WEI指数上行至7%左右——每周经济观察第28期

Group 1: Economic Indicators - The Huachuang Macro WEI index has risen to over 7%, reaching 7.08% as of July 6, up from 6% on June 29, driven mainly by asphalt operating rates and passenger car sales [2][6][7] - Domestic flight numbers have slightly increased, with 14,400 flights executed in the first five days of July, a year-on-year increase of 3% compared to 12,800 flights in June [2][9] - The operating rate of asphalt facilities has increased to 32.7% as of July 9, up 4.7% year-on-year and 1% week-on-week [2][16] Group 2: Consumer Trends - Retail sales of passenger cars have shown a decline, with a year-on-year growth of only 1% as of July 6, down from 3% previously and 15% in June [3][9] - The sales of commercial residential properties have decreased significantly, with a 24% year-on-year drop in transaction area for the first 11 days of July, compared to a 17.6% decline in June [3][9] - The land premium rate has decreased to 4.88% as of July 6, down from 5.47% in June [3][10] Group 3: Price Trends - Resource prices continue to rise, with various commodities such as coal and steel experiencing price increases due to "anti-involution" sentiments [2][39] - The price of Shanxi-produced power coal (Q5500) has increased by 1.4%, while the price of coking coal has risen by 9.8% [2][39] - The national average price of second-hand houses has decreased by 0.3% as of June 30, with first-tier cities seeing a 0.2% decline [3][41] Group 4: Trade and External Demand - China's port container throughput has rebounded, with a year-on-year increase of 4.5% as of July 6, up from 3.1% the previous week [2][19] - The export growth rate to the U.S. has shown a decline, with a year-on-year decrease of 13.2% in the first eight days of July [20][21] - The shipping demand from China to the U.S. has decreased, with a 10.8% year-on-year drop in the number of container ships dispatched [20][21] Group 5: Debt and Interest Rates - The issuance of special bonds has accelerated, with 2.39 trillion yuan issued as of July 11, representing 54.3% of the annual target, faster than the previous year's pace [3][44] - The yields on government bonds have increased, with the 1-year, 5-year, and 10-year yields reported at 1.3702%, 1.5292%, and 1.6653% respectively, reflecting increases from the previous week [4][58]