每周经济观察：外需领先指标持续回升-20251013

Economic Indicators - Retail sales of passenger cars increased by 6% year-on-year in September, up from 3% in August[2] - OECD composite leading indicator for G7 countries rose to 100.49 in September, compared to 100.42 in August[2] - Gold price increased by 2.7% to $3986.2 per ounce, while copper price rose by 1.9% to $10,765 per ton[2] Real Estate and Construction - Real estate transactions in 67 cities showed a year-on-year decline of 33% in early October, worsening from a 1.2% decline in September[2] - The average consumption of rebar was down 10% year-on-year as of October 9, compared to a 12% decline in the previous four weeks[3] - The land premium rate was at 4.83% as of October 5, up from 2.91% in September[13] Consumer Behavior - Subway passenger volume in 27 cities decreased by 4.8% year-on-year in early October, down from a 3.8% increase in September[3] - Express delivery volume growth slowed to 4.5% year-on-year as of October 5, down from 12% in the previous four weeks[3] Trade and External Demand - G7 OECD leading indicators suggest a recovery in external demand, with a rise to 100.49 in September[24] - The number of cargo ships from China to the U.S. fell by 19.7% year-on-year as of October 11, compared to a 3.4% increase the previous week[31] Price Trends - Oil prices fell, with WTI crude at $58.9 per barrel, down 3.3%, and Brent crude at $62.73 per barrel, down 2.8%[3] - Agricultural product prices generally declined, with vegetable prices down 1.2% and pork prices down 2.8%[46]