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国内高频 | 汽车销量持续走强(申万宏观·赵伟团队)
赵伟宏观探索· 2025-05-29 23:00
Industrial Production - Industrial production remains stable, with a slight year-on-year decrease in blast furnace operating rates by 0.4 percentage points to 2.1% [1][4] - Chemical production shows marginal recovery, with soda ash, PTA, and polyester filament operating rates increasing by 0.1, 0.7, and 0.8 percentage points respectively [1][17] - The operating rate of automotive semi-steel tires has slightly decreased by 0.2 percentage points to -2.6% [1][17] Construction Industry - Construction activity has weakened, with significant declines in grinding and cement shipment rates, down 1.1 percentage points to -4.6% and 1 percentage point to -8% respectively [1][29] - The asphalt operating rate has notably decreased by 8.8 percentage points to -2% [1][41] - Cement average prices continue to decline [1][29] Downstream Demand - New housing transactions show marginal improvement, with average daily transaction area increasing by 14.2% year-on-year to 0.9%, particularly in first and second-tier cities [2][53] - Automotive sales remain strong, with retail and wholesale volumes increasing by 15.4% to 28.5% and 21.4% to 22.1% respectively [2][80] - Port cargo throughput related to exports has improved, while container shipping prices show mixed performance [2][89] Price Trends - Prices of agricultural and industrial products have generally declined, with pork, vegetables, fruits, and eggs decreasing by 0.2%, 1.1%, 1.5%, and 1.3% respectively [2][99] - The South China industrial product price index has decreased by 1%, with energy and chemical prices down by 1.3% and metal prices down by 0.6% [2][111]
泰州市服务业一季度保持稳健向好态势
Sou Hu Cai Jing· 2025-05-26 23:10
Group 1: Economic Performance - In the first quarter, the service industry in Taizhou achieved a value-added of 964.8 billion yuan, with a year-on-year growth of 7.3%, accounting for 52.1% of GDP and contributing 62.3% to economic growth, driving GDP growth by 3.7 percentage points [1] - The total retail sales of social consumer goods reached 538.77 billion yuan, with a year-on-year growth of 7%, ranking fifth in the province [3] Group 2: Logistics and Financial Sector - Taizhou Port's cargo throughput reached 105 million tons, and container throughput was 111,000 TEUs, with a year-on-year growth of 4.3% [2] - The balance of loans from financial institutions in Taizhou increased by 13.3% year-on-year, ranking second in the province, with loan interest rates hitting historical lows [2] Group 3: Policy and Project Development - Taizhou is advancing key projects, including a 2 billion yuan investment in a national grain logistics core hub, expected to increase grain throughput by 5.9 million tons and generate over 1 billion yuan in tax revenue [4] - A total of 22 projects in Taizhou were selected as key provincial service industry projects, with a planned total investment of 290.8 billion yuan [4] Group 4: Future Development Strategy - Taizhou aims to enhance the modern service industry by integrating it with advanced manufacturing, focusing on urban characteristics, and increasing the influence of the "Taizhou Service" brand, targeting a service industry value-added of over 400 billion yuan by 2027 [5]