捷克统计局数据显示，捷6月份出口同比增长7.4%，达4161亿克朗（约合200.6 亿美元），进口同比增长9.2%，达到3898亿克朗（约合187.93亿美元）。出口 近30%为机动车及其零部件，出口目的地主要是德国，其次是英国、法国、波 兰和斯洛伐克。环比出口增长1.1%，进口增长0.4%。 （原标题：2025年6月捷克进口增速高于出口） ...

Investment Rating - The report maintains a "Positive" investment rating for the shipping and port sector [2][8] Core Insights - The total import and export volume in China from January to August 2025 reached 29.57 trillion yuan, a year-on-year increase of 3.5%, with imports at 11.96 trillion yuan (down 1.2%) and exports at 17.61 trillion yuan (up 6.9%) [16][19] - Coastal major ports handled a total cargo throughput of 7.688 billion tons from January to August 2025, reflecting a year-on-year growth of 3.1% [3][34] - Container throughput at coastal major ports reached 20.646 million TEUs, marking a year-on-year increase of 6.5% [4][43] - The Baltic Dirty Tanker Index (BDTI) was reported at 1078 points on October 8, 2025, showing a year-on-year increase of 5.27% [5][45] - The Baltic Dry Index (BDI) stood at 1963 points on October 8, 2025, indicating a year-on-year growth of 9.12% [7][60] Summary by Sections 1. Overview: National Import and Export Volume and Cargo Throughput - The national import and export volume for January to August 2025 was 29.57 trillion yuan, with imports at 11.96 trillion yuan (down 1.2%) and exports at 17.61 trillion yuan (up 6.9%) [16][19] 2. Container: Shipping Rates and Container Throughput - The China Container Freight Index (CCFI) was at 1087.41 points on September 26, 2025, down 37.58% year-on-year [4][37] - Container throughput at coastal major ports was 20.646 million TEUs from January to August 2025, up 6.5% year-on-year [4][43] 3. Liquid Bulk: Oil Shipping Rates and Crude Oil Throughput - The BDTI was at 1078 points on October 8, 2025, reflecting a year-on-year increase of 5.27% [5][45] - Crude oil imports from January to August 2025 totaled 376 million tons, a year-on-year increase of 2.5% [6][54] 4. Dry Bulk: Shipping Rates and Iron Ore, Coal Throughput - The BDI was reported at 1963 points on October 8, 2025, indicating a year-on-year growth of 9.12% [7][60] - Iron ore throughput from January to August 2025 reached 921 million tons, up 2.57% year-on-year [7][66] 5. Key Port Listed Companies Monthly Throughput - Major port companies reported various throughput figures, with Shanghai Port handling 0.55 billion tons in August 2025, a 10.25% increase year-on-year [78]

2019-2025年1-8月陕西省累计进出口统计图 数据来源：海关总署，智研咨询整理 上市企业：中成股份（000151），远大控股（000626），厦门信达（000701），凯瑞德（002072），江 苏国泰（002091），怡亚通（002183），鹏都农牧（002505），五矿发展（600058），苏豪弘业 （600128），东方创业（600278），江苏舜天（600287），ST沪科（600608），苏美达（600710）， 云维股份（600725），汇鸿集团（600981），中信金属（601061） 相关报告：智研咨询发布的《2026-2032年中国数字贸易行业竞争策略研究及未来前景展望报告》 2025年1-8月，陕西省进出口总额（海关口径）为3326亿元，比上年同期增长10.5%，其中出口额为 2304.34亿元，同比增长13.2%，进口额为1021.63亿元，同比增长4.8%，贸易顺差为1282.71亿元。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市 ...

