Group 1 - Japan is experiencing unprecedented pain due to rising rice prices, which have doubled compared to the same period last year, with a 5-kilogram bag averaging 212 RMB [1][2] - The Japanese government is urged to implement effective relief measures and fundamental reforms to correct decades of erroneous policies to stabilize public sentiment [1] - The current inflation rate has exceeded the Bank of Japan's target of 2% for 36 consecutive months, with real wages declining in the first three months of 2025 [1] Group 2 - The average rice price in Japan has increased by 100% since last year, leading to temporary rice shortages despite the activation of national strategic rice reserves [2] - Japan's long-standing policy of encouraging farmers to reduce rice cultivation to support prices is still being upheld by the current Prime Minister, rather than promoting Japan as a global rice export powerhouse [2] - Approximately 25% of Japan's population is engaged in agriculture, which is closely tied to the automotive industry, currently facing significant challenges [2]

金十数据5月8日讯，美世咨询欧洲经济和动态资产配置主管Julius Bendikas表示，英国央行货币政策委 员会面临着一个棘手的平衡问题，即通胀和工资水平仍居高不下。全球贸易问题可能会给经济增长和通 胀带来下行压力。我们预计，随着物价和工资通胀进一步放缓，英国央行将继续降息，到2026年将降息 至3.5%或更低。 分析师：待物价和工资通胀进一步放缓，英国央行将继续降息 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry [1]. Core Insights - The production sector shows an overall improvement compared to the same period last year, with various operational rates indicating a positive trend [11]. - The consumption sector is experiencing a seasonal decline in box office revenues post-Spring Festival, while passenger car sales remain at a high level [17]. - The real estate and infrastructure sector is witnessing a high level of second-hand housing sales, indicating strong market activity [20]. - Recent data shows a significant recovery in infrastructure-related high-frequency data following the resumption of work after the holiday [22]. - The import and export sector indicates a divergence between domestic and international freight rates [26]. - Consumer Price Index (CPI) shows a weakening trend in agricultural and pork prices, while Producer Price Index (PPI) reflects a rebound in domestic and international commodity prices [30][32]. - The transportation sector is experiencing a seasonal increase in subway ridership in major cities post-holiday, while flight operations show a seasonal decline [36][38]. Summary by Sections Production - The operational rates for various sectors, including steel and tire production, are showing positive trends compared to previous periods [11][13]. Consumption - The box office revenue has decreased significantly, with a drop of 33.5 million yuan, while passenger car sales remain robust [17]. Real Estate and Infrastructure - The transaction area for new homes in 30 major cities increased to 167.74 million square meters, up from 149.91 million square meters, reflecting a 17.83% increase [20]. - The land premium rate in 100 major cities rose to 22.59%, up from 8.75%, indicating increased competition for land [22]. Import and Export - The Shanghai export container freight index decreased to 1,319.34, down from 1,436.30, while the Baltic Dry Index increased to 1,669.00, up from 1,400.00 [26]. Price Inflation - The average wholesale price of pork is 20.79 yuan per kilogram, slightly down from 20.81 yuan, while the agricultural product wholesale price index shows minimal change [30]. Transportation - Subway ridership in Beijing decreased to 755.48 million trips, while Guangzhou saw an increase to 941.91 million trips, indicating varied recovery rates across cities [36][38].