夜幕降临，邻居小陈满面愁容地敲开了我家门，开口便抛出了一个让人深思的问题："你说，我这房子 现在到底该卖不该卖？"。他那套老房子买了将近十年，如今有人出价，足足比当初买入时高出了五十 万。然而，小陈的内心却充满了矛盾，他既渴望抓住这次盈利的机会，又担心一旦出售，房价再度上 涨，到时候想买都买不起了。 小陈的纠结，实际上是当下无数人的真实写照。手里握有房产的人，内心挣扎于是否要抛售；而那些尚 未拥有住房的人，也在犹豫着是否要踏入市场。这个问题看似简单，背后却牵扯着错综复杂的因素，值 得我们深入探讨。 当下房地产市场的局势确实让人难以捉摸。根据国家统计局最新发布的数据，截至2024年12月，全国70 个大中城市中，新建商品住宅价格环比出现下降的城市达到了48个，而价格上涨的城市仅有15个。二手 房市场的表现更是疲软，价格环比下降的城市数量高达55个。这些数字清晰地表明，楼市正处在一个调 整期，市场正在经历变化。 让我们首先分析一下当前购房者的心态。中国房地产业协会的调研数据显示，2024年购房群体中，刚性 需求占据了65%的比例，改善性需求占比为28%，而投资性需求仅占7%。这种结构性的变化非常显著， 意味着投资 ...

【苯乙烯供应充足，需求以刚性为主】10月15日恒银期货研报指出，近期受上游原油价格拖累，多数能 化品种回落，苯乙烯也不例外。 供应端，国内部分装置检修计划落实，行业开工率从高位回落，产量 有波动，进口到港量环比减少，短期库存压力缓解，但整体供应仍充足。 需求侧，下游EPS和PS行业 开工率小幅回升，提供一定支撑。不过终端家电等领域订单无明显增量，市场跟进有限，采购积极性不 高，整体以刚性需求为主。 库存方面，近期港口库存有所积累，去库压力仍存，后续需关注供需边际 变化。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 ...

Group 1 - The core viewpoint is that Shenzhen's real estate market has shown strong performance in the first half of the year, with a significant increase in transaction volume, particularly among first-time homebuyers [1][2] - According to Shenzhen Beike Research Institute, as of June 25, approximately 64,000 new and second-hand homes were sold, representing a year-on-year increase of 49.6%, with residential transactions nearing 50,000, up 38.3% [1] - The market is experiencing a shift in trading sentiment, with high-efficiency new properties gaining market acceptance, while average units are seeing slower sales, prompting developers to increase promotional efforts [1][2] Group 2 - The second-hand housing market continues to operate under a "price for volume" strategy, with factors such as relaxed purchase restrictions and lower interest rates contributing to a stabilization in prices [2] - The transaction structure for second-hand homes shows that low-priced properties dominate, with units priced below 40,000 yuan per square meter accounting for 40.8% of transactions, an increase of 9 percentage points year-on-year [2] - There is an expectation for more supportive policies in the second half of the year to maintain market momentum, driven by the demand from high-income groups and the ongoing development of emerging industries [2][3] Group 3 - The intention to list second-hand homes has decreased, indicating that most homeowners still have confidence in the Shenzhen real estate market [3] - It is anticipated that the market's transaction activity will increase in the second half of the year due to a combination of relaxed policies and the traditional peak sales season [3] - There is potential for further optimization of restrictive policies in major cities, including improvements in public housing loans and increased purchasing subsidies [3]

Group 1 - The core viewpoint of the articles highlights the stability of Moutai's pricing amidst fluctuations during the 618 shopping festival, indicating consumer confidence in the brand despite market adjustments [1][2][3] - Moutai's average transaction price is reported at 2366 yuan per bottle, with original box prices at 2146 yuan, reflecting a slight increase in prices during the promotional period [2] - The demand for Moutai remains strong, with reports of tight supply in various markets, leading to price increases in certain regions, such as Dongguan where prices rose to 2800 yuan [2] Group 2 - Industry experts suggest that the impact of e-commerce subsidies on Moutai's terminal prices is minimal, primarily serving as a marketing strategy rather than a long-term pricing influence [2] - The analysis draws parallels between Moutai and international luxury brands like Hermes, emphasizing the strong value system and price stability that top-tier brands maintain [3] - The overall sentiment in the market indicates that Moutai's fundamental demand remains unchanged, with its unique attributes ensuring a strong "inelastic demand" characteristic [2]

Core Viewpoint - The asphalt spot prices have been experiencing a continuous decline since March, primarily due to slow demand initiation and falling crude oil prices, leading to weakened cost support [2][3]. Group 1: Price Trends - Since early March, the average asphalt spot price has dropped to 3821.79 yuan/ton by March 14, a decrease of 3.8 yuan/ton compared to early February [2]. - The average operating load rate of asphalt plants was 34.85% as of March 12, showing an increase of 3.11 percentage points compared to the previous month [3]. Group 2: Crude Oil Impact - As of March 13, crude oil prices have been on a continuous decline, with the average price of West Texas Intermediate (WTI) crude at 66.98 USD/barrel, down 4.77 USD/barrel from early February, and Brent crude at 70.16 USD/barrel, down 5.19 USD/barrel [2]. - The decline in crude oil prices has negatively impacted the asphalt market sentiment and weakened the cost support for asphalt [2]. Group 3: Market Conditions - The asphalt market is currently facing a supply surplus, with insufficient rigid demand and poor project initiation in the terminal market [3]. - The market is expected to maintain weak fluctuations in the near term due to mixed signals and a lack of significant cost support [3].