策略专题：经济金融高频数据周报

Global Economy and Inflation - Global economic growth is slowing, with the Baltic Dry Index (BDI) averaging 1797.5 points as of May 31, 2024, a decrease of 17.10 points from the previous week [5][24] - The CRB Commodity Price Index averaged 294.98 points, increasing by 7.29 points from the previous week, indicating high inflation levels [5][31] - The economic uncertainty index for the US rose to 143.36 points, an increase of 17.55 points, while the European index increased to 270.83 points, up by 44.15 points [29][30] Domestic Economy and Inflation - China's official manufacturing PMI for May 2024 is at 49.5%, down by 0.9 percentage points from the previous month, indicating a decline in economic momentum [6][36] - The average price of pork in China was 25.23 yuan per kilogram as of May 23, 2024, an increase of 0.34 yuan from the previous week, reflecting stable inflation [6][49] Industrial Production - The high furnace operating rate was 81.67% as of May 31, 2024, a slight increase of 0.15 percentage points from the previous week, indicating stable industrial production [7][63] - The rebar steel mill operating rate was 41.62%, a decrease of 0.36 percentage points from the previous week [7][64] Consumption - Essential goods consumption remains stable, with the Keqiao Textile Price Index at 105.04 points, down by 0.20 points from the previous week [8][78] - The average daily sales of passenger cars in China increased to 68,100 units, up by 500 units from the previous week, indicating a positive trend in discretionary spending [8][84] Investment - Real estate investment remains stable, with an average daily transaction area of 288,600 square meters in 30 major cities, an increase of 6,200 square meters from the previous week [9][86] - Infrastructure investment is strengthening, with domestic excavator sales reaching 10,782 units in April 2024, an increase of 1,269 units year-on-year [9][95] Exports - The export container freight index increased to 1495.98 points as of May 31, 2024, up by 106.82 points from the previous week, indicating stable export growth [10] Emerging Industries - The Philadelphia Semiconductor Index averaged 5208.45 points as of May 31, 2024, an increase of 80.76 points, reflecting rising sentiment in the semiconductor industry [11][11] - The photovoltaic industry composite price index decreased to 14.27 points, down by 0.50 points, indicating a decline in the solar sector [11][11]