方正中期期貨研究院李彥森月方正中期期貨以金融服務(wù)成就美好生活為使命，致力于成為廣受客戶信賴的金融衍生品綜合服務(wù)商。FuturesCoLtdtakesleadingabetterlifewithourfinancialservicesasourmissionaimingtobeawidelytrustedcomprehensivefinancialderivativesserviceprovider. 春節(jié)影響消除后，上中下游產(chǎn)業(yè)大部分指標(biāo)出現(xiàn)好轉(zhuǎn)，國(guó)內(nèi)經(jīng)濟(jì)復(fù)蘇繼續(xù)加快。具體來看，上游原材行業(yè)多加速補(bǔ)庫存，春節(jié)假期結(jié)束后物流和供應(yīng)鏈效率明顯提升，但出口風(fēng)險(xiǎn)仍需警惕。中游行業(yè)中，內(nèi)需為主的原材料行業(yè)如黑色等改善明顯，化工行業(yè)表現(xiàn)不一。發(fā)電、夜光指標(biāo)暗示制造業(yè)也正在繼續(xù)快速恢復(fù)。下游消費(fèi)修復(fù)步伐不變，其中汽車等耐用品消費(fèi)回補(bǔ)前期缺失量帶動(dòng)中上游生產(chǎn)提速。服務(wù)消費(fèi)已恢復(fù)至常態(tài)。交通情況則顯示城市內(nèi)部商業(yè)服務(wù)活躍狀態(tài)明顯提升，結(jié)合城際交通改善，供給進(jìn)一步釋放，也符合主動(dòng)加庫存的周期階段。房地產(chǎn)銷售也有走強(qiáng)，且市場(chǎng)信心開始提升。目前房地產(chǎn)仍處于修復(fù)初期，未來上行斜率仍需繼續(xù)觀察尤其三線城市，但預(yù)計(jì)年內(nèi)走好的趨勢(shì)不變。通脹方面，預(yù)計(jì)CPI同比增速小幅下降至1.9%左右，PPI同比增速下降至-1.3%左右。上游行業(yè)：大宗商品&物流上游行業(yè)中，動(dòng)力煤價(jià)格繼續(xù)回落、庫存回升，但焦煤價(jià)格出現(xiàn)上漲。有色金屬中銅、鋁現(xiàn)貨價(jià)格上漲，鋅、鉛繼續(xù)下降。銅、鋁庫存則超季節(jié)性上升，鋅庫存增量符合季節(jié)性。大宗進(jìn)出口或出現(xiàn)邊際改善。國(guó)內(nèi)交運(yùn)方面，CCBFI和公路運(yùn)價(jià)均有小幅下跌，表現(xiàn)強(qiáng)于季節(jié)性。鐵路和公路貨運(yùn)量、港口貨物吞吐量均有明顯上升，國(guó)內(nèi)外航空貨運(yùn)量也有上升，但集裝箱吞吐量下降。情況表明，上游原材行業(yè)多數(shù)加速補(bǔ)庫存，大宗商品價(jià)格反彈趨勢(shì)放慢，春節(jié)假期結(jié)束后物流和供應(yīng)鏈效率明顯提升，但出口風(fēng)險(xiǎn)仍需要警惕。3上游行業(yè)高頻數(shù)據(jù)變動(dòng)情況行業(yè)指標(biāo)名稱頻率單位最新數(shù)據(jù)日期本表數(shù)據(jù)日期月均值月均同比上月同比同比變動(dòng)月均環(huán)比上月環(huán)比去年環(huán)比上游煤炭環(huán)渤海動(dòng)力煤價(jià)格指數(shù)黃驊港動(dòng)力煤平倉(cāng)價(jià)環(huán)渤海煤炭港口場(chǎng)存CCTD主流港口煤炭庫存動(dòng)力煤期貨結(jié)算價(jià)焦煤期貨結(jié)算價(jià)周日日周日日元/噸元/噸萬噸萬噸元/噸元/噸2023/3/12023/3/32023/3/32023/2/272023/3/32023/3/32023/2/282023/2/282023/2/282023/2/282023/2/282023/2/28732.751095.702718.866282.70 799.921887.552.65%72.87%33.78% -23.79%28.95%34.41% 4.25%12.87%-0.64%-26.30%38.46%29.54%-5.15%-0.17%-9.49%9.34%13.59%-3.27%92%0.00%-7.52%9.66%-0.52%-4.01%0.48%13.70%10.74%8.81%有色LME銅現(xiàn)貨價(jià)格LME鋁現(xiàn)貨價(jià)格LME銅庫存LME鋁庫存全國(guó)主要市場(chǎng)庫存：銅上海有色電解鋁現(xiàn)貨庫存全國(guó)主要市場(chǎng)庫存：鋅錠長(zhǎng)江有色市場(chǎng):平均價(jià):銅:1#長(zhǎng)江有色市場(chǎng):平均價(jià):鋁:A00長(zhǎng)江有色市場(chǎng):平均價(jià):鋅:0#長(zhǎng)江有色市場(chǎng):平均價(jià):鉛:1#日日日日半周半周半周日美元/噸美元/噸萬噸萬噸萬噸萬噸萬噸元/噸元/噸元/噸元/噸2023/3/32023/3/32023/3/32023/3/32023/3/22023/3/22023/3/22023/3/32023/3/32023/3/32023/3/32023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/288955.202417.28 6.59 52.06 30.69 119.54 39 68898 655 23391235-9.92%-25.87%-36.73%68.29%17.10%-29.56% -3.48% -8.36%-7.94% -9.49%-53.56%110.19% -3.39%-36.68% -3.94% -4.91%-0.01%-8.75%-4.61%16.83%-41.90%20.49%77.12%0.46%-4.