农产品价格

Search documents
债市跟随股市起舞
Ge Lin Qi Huo· 2025-08-23 11:17
证监许可【2011】1288号 报告 债市跟随股市起舞 2025年8月23日 更多精彩内容 请关注 格林大华期货 官方微信 研究员:刘洋 联系方式:liuyang18036@greendh.com 期货从业资格证号:F3063825 期货交易咨询号:Z0016580 国债期货一周行情复盘 本周国债期货主力合约周一跳空低开后大幅下跌,周二横向波动,周三大幅下跌,周四探底反弹,周五略有回落, 全周30年国债跌1.05%,10年国债跌0.52%,5年国债跌0.28%,2年国债跌0.03%。 数据来源:wind,格林大华 国债现券到期收益率曲线变动 8月22日收盘国债现券到期收益率曲线与8月15日相比表现整体平行上移。2年期国债到期收益率从8月15 日的1.40%上行3个BP至8月22日的1.439% ;5年期国债到期收益率从8月15日的1.59%上行4个BP至8月22日 的1.63% ;10年期国债到期收益率从8月15日的1.75%上行3个BP至8月22日的1.78% ;30年期国债到期收 益率从8月15日的2.05%上行3个BP至8月22日的2.08% 。 7月份,全国一般公共预算收入20273亿元,同比增长2. ...
国内高频 | 集运价格连续上涨(申万宏观·赵伟团队)
赵伟宏观探索· 2025-06-26 16:07
Group 1: Industrial Production - Industrial production shows seasonal characteristics of a downturn, with a slight decrease in blast furnace operating rates, down 0.3 percentage points year-on-year to 1.0% [2][48] - Midstream production is mixed, with soda ash and polyester filament operating rates increasing by 0.4 percentage points to -3.0% and 3.8% respectively, while PTA operating rates decreased by 0.2 percentage points to 5.0% [2][48] - Cement production and demand remain weak, with national grinding operating rates down 3.6 percentage points to -4.6% and cement shipment rates down 0.2 percentage points to -4.2% [2][48] Group 2: Construction and Infrastructure - Overall infrastructure construction is weak, with asphalt operating rates slightly declining by 0.4 percentage points to 5.3% [2][48] - Cement inventory continues to rise, with a year-on-year increase of 1.1 percentage points to 3.3% [13] Group 3: Demand and Shipping - Port cargo throughput and container throughput have rebounded, increasing by 5.7 percentage points to 3.6% and 4.1 percentage points to 5.3% respectively [2][48] - The average daily transaction area of new homes in 30 major cities has significantly decreased, down 13.9 percentage points year-on-year to -5.1%, with first-tier cities experiencing a drop of 38.3 percentage points to -14.2% [24][48] Group 4: Price Trends - Agricultural product prices have generally declined, with significant drops in egg, fruit, and pork prices, down 1.5%, 1.3%, and 0.4% respectively [3][49] - Industrial product prices have rebounded, with the South China industrial product price index increasing by 3.1% [3][49]
国内经济周报:国内高频:集运价格连续上涨-20250625
Shenwan Hongyuan Securities· 2025-06-25 09:38
Group 1: Industrial Production - Industrial production shows signs of seasonal weakness, with blast furnace operating rates slightly down by 0.3 percentage points year-on-year to 1%[4] - Midstream production is mixed, with soda ash operating rates up by 0.4 percentage points to -3% and polyester filament operating rates up by 0.4 percentage points to 3.8%[4] - Cement grinding rates decreased by 3.6 percentage points year-on-year to 4.6%, indicating weak construction activity[4] Group 2: Downstream Demand - Port cargo throughput increased by 5.7 percentage points year-on-year to 3.6%, while container throughput rose by 4.1 percentage points to 5.3%[5] - Daily average transaction area of new homes in 30 major cities fell significantly, down by 38.3 percentage points year-on-year to 14.2%[5] - Shipping prices saw a substantial increase, with the CCFI composite index rising by 8% week-on-week, particularly on the US West Coast where rates