数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2025-2031年中国照相机行业市场运行态势及投资战略研判报告》 根据中国海关数据显示：2025年7月中国电视摄像机，数字照相机及视频摄录一体机进口数量为257万 台，同比下降0.5%，进口金额为2.28亿美元，同比增长13.7%，2025年7月中国电视摄像机，数字照相机 及视频摄录一体机出口数量为6136万台，同比增长19.3%，出口金额为11.56亿美元，同比增长12.4%。 近一年中国电视摄像机，数字照相机及视频摄录一体机进口情况统计图 数据来源：中国海关，智研咨询整理 近一年中国电视摄像机，数字照相机及视频摄录一体机出口情况统计图 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The LLDPE and PP markets are expected to show a volatile trend today. For LLDPE, the plastic main - contract shows a volatile pattern, with fluctuating crude oil prices, a peak season for agricultural film demand but still weaker than previous years, and a moderately high industrial inventory. For PP, the main - contract is also volatile, with fluctuating crude oil prices, increasing demand in downstream sectors such as pipes and plastic weaving, and a moderately high industrial inventory [4][6]. 3. Summaries According to Related Catalogs LLDPE Overview - **Fundamentals**: In August, the official PMI was 49.4, up 0.1 percentage points from the previous month, and the Caixin PMI was 50.4, up 0.6 percentage points. China's export value in August was $321.81 billion, a 4.4% year - on - year increase but a decline from July. The crude oil price has been fluctuating recently. The agricultural film has entered the peak season, but the overall demand is still weaker than previous years. The current spot price of the LL delivery product is 7160 (+10), and the overall fundamentals are neutral [4]. - **Basis**: The basis of the LLDPE 2601 contract is - 21, with a premium/discount ratio of - 0.3%, which is neutral [4]. - **Inventory**: The comprehensive PE inventory is 429,000 tons (- 80,000 tons), which is neutral [4]. - **Market**: The 20 - day moving average of the LLDPE main contract is downward, and the closing price is below the 20 - day line, showing a bearish signal [4]. - **Main Position**: The net position of the LLDPE main contract is short, with an increase in short positions, showing a bearish signal [4]. - **Likely Factors**: Positive factors include geopolitical unrest and cost support; negative factors include weaker - than - expected demand and more new production capacity in the fourth quarter [5]. PP Overview - **Fundamentals**: Similar to LLDPE in terms of macro - economic indicators. The downstream is gradually entering the peak season, with increasing demand in pipes and plastic weaving. The current spot price of the PP delivery product is 6780 (+0), and the overall fundamentals are neutral [6]. - **Basis**: The basis of the PP 2601 contract is - 123, with a premium/discount ratio of - 1.8%, showing a bearish signal [6]. - **Inventory**: The comprehensive PP inventory is 520,000 tons (- 30,000 tons), which is neutral [6]. - **Market**: The 20 - day moving average of the PP main contract is downward, and the closing price is below the 20 - day line, showing a bearish signal [6]. - **Main Position**: The net position of the PP main contract is short, with a decrease in short positions, showing a bearish signal [6]. - **Likely Factors**: Positive factors include geopolitical unrest and cost support; negative factors include weaker - than - expected demand and more new production capacity in the fourth quarter [7]. Market Data - **LLDPE**: The current spot price of the delivery product is 7160 (+10), the 01 - contract price is 7181 (+22), the basis is - 21 (- 12), the PE comprehensive factory inventory is 429,000 tons (- 80,000 tons), and the social PE inventory is 525,000 tons (- 10,000 tons) [9]. - **PP**: The current spot price of the delivery product is 6780 (+0), the 01 - contract price is 6903 (+10), the basis is - 123 (- 10), the PP comprehensive factory inventory is 520,000 tons (0), and the social PP inventory is 286,000 tons (0) [9]. Supply - Demand Balance Sheets - **Polyethylene**: From 2018 - 2024, the production capacity, output, net import volume, and apparent consumption have generally shown an upward trend, with fluctuations in the growth rate. The import dependence has gradually decreased. The 2025E production capacity is expected to reach 4319.5 [14]. - **Polypropylene**: From 2018 - 2024, the production capacity, output, net import volume, and apparent consumption have generally increased, with changes in the growth rate. The import dependence has also gradually decreased. The 2025E production capacity is expected to reach 4906 [16].

