Name | Value | YoY | | --- | --- | --- | --- | | Agriculture | Spot price of corn | 2308.6 yuan/ton | - 0.37% | | | Spot price of eggs | 6.5 yuan/kg | - 2.99% | | | Spot price of palm oil | 9638.0 yuan/ton | 0.12% | | | Spot price of cotton | 15237.0 yuan/ton | 0.01% | | | Average wholesale price of pork | 20.1 yuan/kg | - 0.45% | | Non - ferrous metals | Spot price of copper | 79216.7 yuan/ton | - 0.12% | | | Spot price of zinc | 22302.0 yuan/ton | 0.06% | | | Spot price of aluminum | 20793.3 yuan/ton | 0.32% | | | Spot price of nickel | 121516.7 yuan/ton | - 0.34% | | | Spot price of aluminum | 16818.8 yuan/ton | 0.37% | | | Spot price of rebar | 3260.0 yuan/ton | - 0.21% | | Ferrous metals | Spot price of iron ore | 783.9 yuan/ton | - 0.75% | | | Spot price of wire rod | 3405.0 yuan/ton | - 0.29% | | | Spot price of glass | 13.8 yuan/square meter | - 3.15% | | Non - metals | Spot price of natural rubber | 14975.0 yuan/ton | 0.56% | | | China Plastic City Price Index | 804.6 | - 0.35% | | | Spot price of WTI crude oil | 63.7 dollars/barrel | 1.37% | | Energy | Spot price of Brent crude oil | 67.7 dollars/barrel | 2.85% | | | Spot price of liquefied natural gas | 3910.0 yuan/ton | - 2.59% | | | Coal price | 783.0 yuan/ton | 0.13% | | | Spot price of PTA | 4855.0 yuan/ton | 2.85% | | Chemical industry | Spot price of polyethylene | 7436.7 yuan/ton | - 0.16% | | | Spot price of urea | 1712.5 yuan/ton | - 3.04% | | | Spot price of soda ash | 1290.0 yuan/ton | 0.00% | | Real estate | National cement price index | 130.6 | 0.48% | | | Building materials composite index | 115.2 points | - 0.68% | | | National concrete price index | 93.0 points | - 0.39% |[36]