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高频数据观察:进出口全面上行
ZHONGTAI SECURITIES·2024-04-22 02:30

Production Data - The operating rate for automotive steel tires increased by 2.76 percentage points week-on-week, while the half-steel tire operating rate rose by 2.67 percentage points[50] - PX operating rate decreased by 9.89 percentage points week-on-week, while PTA operating rate increased by 5.19 percentage points[50] - Overall production rates are trending upwards, with notable increases in automotive tire production and some chemical products[51] Inventory Trends - Steel inventories for rebar, wire rod, and hot-rolled sheets decreased by 5.80%, 9.80%, and 0.77% respectively week-on-week[57] - Current steel inventories are relatively high compared to last month and the same period last year[57] Vehicle Sales - Average daily wholesale sales of passenger cars reached 42,822 units, up 33.58% week-on-week and 18.01% year-on-year[56] - Average daily retail sales of passenger cars were 38,825 units, reflecting a week-on-week increase of 13.28% and a year-on-year increase of 1.61%[56] Real Estate Market - The total sales area of commercial housing in 30 major cities decreased by 4.78% week-on-week, with first and third-tier cities seeing increases of 5.82% and 8.97% respectively[54] - The land transaction area in 100 major cities increased by 60.15% week-on-week, totaling 8.6673 million square meters[12] Import and Export Performance - The export container freight index rose by 0.12% week-on-week, while the Shanghai export container freight index increased by 0.71%[48] - The Baltic Dry Index (BDI) increased by 10.99% week-on-week, indicating a rise in import activity[48] Price Movements - Prices for pork, white-cut chicken, and seven monitored fruits increased by 0.24%, 0.80%, and 1.80% respectively week-on-week[61] - Brent crude oil futures fell by 3.29% week-on-week, while WTI crude oil futures decreased by 2.91%[61] Currency Exchange Rates - The USD/CNY exchange rate increased by 0.04% week-on-week to 7.24, while the EUR/CNY rate decreased by 0.03% to 7.71[64]