Core Viewpoint - The natural gas heavy truck market in China has experienced a significant decline in sales, with a year-on-year decrease of 34% in May 2025, marking the third consecutive month of decline, indicating a challenging market environment for the industry [2][6][10]. Sales Performance - In March and April 2025, the natural gas heavy truck market saw year-on-year declines of 26% and 35%, respectively, leading to a total sales volume of 14,000 units in May, which is a 34% decrease compared to the same month last year [2][6][10]. - The overall heavy truck market sold 63,100 units in May, showing an 18% year-on-year increase, while the natural gas heavy truck segment lagged behind, capturing only 22.10% of the market share in May, down from 24.86% in April [10][24]. Market Trends - The first five months of 2025 saw a cumulative sales volume of 78,000 units for natural gas heavy trucks, reflecting a 16% year-on-year decline, with a notable decrease of 14,600 units compared to the same period last year [29][33]. - The market share of natural gas heavy trucks has decreased from 36.47% in the same period last year to 27.33% in 2025 [10][33]. Regional Analysis - Sales distribution across regions remains uneven, with Hebei, Shanxi, Henan, Shandong, and Xinjiang accounting for a significant portion of the sales, with Hebei alone contributing nearly 15% [16][18]. - Some regions, such as Xinjiang, Sichuan, Inner Mongolia, Gansu, Chongqing, Jilin, and Beijing, have shown growth in sales during the first five months of 2025, while major provinces like Hebei and Shanxi have experienced declines [18]. Company Performance - In May 2025, the top-selling companies in the natural gas heavy truck market included FAW Jiefang, Dongfeng, and China National Heavy Duty Truck, with sales of 3,382, 2,966, and 2,963 units, respectively [20][22]. - Among the top ten companies, five experienced sales growth, while eight saw declines, with the most significant drop being 86% for one company [24][27]. Price Influence - Natural gas prices have remained relatively stable, averaging around 4,400 yuan/ton in January and February, rising to nearly 4,600 yuan/ton in March and April, before decreasing to approximately 4,500 yuan/ton in May [13][14]. - The narrowing price gap between natural gas and diesel, with diesel prices dropping below 6.5 yuan/L in many northern regions, has diminished the competitive advantage of natural gas heavy trucks [14].

加拿大4月核心零售销售环比 -0.3%，预期 -0.2%，前值 -0.7%。 ...

加拿大4月零售销售环比 0.3%，预期 0.4%，前值 0.8%。 ...

Core Insights - Canada's core retail sales in April decreased by 0.3%, contrasting with the expected increase of 0.2% and a prior value that was revised from -0.7% to -0.8% [1]

Group 1 - Canada's retail sales in April increased by 0.3%, which was below the expected increase of 0.5% and lower than the previous month's increase of 0.8% [1]

Group 1 - Canadian retail sales for April and the U.S. June Philadelphia Fed manufacturing index are set to be released in ten minutes [1]

中国建筑（601668）公告，2025年1-5月新签合同总额18412亿元，同比增长1.7%。其中，建筑业务新签 合同额17108亿元，同比增长2.2%。具体来看，房屋建筑新签合同额11120亿元，同比下降4.0%；基础 设施新签合同额5939亿元，同比增长16.2%；勘察设计新签合同额49亿元，同比下降15.3%。分区域 看，境内新签合同额16324亿元，同比增长3.5%；境外新签合同额784亿元，同比下降19.7%。此外，房 屋建筑施工面积14.77亿平方米，同比下降0.3%；新开工面积1.08亿平方米，同比增长3.0%；竣工面积 5497万平方米，同比下降17.2%。地产业务方面，合约销售额1304亿元，同比下降4.0%；合约销售面积 455万平方米，同比下降6.4%。期末土地储备7625万平方米，新购置土地储备271万平方米。 ...

英国5月季调后核心零售销售年率 -1.3%，预期1.8%，前值由5.30%修正为5.2%。 ...

英国5月核心零售销售同比 -1.3%，预期 1.8%，前值 5.3%。 ...

Group 1 - The core point of the article indicates that the UK retail sales for May showed a significant decline, with a seasonally adjusted month-on-month rate of -2.7%, which was much worse than the expected -0.5% [1] - The previous value of retail sales was revised from 1.20% to 1.3%, indicating a downward adjustment in prior performance [1]