国内高频 | 港口货运量仍较强（申万宏观·赵伟团队）

Group 1 - Industrial production shows divergence, with slight recovery in blast furnace operating rates, up 1.2% year-on-year [1][4] - Chemical production has declined, with soda ash and PTA operating rates down by 3.3 percentage points and 1.2 percentage points respectively [1][11] - Construction industry shows mixed performance, with nationwide grinding operating rates down 3.9 percentage points to 6.2% [1][16] Group 2 - Real estate transactions have seen a rebound, with average daily transaction area for new homes up 20% year-on-year, although still weak [1][29] - Port cargo throughput continues to rise, with year-on-year increases of 5.2% for cargo and 6.3% for container throughput [1][34] - Passenger travel intensity has slightly increased, with the national migration scale index up 0.4 percentage points to 17.8% [1][39] Group 3 - Agricultural product prices show divergence, with egg and vegetable prices up 0.3% and 5.0% respectively, while pork and fruit prices are down 0.2% and 2.3% [2][56] - Industrial product prices have rebounded significantly, with the South China industrial product price index up 4.2% [2][63] - Energy and chemical price indices increased by 4.0% and metal price index by 4.1% [2][63]