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中国宏观周报(2025年7月第2周)-20250714
Ping An Securities· 2025-07-14 06:12
Industrial Sector - China's cement clinker capacity utilization rate increased by 1.3% this week[10] - The operating rate of petroleum asphalt rose by 3.2% this week[14] - The operating rate of automotive semi-steel tires increased by 3.6% this week[18] Real Estate - New home sales area growth rate increased by 0.7 percentage points year-on-year compared to last week[2] - The second-hand housing listing price index decreased by 0.29% in the last four weeks as of June 30[23] Domestic Demand - Retail sales of passenger cars from July 1-6 reached 238,000 units, a year-on-year increase of 1%[29] - The retail sales of major home appliances grew by 10.9% year-on-year in the last four weeks as of June 27[29] - The volume of postal express collection increased by 16.1% year-on-year as of July 6[31] External Demand - Port cargo throughput increased by 4.1% year-on-year as of July 6, up 3.4 percentage points from last week[34] - South Korea's export value increased by 9.5% year-on-year in the first ten days of July, up 5.2 percentage points from June[34]