surged by 14.8%[5] Group 3: Price Trends - Agricultural product prices declined, with egg prices down by 1.5%, fruit prices down by 1.3%, and pork prices down by 0.4%[5] - Industrial product prices showed a rebound, with the Nanhua Industrial Price Index increasing by 3.1% week-on-week, and the energy chemical price index rising by 5.6%[5] - The metal price index decreased slightly by 0.2% week-on-week, indicating mixed trends in industrial commodities[5] Group 4: Risks - Potential risks include unexpected changes in trade conditions, uncertainties in policy responses, and the effectiveness of policy transmission mechanisms[6]
商务预报:5月12日-18日36个大中城市食用农产品零售价格情况
Shang Wu Bu Wang Zhan· 2025-05-23 01:51
Price Trends in Various Categories - The retail price of rice is 6.55 yuan/kg, showing a month-on-month increase of 0.2% and a year-on-year decrease of 1.1% [1] - The retail price of flour is 6.16 yuan/kg, with a month-on-month increase of 0.2% and a year-on-year decrease of 3.4% [1] - The price of soybean oil is 12.90 yuan/kg, remaining stable with no change month-on-month and a year-on-year decrease of 2.6% [1] - Peanut oil is priced at 28.53 yuan/kg, also stable month-on-month with a year-on-year decrease of 1.5% [1] - Canola oil is at 16.86 yuan/kg, showing a slight month-on-month increase of 0.1% and a year-on-year decrease of 2.7% [1] - Mixed oil is priced at 15.67 yuan/kg, with a month-on-month decrease of 0.1% and a year-on-year decrease of 2.6% [1] Meat and Poultry Prices - The price of pork (hind leg meat) is 28.57 yuan/kg, showing a month-on-month decrease of 0.1% and a year-on-year increase of 3.3% [1] - The price of white strip chicken is 24.87 yuan/kg, with a month-on-month decrease of 0.3% and a year-on-year decrease of 0.6% [1] - Fresh eggs are priced at 10.25 yuan/kg, showing a month-on-month decrease of 0.2% and a year-on-year decrease of 3.8% [1] Aquatic Products Pricing - The price of carp is 21.85 yuan/kg, with a month-on-month increase of 0.7% and a year-on-year decrease of 2.0% [1] - The price of silver carp is 22.40 yuan/kg, showing a month-on-month increase of 0.4% and a year-on-year increase of 8.1% [1] - Grass carp is priced at 22.51 yuan/kg, with a month-on-month increase of 0.4% and a year-on-year increase of 3.8% [1] - Crucian carp is at 29.38 yuan/kg, showing a month-on-month increase of 0.1% and a year-on-year increase of 1.9% [1] - Large hairtail is priced at 47.53 yuan/kg, with a month-on-month decrease of 0.8% and a year-on-year decrease of 1.5% [1] - Large yellow croaker is at 52.21 yuan/kg, showing a month-on-month decrease of 0.4% and a year-on-year increase of 8.5% [1] Vegetable Price Overview - The average price of vegetables is 6.95 yuan/kg, showing a month-on-month decrease of 0.9% and a year-on-year decrease of 8.1% [1] - The top five vegetables with the highest month-on-month price increases include cauliflower (6.42 yuan/kg, +1.9%), carrot (5.46 yuan/kg, +1.5%), lotus root (10.18 yuan/kg, +1.3%), asparagus lettuce (6.06 yuan/kg, +1.0%), and yam (11.49 yuan/kg, +0.9%) [1] - The top five vegetables with the largest month-on-month price decreases include onion (4.36 yuan/kg, -3.3%), cucumber (5.98 yuan/kg, -3.1%), lettuce (6.52 yuan/kg, -2.8%), chives (7.83 yuan/kg, -2.6%), and winter melon (4.56 yuan/kg, -2.4%) [1]