分门类看，1—8月，深圳采矿业增加值与上年同期持平，制造业增长4.6%，电力、热力、燃气及水生 产和供应业增长6.8%。主要行业大类中，通用设备制造业增长16.9%，仪器仪表制造业增长8.3%，电气 机械和器材制造业增长7.4%。 21世纪经济报道记者陈思琦 深圳报道 9月28日，深圳市统计局官网发布2025年1—8月深圳经济数据，显示经济运行保持总体平稳、稳中有进 发展态势。其中，8月份多个指标势头向好。 具体来看，1—8月深圳工业生产稳步增长，全市规模以上工业增加值同比增长4.4%，增速比1—7月加 快0.3个百分点。单看8月份，规模以上工业增加值同比增长7.0%，比7月份加快2.0个百分点。 市场销售增速加快。8月份，深圳社会消费品零售总额同比增长5.4%，比7月份加快1.1个百分点。1—8 月，全市社会消费品零售总额达6723.43亿元，同比增长3.8%，增速比1—7月加快0.2个百分点。 分消费类型看，1—8月深圳商品零售增长4.1%；餐饮收入增长1.9%。基本生活类商品增势较好，限额 以上单位日用品类、粮油食品类零售额分别增长11.9%、7.9%。消费品以旧换新政策继续显效，限额以 上单位家用电器 ...

Core Insights - Vietnam's total goods import and export value for the first half of September 2025 reached 39.05 billion USD, reflecting a month-on-month decrease of 3.25% [1] - The export value was 19.2 billion USD, down 4.3% month-on-month, primarily due to significant declines in four major product categories [1] - The import value was 19.85 billion USD, showing a month-on-month decrease of 2.21%, with declines concentrated in two main categories [1] Export Analysis - The decline in exports was driven by significant drops in textile and garment exports (335 million USD), footwear exports (250 million USD), mobile phones and components (120 million USD), and wood and wooden products (110 million USD) [1] - The data indicates a weakening external demand, particularly for labor-intensive products heavily reliant on large markets such as the US and Europe [1] - Foreign investment continues to play a dominant role in exports, accounting for 79.2% of total exports, highlighting a slow growth rate for domestic enterprises [1] Import Analysis - The decrease in imports was primarily focused on two categories: computers, electronic products, and components (210 million USD decrease), which, despite the largest drop, remained the highest import category; and machinery, tools, and components (120 million USD decrease) [1]

Core Insights - In the first eight months of the year, Shanxi Province's total import and export value reached 91.47 billion yuan [1] - In August alone, imports amounted to 5.69 billion yuan, reflecting a year-on-year growth of 8.5% [1] Import and Export Performance - A total of 1,962 enterprises engaged in import and export activities, marking an increase of 11.8% year-on-year, with a net addition of 207 companies [1] - Major export products included mobile phone parts valued at 3.89 billion yuan, lithium-ion batteries at 290 million yuan (a significant increase of 126.5% year-on-year), and agricultural products at 1.18 billion yuan [1] - The total import value of various metal ores reached 16.98 billion yuan [1] Commodity Trends - The import of bulk commodities, including metal ores and coal, totaled 22.05 billion yuan, showing a year-on-year increase of 8.5%, which contributed to a 3.8 percentage point increase in the province's overall import growth rate [1] - The share of bulk commodities in total imports rose by 4.6 percentage points compared to the same period last year, reaching 49.5% [1] Special Supervision Areas - The Taiyuan Wusu Comprehensive Bonded Zone achieved an import and export value of 4.742 billion yuan, reflecting a year-on-year growth of 46.2%, ranking 99th among 161 comprehensive bonded zones nationwide [1] - The Shanxi Fanglue Bonded Logistics Center reported an impressive 19.57 billion yuan in import and export value, with a staggering year-on-year growth of 776%, ranking 17th among 85 bonded logistics centers nationwide [1]

