宏观日报：农业、能源上游价格回升-20260114

1. Report Industry Investment Rating - No information provided 2. Core View of the Report - Agricultural and upstream energy prices are rising. There have been various policy and data events in the production and service industries. The prices and operating conditions of different industries at the upstream, mid - stream, and downstream levels show different trends. [1][2][3][35] 3. Summary by Related Catalogs 3.1. Meso - level Event Overview Production Industry - The Ministry of Industry and Information Technology issued the "Action Plan for Promoting the High - quality Development of Industrial Internet Platforms (2026 - 2028)", aiming to have over 450 influential platforms, over 120 million industrial equipment connections, and a platform penetration rate of over 55% by 2028. It also promotes the integration of industrial Internet and AI. [1] - The Ministry of Commerce decided to continue imposing anti - dumping duties on imported solar - grade polysilicon from the US and South Korea for 5 years starting from January 14, 2026. [1] Service Industry - The US December consumer price index increased 2.7% year - on - year, and the core consumer price index increased 2.6% year - on - year and 0.2% month - on - month. The probability of the Fed cutting interest rates in April is about 42%. [2] 3.2. Industry Overview Upstream - Non - ferrous metals: Nickel and aluminum prices slightly declined. - Agriculture: Egg and palm oil prices increased. - Energy: Liquefied natural gas and international crude oil prices slightly increased. [3] Mid - stream - Chemical industry: PX operating rate remained stable at a high level, PTA operating rate was low, and urea operating rate was high. - Energy: Power plant coal consumption decreased. - Infrastructure: Road asphalt operating rate continued to decline. [3] Downstream - Real estate: Commercial housing sales in second - and third - tier cities continued to increase, while those in first - tier cities slightly decreased. - Service: The number of domestic flights increased. [3] 3.3. Key Industry Price Indicators - Agricultural products such as eggs (up 9.85%) and palm oil (up 3.45%) saw price increases, while some non - ferrous metals like nickel (down 3.59%) and certain aluminum prices (down 1.74%) decreased. Energy products like liquefied natural gas (up 10.67%) and Brent crude oil (up 3.42%) had price hikes. [35]