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经济热力图:地产销售跌幅收窄
CMS· 2025-05-29 02:33
1. Report Industry Investment Rating No relevant content provided. 2. Core View of the Report The report presents a comprehensive analysis of China's economic situation through various high - frequency indicators, showing a mixed picture of economic trends with some sectors declining and others recovering [1][2][3]. 3. Summary by Relevant Catalogs 3.1 Weekly Economic Index - The China Weekly Economic Index (WEI) remained flat at 5.0%. The WEI production sub - index was 4.6%, down 0.1 percentage points from the previous value, and the WEI demand sub - index was 5.7%, unchanged from the previous value. The supply - demand gap was 1.2%, up 0.2 percentage points from the previous value [1]. 3.2 Production - The 4 - week moving average year - on - year of rebar production was - 1.2%, down 1.1 percentage points from the previous value. The blast furnace operating rate was 83.7%, down 0.4 percentage points. The automobile semi - steel tire operating rate was 78.2%, down 0.1 percentage points. The 4 - week moving average year - on - year of the average daily coal consumption of major coastal power plants was 1.4%, up 0.5 percentage points [1]. 3.3 Infrastructure - The cement shipping rate was 40.5%, down 1.0 percentage point from the previous value. The cement mill operating rate was 41.8%, down 0.2 percentage points. The petroleum asphalt plant operating rate was 30.8%, down 3.6 percentage points [1]. 3.4 Real Estate - The 4 - week moving average year - on - year of the commercial housing sales area in 30 large and medium - sized cities was - 0.8%, up 5.1 percentage points from the previous value. The 4 - week moving average year - on - year of the land acquisition area of 100 large - and medium - sized cities was - 5.5%, down 4.9 percentage points from the previous value [2]. 3.5 Consumption - The year - on - year of the average daily retail sales of passenger cars was 14.0%, down 16.0 percentage points from the previous value. The 4 - week moving average year - on - year of movie box office was - 47.2%, down 3.8 percentage points. The 4 - week moving average year - on - year of the subway passenger volume in Beijing, Shanghai, Guangzhou, and Shenzhen was 1.8%, down 1.2 percentage points [2]. 3.6 Export - South Korea's export year - on - year in mid - May was 20.3%, up 44.1 percentage points from the previous period. The 4 - week moving average year - on - year of the Shanghai Export Container Freight Index (SCFI) was - 40.4%, down 2.4 percentage points from the previous value. The 4 - week moving average year - on - year of the Baltic Dry Index (BDI) remained unchanged [2]. 3.7 CPI - The 4 - week moving average year - on - year of the agricultural product wholesale price 200 index was - 3.3%, down 0.4 percentage points from the previous value. The 4 - week moving average year - on - year of the average wholesale price of pork was 1.4%, down 0.5 percentage points. The 4 - week moving average year - on - year of the average wholesale price of 28 key monitored vegetables was - 9.0%, down 1.2 percentage points [3]. 3.8 PPI - The 4 - week moving average year - on - year of the Nanhua Composite Index was - 10.7%, down 1.2 percentage points from the previous value. The 4 - week moving average year - on - year of the Brent crude oil spot price was - 22.6%, up 1.1 percentage points. The 4 - week moving average year - on - year of the rebar price was - 13.3%, down 0.6 percentage points. The 4 - week moving average year - on - year of the Qinhuangdao Port steam coal closing price was - 26.2%, down 2.7 percentage points. The 4 - week moving average year - on - year of the cement price index was 12.0%, down 2.5 percentage points [3].
日本米价连续6个月创新高,超市限购飞去邻国“背米”?21记者实地调查
2 1 Shi Ji Jing Ji Bao Dao· 2025-04-28 12:24
Core Viewpoint - Despite the Japanese government's release of over 300,000 tons of reserve rice, rice prices continue to rise, with the average retail price for a 5-kilogram bag reaching 4,220 yen, more than double the price from the previous year [1][2]. Group 1: Price Trends - The average retail price of 5-kilogram rice has reached 4,220 yen (approximately 214.12 RMB), marking a record high and an increase of 92.1% year-on-year [2][11]. - The price of 2-kilogram rice ranges from 2,080 to 2,480 yen, equivalent to approximately 26.94 to 32.11 RMB per kilogram, indicating a continuous upward trend in rice prices [3]. Group 2: Supply Issues - Many supermarkets have implemented purchase limits due to rice shortages, with some stores displaying nearly empty rice shelves [1][2]. - The government has released 210,000 tons of reserve rice since March, but the circulation of this rice has been minimal, with only 426 tons reaching retailers by the end of March [7]. Group 3: Government Response - The Japanese government plans to release an additional 100,000 tons of reserve rice and will continue monthly releases until July, but the effectiveness of these measures remains in question [6][9]. - Criticism has arisen regarding the timing and scale of the reserve rice releases, with many consumers feeling that the government's actions have been too slow [6][8]. Group 4: Consumer Behavior - Increasingly, Japanese consumers are turning to imports from countries like South Korea, India, and Thailand, with reports of individuals bringing back rice during travels [4][5]. - The high rice prices are affecting consumer spending habits, leading to a more cautious approach to expenditures [11]. Group 5: Economic Impact - The rise in rice prices is contributing to overall inflation, with the core consumer price index rising by 3.2% in March, driven largely by food prices [11][12]. - Analysts suggest that the persistent inflation and rising food costs may complicate the Bank of Japan's monetary policy, potentially limiting future interest rate hikes [12].