-4.30%-3.45%-0.50%-2.88%27.63%94.61%66.31%124.64%60%77%-2.41%7.56%3.93%-3.44%63.10%46.22%92.27%2.06%-3.55%-2.70%69%8.58%-6.33%143.06%37.21%101.93%1.12%7.10%27%0.15%大宗商品RJ/CRB商品價(jià)格指數(shù)工業(yè)品價(jià)格指數(shù)布倫特原油現(xiàn)貨價(jià)格WTI原油現(xiàn)貨價(jià)格日日日日點(diǎn)點(diǎn)美元/桶美元/桶2023/3/12023/3/32023/3/32023/3/32023/2/282023/2/282023/2/282023/2/28270.233910.98 82.6676.902.64%10.20%11.90%14.96%-5.08%-5.73%-9.26%-4.76%0.74%-0.33%0.14%2.24%2.10%2.22%7.63%5.09%12.55%10.40%交運(yùn)物流波羅的海干散貨指數(shù)(BDI)中國(guó)進(jìn)口干散貨運(yùn)價(jià)指數(shù)(CDFI)中國(guó)出口集裝箱運(yùn)價(jià)指數(shù)(CCFI)中國(guó)沿海散貨運(yùn)價(jià)指數(shù)(CCBFI)中國(guó)公路物流運(yùn)價(jià)指數(shù)日日周周周點(diǎn)點(diǎn)點(diǎn)點(diǎn)點(diǎn)2023/3/32023/3/32023/3/32023/3/32023/2/222023/2/282023/2/282023/2/282023/2/282023/2/28658.35887.721103.731019.751034.06-64.12%-29.30%-68.51% -2.64%5.17%-48.39%-20.24%-65.65% -7.98%3.21%-9.06%-2.86%5.34%96%-27.56%-5.07%-8.48%-0.27%-0.33%-37.47%-8.79%0.67%4.21%7.09%-0.18%-5.73%-2.19%45年均值-17.39%0.00%-0.17%1.92%-4.01%20235年均值煤炭?jī)r(jià)格高頻數(shù)據(jù)季節(jié)性5年均值-17.39%0.00%-0.17%1.92%-4.01%20235年均值20202020202120222023-7.52%-9.49%-7.52%123456789101112 -3.27%-3.27%12345678910111250%40%30%20%10%0%-20%-30%-40%50%40%30%20%10%0%-20%-30%-40%-50%20202020202021202212345678910111212345678910111220%15%10%5%0%-5%30%20%10%0%-20%-30%-40%52718.8620202021202220235年均值2486.5412345678910112718.8620202021202220235年均值2486.5412345678910111229002700250023002100190017001500800020208000 2021煤炭庫存:CCTD主流港口:合計(jì)7500202750020235年均值70006500 6282.76500 60005530.8555005000450040001234567891011127-2.70%-2.41%6%4%2%0%-2%-4%-6%有色行業(yè)高頻數(shù)據(jù)季節(jié)性-2.70%-2.41%6%4%2%0%-2%-4%-6%202020202021202220232.06%1.60%1234567820232.06%1.60%12345678910111215%10%5%0%-5%-20%15%10%5%0%-5%15%長(zhǎng)江有色市場(chǎng):平均價(jià):鋁:A00M/M15%5%1.77%0%-3.55%-5%-20%123456789101112 -1.18%-1.67%123456789101112850%-15.10%-0.有色行業(yè)高頻數(shù)據(jù)季節(jié)性50%-15.10%-0.