Core Viewpoint - The recent publication of the "Opinions on Promoting High-Quality Urban Development" emphasizes the support for world-class urban agglomerations in China, particularly the Beijing-Tianjin-Hebei, Yangtze River Delta, and Guangdong-Hong Kong-Macao Greater Bay Area, while also promoting the Chengdu-Chongqing economic circle and the central Yangtze River urban agglomeration as growth poles for high-quality development [1][12]. Economic Dimensions - In terms of GDP total for 2024, the ranking is as follows: Yangtze River Delta (33.16 trillion) > Greater Bay Area (14.84 trillion) > Beijing-Tianjin-Hebei (11.5 trillion) [4][5]. - China will have 27 cities with GDP exceeding 1 trillion, with the Yangtze River Delta contributing 9 cities, the Greater Bay Area 4 cities, and Beijing-Tianjin-Hebei 3 cities [4]. - The Yangtze River Delta has a higher number of cities and population compared to the other two urban clusters, but when considering per capita GDP, the ranking changes: Greater Bay Area (170,000) > Yangtze River Delta (139,000) > Beijing-Tianjin-Hebei (105,000) [4][5]. Innovation and Technology - Beijing-Tianjin-Hebei leads in R&D investment intensity at 4.27%, followed by Greater Bay Area at 3.54% and Yangtze River Delta at 3.33% [5]. - In the 2025 Global Innovation Index, the Shenzhen-Hong Kong-Guangzhou cluster ranks first, with Beijing fourth, and Shanghai-Suzhou sixth [6]. Trade and Port Activity - The three major urban clusters have significant port activities, with major ports like Shenzhen, Guangzhou, Shanghai, and Ningbo-Zhoushan facilitating substantial trade [7][8]. - In the first half of this year, the top 10 ports in China by container throughput included several from these urban clusters, with Shanghai and Ningbo-Zhoushan leading [9]. - Shenzhen has recently surpassed Shanghai to become the "foreign trade capital" of China, with notable export growth from Guangzhou in the Greater Bay Area and impressive trade performance from Jinhua in the Yangtze River Delta [11] [12]. Strategic Complementarity - The three urban clusters are not in competition but rather functionally complementary, each with unique strengths: Beijing-Tianjin-Hebei has political significance, Yangtze River Delta excels in comprehensive development, and the Greater Bay Area benefits from its open resources [12].

Group 1: Real Estate Market - In August, the sales prices of new residential properties in first-tier cities decreased by 0.9% year-on-year, with the decline narrowing by 0.2 percentage points compared to the previous month [1] - Shanghai saw an increase of 5.9%, while Beijing, Guangzhou, and Shenzhen experienced declines of 3.5%, 4.3%, and 1.7% respectively [1] - Second and third-tier cities saw new residential property prices decrease by 2.4% and 3.7% year-on-year, with declines narrowing by 0.4 and 0.5 percentage points respectively [1] - The year-on-year decline in second-hand residential property prices in first-tier cities was 3.5%, with the decline expanding by 0.1 percentage points compared to the previous month [1] - Second and third-tier cities experienced year-on-year declines in second-hand residential property prices of 5.2% and 6.0%, with both declines narrowing by 0.4 percentage points [1] Group 2: Agricultural Sector - The cumulative wheat purchase in the country has exceeded 100 million tons, maintaining a high level compared to previous years [2][3] - Supported by the minimum purchase price policy, wheat prices remain stable, with a clear trend of higher quality fetching higher prices [3] Group 3: Trade and Investment - The Yangtze River Delta region's import and export scale reached 11.07 trillion yuan in the first eight months, a year-on-year increase of 5.5%, accounting for 37.4% of the national total [5] - Exports amounted to 7.08 trillion yuan, with a year-on-year growth of 9.2%, contributing 52.3% to the national export growth [5] - National railway fixed asset investment reached 504.1 billion yuan from January to August, reflecting a year-on-year increase of 5.6% [5][7] Group 4: Service Trade and Cultural Tourism - The 2025 China International Service Trade Fair concluded with over 900 achievements across various sectors including construction, information technology, and finance [8][10] - The 2025 China Cultural Tourism Industry Expo attracted 225,000 visitors, with cooperative transactions reaching 810 million yuan and project signings totaling 23.28 billion yuan [12]