有色上游价格回升，农业上游价格波动

Report Summary 1. Industry Investment Rating No investment rating information is provided in the report. 2. Core View The report presents an overview of the mid - and upstream industries, including production and service sectors, and details the price and operation status of various industries at different levels. It also mentions relevant policies and responses to international trade issues [1][2][3]. 3. Summary by Directory 3.1 Mid - view Event Overview - Production Industry: The Shanghai Economic and Information Technology Commission released an action plan to promote the high - quality development of the intelligent terminal industry from 2026 - 2027, aiming to increase the scale of intelligent computing power terminals. The National Development and Reform Commission issued a management method to support energy - saving and carbon - reduction renovations in key industries and infrastructure [1]. - Service Industry: In response to the US 301 investigation restrictions on China's shipbuilding and other industries, the Chinese Ministry of Commerce stated that the US measures are unfair and discriminatory, and urged the US to correct its mistakes and resolve issues through dialogue [1]. 3.2 Industry Overview - Upstream: Copper, zinc, and aluminum prices in the non - ferrous metal industry have rebounded, while egg prices in the agricultural industry have dropped significantly [2]. - Midstream: The PX industry in the chemical sector has a high operating rate; power plant coal consumption in the energy sector has decreased; and the asphalt industry in the infrastructure sector has reached a three - year high in operating rate [2]. - Downstream: The sales of commercial housing in second - and third - tier cities in the real estate market have slightly increased [3]. 3.3 Key Industry Price Index Tracking - Agriculture: On October 14, the prices of eggs decreased by 19.12% year - on - year, while the prices of palm oil increased by 2.38% [37]. - Non - ferrous Metals: On October 9, the prices of copper increased by 7.20% year - on - year, and the prices of zinc increased by 1.45% [37]. - Energy: On October 14, the prices of WTI crude oil decreased by 6.24% year - on - year, and the prices of Brent crude oil decreased by 5.62% [37]. - Real Estate: On October 14, the building materials comprehensive index decreased by 0.94%, and the concrete price index decreased by 0.35% [37].