PPI触底反弹
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招商证券:锂原材料价格上涨 7月汽车产销三个月滚动同比增幅扩大
智通财经网· 2025-08-14 23:56
Group 1 - DMC prices have decreased this week, while most lithium raw materials and cobalt product prices have increased [1] - The photovoltaic price index remained stable compared to last week, with polysilicon, components, battery cells, and silicon wafer price indices unchanged [1] - The cumulative year-on-year growth rate of solar power generation capacity in China from January to June has narrowed [1] Group 2 - The rolling year-on-year growth rate of automobile production and sales has expanded in July [1] - The rolling four-week average year-on-year growth rate of cargo throughput and container throughput at Chinese ports has increased [1] - The CCFI has declined, while CCBFI, BDI, and BDTI have risen [1] Group 3 - The "anti-involution" competition and industry self-discipline production restrictions have led to price increases in various sectors, including coking coal, battery cells, polysilicon, lithium carbonate, lithium hydroxide, and glass [1] - Steel and some chemical product prices have rebounded due to improved profitability and cost support [1] - The overall expectation of industry clearing has driven the rebound in prices of black and non-ferrous commodities, which is a key factor in stopping the decline of PPI [1] Group 4 - The semiconductor sector has seen an increase in the Philadelphia Semiconductor Index and Taiwan Semiconductor Industry Index [2] - DDR5 DRAM memory prices and NAND index have risen week-on-week, while DRAM index has also increased [2] - The revenue performance of electronic manufacturers in Taiwan has shown divergence in July [2] Group 5 - The average transaction volume of construction steel has decreased over the past ten days, while rebar prices have increased [3] - The price of coal has risen, with Qinhuangdao mixed coal prices increasing, while the price of Shanxi coking coal has decreased [3] - The national cement price index has declined [3] Group 6 - The net absorption in the money market has been observed [3] - The turnover rate and daily transaction volume of A-shares have increased [3] - The transaction area of commercial housing has decreased, along with the listing volume and price index of second-hand houses [3] Group 7 - The ex-factory price of natural gas in China has decreased, along with the futures price of natural gas in the UK [3] - The average daily power generation of key power plants in China has shown an expanding year-on-year growth rate over the past 12 weeks [3]