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实体经济图谱:运价连续上行
CAITONG SECURITIES·2024-06-16 02:22

Market Trends - PTA, polyester chips, and polyester POY prices increased this week[3] - National cement prices continued to rise, with enterprise inventory ratios declining[5][50] - The average price of float glass increased by 0.2% week-on-week[7] Production and Inventory - Steel mill inventories replenished while social steel inventories decreased[4] - PTA plant load rates increased, but polyester factory and Jiangsu-Zhejiang loom load rates declined[157] - National cement enterprise inventory ratios continued to decline[159] Commodity Prices - Brent and WTI crude oil prices rose this week, driven by strong summer transportation demand[34][184] - Coking coal and thermal coal prices both declined[152] - LME copper and aluminum prices fell, with copper inventories replenishing and aluminum inventories declining[69][70] Tourism and Entertainment - Dragon Boat Festival box office revenue totaled 380 million yuan, with daily average revenue down 57.9% year-on-year[74] - Domestic tourism revenue during the Dragon Boat Festival reached 40.35 billion yuan, up 8.1% year-on-year[174] Real Estate and Automotive - New home sales in 42 cities declined by 35.4% year-on-year in the first 13 days of June[172] - Passenger car retail sales in the first 10 days of June fell by 8% year-on-year[53]