上海市统计局发布数据显示，1-5月，上海市规模以上工业企业完成工业总产值15731.78亿元，比去年 同期增长4.8%。1-5月，上海市实现社会消费品零售总额6872.11亿元，同比增长1.4%。按消费类型分， 商品零售额6036.18亿元，同比增长1.9%；餐费收入835.93亿元，下降2.5%。1-5月，上海市房地产开发 投资比去年同期增长4.0%。1-5月，上海市全社会固定资产投资比上年同期增长6.2%。 ...

3、深交所公告，港股通标的证券名单发生调整并自2025年06月16日起生效，调入宁德时代。 4、截至午间收盘，沪指涨0.05%，深证成指涨0.13%，创业板指涨0.37%。恒生指数跌0.12%，恒生科技 指数涨0.15%。 1、国家统计局数据显示，5月份规模以上工业增加值同比增长5.8%，1—5月份规模以上工业增加值同 比增长6.3%。1—5月份全国固定资产投资同比增长3.7%。5月份社会消费品零售总额同比增长6.4%，1 —5月份社会消费品零售总额同比增长5.0%。 2、国家统计局数据显示，5月份，70个大中城市中，各线城市商品住宅销售价格环比下降，同比降幅继 续收窄。 智通财经6月16日午间新闻精选 ...

金十数据6月16日讯，5月份，城镇消费品零售额36057亿元，同比增长6.5%；乡村消费品零售额5269亿 元，增长5.4%。1—5月份，城镇消费品零售额176490亿元，增长5.1%；乡村消费品零售额26681亿元， 增长4.9%。5月份，商品零售额36748亿元，同比增长6.5%；餐饮收入4578亿元，增长5.9%。1—5月 份，商品零售额180398亿元，增长5.1%；餐饮收入22773亿元，增长5.0%。 国家统计局：5月份，商品零售额36748亿元，同比增长6.5% ...

中国5月社会消费品零售总额同比 6.4%，预期5%，前值5.10%。 ...

Group 1 - In May, the total retail sales of consumer goods reached 41,326 billion yuan, with a year-on-year growth of 6.4% [5] - From January to May, the total retail sales of consumer goods amounted to 203,171 billion yuan, growing by 5.0% year-on-year [5] - Urban retail sales in May were 36,057 billion yuan, increasing by 6.5%, while rural retail sales were 5,269 billion yuan, up by 5.4% [5][2] Group 2 - In May, the retail sales of goods reached 36,748 billion yuan, with a year-on-year increase of 6.5%, and catering revenue was 4,578 billion yuan, growing by 5.9% [5] - From January to May, the retail sales of goods totaled 180,398 billion yuan, with a growth of 5.1%, while catering revenue was 22,773 billion yuan, increasing by 5.0% [5] Group 3 - For the first five months, retail sales in convenience stores, specialty stores, supermarkets, brand stores, and department stores grew by 8.5%, 6.3%, 5.7%, 1.8%, and 1.3% respectively [4] - Online retail sales reached 60,402 billion yuan from January to May, with a year-on-year growth of 8.5%, and physical goods online retail sales were 49,878 billion yuan, increasing by 6.3% [4] Group 4 - The retail sales of food and oil products in May were 1,919 billion yuan, with a significant growth of 14.6%, while the sales of gold and silver jewelry increased by 21.8% to 300 billion yuan [7] - The sales of home appliances and audio-visual equipment surged by 53.0% in May, reaching 1,166 billion yuan [7]

Group 1 - The industrial added value above designated size in China for May will be released shortly, indicating potential economic performance insights [1] - The year-on-year growth rate of retail sales of consumer goods in China for May will also be announced, which is crucial for understanding consumer spending trends [1]

Group 1 - The article highlights the upcoming release of China's May retail sales data, which is a key indicator of consumer spending and economic health [1] - A press conference by the State Council Information Office will discuss the national economic operation, providing insights into the current economic landscape [1]

Group 1 - OPEC is set to release its monthly oil market report, which is crucial for understanding global oil supply and demand dynamics [1] - China will publish the monthly residential price report for 70 major cities, providing insights into the real estate market trends [1] - Key economic indicators from China will be released, including the year-on-year growth of retail sales and industrial output for May, which are important for assessing economic health [1] - The New York Fed's manufacturing index for June will be announced, offering a glimpse into the manufacturing sector's performance in the U.S. [1]

第一财经研究院发布的最新一期"第一财经首席经济学家信心指数"为50.50，回归50荣枯线以上。经济 学家们认为，中美贸易谈判出现积极信号，短期内国内经济景气度回暖。接下来应进一步提振信心、扩 大内需、深化开放、强化创新，将外部的压力转化为转型升级的动力。以政策工具箱的灵活性来对冲不 确定性，以产业链供应链的韧性来抵御外部的冲击。 工业生产景气度保持平稳 经济学家们认为，接下来应进一步提振信心、扩大内需、深化开放、强化创新，将外部的压力转化为转 型升级的动力。 尽管面临外部冲击影响加大、内部困难挑战叠加的复杂局面，但随着稳经济、稳就业政策措施加快落地 见效，中国主要经济指标有望保持平稳运行。 国家统计局将于6月16日发布5月份宏观经济数据。机构分析，工业、消费、投资等多项经济指标亮点频 现，国民经济应变克难稳定运行，发展质量持续提升。 中信证券分析，2024年同期基数走高，或对5月社会消费品零售总额同比增速构成一定拖累。分商品 看，在"国补"和"618"大促的带动下，家电、通讯器材类商品消费或延续较好表现。预计5月社零同比或 增长4.4%左右。 民生银行首席经济学家温彬表示，5月份，节日需求释放带动相关服务业表 ...

----国信期货螺纹钢周报 2025年6月8日 国信期货研究所 目 录 CONTENTS 1 螺纹钢期货行情回顾 2 期货市场环境：宏观、比价、基差 3 螺纹钢供需概况 4 后市展望 国信期货研究所 第 一部 国信期货研究所 原料反弹 带动成材运行重心上移 P a rt 分 1 螺纹钢期货行情回顾 1.1 近期重要信息概览 国信期货研究所 经济数据 数据来源：WIND 国信期货 Mysteel 免责声明：本报告以投资者教育为目的，不构成任何投资建议。 4 1. 国家统计局数据显示， 1—4月份，全国房地产开发投资27730亿元，同比下降10.3%（按可比口径计算，详见附注6）；其中，住宅投资 21179亿元，下降9.6%。1—4月份，房地产开发企业房屋施工面积620315万平方米，同比下降9.7%。其中，住宅施工面积431937万平方米， 下降10.1%。房屋新开工面积17836万平方米，下降23.8%。其中，住宅新开工面积13164万平方米，下降22.3%。房屋竣工面积15648万平方米， 下降16.9%。其中，住宅竣工面积11424万平方米，下降16.8%。 1—4月份，新建商品房销售面积28262万平方 ...