国内高频 | 出行强度保持高位（申万宏观·赵伟团队）

Group 1: Industrial Production - Industrial production remains relatively stable, with a high furnace operating rate holding steady at 0.7% year-on-year [2][5][9] - Chemical production shows signs of recovery, with operating rates for soda ash, PTA, and polyester filament increasing by 1.9 percentage points to -3.5%, 0.4 percentage points to 2.2%, and 0.5 percentage points to 4.2% respectively [2][17] - However, the operating rate for automotive semi-steel tires has significantly declined, down 7.7 percentage points to -9.0% [2][17] Group 2: Construction Industry - Asphalt production shows marginal improvement, with a year-on-year increase of 2.2 percentage points to 6.8% [2][41] - Cement shipment rates remain low, down 1.8 percentage points to -4.2% year-on-year, while the national grinding operating rate is up 0.6 percentage points to -1.3% [2][29] Group 3: Demand Trends - Real estate transactions have significantly decreased, with average daily transaction area for new homes down 37.8% year-on-year to 32.7% [2][53] - Freight volumes related to exports have declined, with port cargo throughput down 3% year-on-year to 0.6% [2][62] - Conversely, travel intensity remains high, with the national migration scale index up 0.3 percentage points to 14.5% [2][74] Group 4: Price Trends - Agricultural product prices have generally decreased, with prices for eggs, fruits, vegetables, and pork down by 2.2%, 0.8%, 0.5%, and 0.3% respectively [3][104] - Industrial product prices have seen a slight increase, with the South China industrial price index rising by 0.3% [3][116] - The metal price index increased by 1.8%, while the energy and chemical price index fell by 1% [3][116] Group 5: Transportation and Logistics - Railway freight volume has increased, up 0.9 percentage points to 3.3% year-on-year, while port cargo throughput has decreased [2][62] - Domestic flight operations have increased, with domestic flights up 1.9% year-on-year to 3.4% [2][74] Group 6: Consumer Behavior - Movie attendance has slightly decreased, down 2.6 percentage points to 5.7% year-on-year, but box office revenue has increased by 0.3% [2][80] - Automobile sales have shown a significant recovery, with retail and wholesale volumes up 9% to 26.7% and 23.8% to 48.7% respectively [2][80] Group 7: Export Trends - Container shipping prices have decreased, with the CCFI composite index down 1.9% [2][92] - The freight rate for the US West Coast has dropped significantly, down 10.5% [2][92]