国金高频图鉴 | 中美航运延时反弹&政策刺激汽车销售

Group 1 - The article highlights a rapid rebound in shipping volumes between China and the US in early June, attributed to the easing of tariffs on May 12, leading to a more than 25% increase in container ship departures compared to the last week of May, with an average of 59.1 departures [3] - South Korea's exports showed a significant recovery in early June, with a year-on-year growth of 5.4%, a notable improvement from the -23.8% recorded in May, driven by a low base last year and better performance in major regions [5][6] - The real estate market remains weak, with a year-on-year decline of 5.9% in the transaction area of commercial housing in 30 major cities during the first half of June, indicating limited recovery [9] Group 2 - The automotive market experienced a year-on-year increase in sales, with retail sales of passenger cars reaching 343,000 units in early June, a 19% increase compared to the same period last year, while wholesale figures also showed a 10% increase [12][13] - New energy vehicles performed exceptionally well, with retail sales reaching 202,000 units in early June, marking a 40% year-on-year growth and a market penetration rate of 58.8% [13]