現(xiàn)貨結(jié)算價(jià):LME銅M/123456789101112 5年均值現(xiàn)貨結(jié)算價(jià):LME鋁M 5年均值3.93%3-2.88%12345678910111215%10%5%0%-5%-20%15%10%5%0%-5%-3.44% -19.47%12391011412391011月均庫存:LME27.63%1234567827.63%120%100%80%60%40%20%0%-20%-40%-60%50%40%30%20%10%0%-20%-30%9119.5471.88有色行業(yè)高頻數(shù)據(jù)季節(jié)性119.5471.882021全國(guó)主要市場(chǎng)庫存：銅202230.6915.7712345678910111217.39 7.7412345678910111200400005050502022181801601401201008060402001234567891011120.14%-128%15%10%5%. 大宗商品指數(shù)高頻數(shù)據(jù)季節(jié)性0.14%-128%15%10%5%. RJ/CRB商品價(jià)格指數(shù)123456789101112英國(guó)布倫特現(xiàn)貨油價(jià)M/20222.22%-1.69%12345678910111215.0%10.0%5.0%0.0%-5.0%-20.0%80.0%60.0%40.0%20.0%0.0%-20.0%-40.0%-60.0%2.24%0.74%0%-5%-20%12345678910111280.0%80.0%40.0%20.0%2.10%-0.33%2.10%0.0%-20.0%-40.0%-60.0%123456789101112-8.48%-11.23%-5.07%-12.14%交運(yùn)行業(yè)高頻數(shù)據(jù)季節(jié)性——海外運(yùn)價(jià)-8.48%-11.23%-5.07%-12.14%150%波羅的海干散貨指數(shù)(BDI)150%波羅的海干散貨指數(shù)(BDI)M/M100%50%0%-27.56%-37.47%-50%123456789101112202040%30%20%10%0%2021中國(guó)出口集裝箱運(yùn)價(jià)指數(shù)(40%30%20%10%0%-20%-30%12345678910111250%40%30%20%10%0%50%40%30%20%10%0%-20%-30%1234567891011123%2%2%1%1%0%-2%-2%-3%3%2%2%1%1%0%-2%-2%-3%2021中國(guó)沿海散貨運(yùn)價(jià)指數(shù)(CCBFI)M/M-0.27%-8.79%12345678910111220%15%10%5%0%-5%-20%-25%中國(guó)公路物流運(yùn)價(jià)指數(shù)M/M-0.33-0.33%12345678910111210881033交運(yùn)行業(yè)高頻數(shù)據(jù)季節(jié)性——物流：國(guó)內(nèi)鐵路、公路&港口108810332021123456789101112全國(guó)港口日吞吐量:貨物2021202220235年均值31992972123456789101112112011001080106010401020100035003400330032003100300029002800全國(guó)高速公路日通行量:貨車日均2021202220235年均值652447123456789101112全國(guó)港口日吞吐量:集裝箱2021202220235年均值69.6368.06123456789101112800750700650600550500450400808642086420650600550500450400350300交運(yùn)行業(yè)高頻數(shù)據(jù)季節(jié)性——物流：航空650600550500450400350300全國(guó)航班日班次:貨運(yùn)日均2021202220235年均值520469123456789101112 12345678910111285080075070065060055050045040024022020000000355324123456789101112交運(yùn)行業(yè)高頻數(shù)據(jù)季節(jié)性——快遞收發(fā)3.462.4212345678910112.223.572.55 2.5512345678910112.5中游行業(yè)：制造業(yè)&原材料&電力中游行業(yè)中，黑色產(chǎn)業(yè)鏈指標(biāo)多數(shù)改善，高爐、線材、螺紋鋼開工率2月明顯回升，鐵水、粗鋼產(chǎn)量也明顯超季節(jié)性上升。但鋼材社會(huì)庫存、建筑鋼材總庫存增量仍弱于季節(jié)性，鐵礦石超過季節(jié)性。鐵礦、熱卷、螺紋、廢鋼價(jià)格均有回落。黑色產(chǎn)業(yè)鏈主動(dòng)加庫存顯然與房地產(chǎn)市場(chǎng)信心改善有關(guān)。其他建材中，水泥、混凝土價(jià)格跌幅收窄表現(xiàn)強(qiáng)于季節(jié)性，玻璃價(jià)格明顯回落。化工方面，上游煉廠開工率明顯超季節(jié)性。聚酯、PTA指標(biāo)多數(shù)超季節(jié)性，烯烴開工、庫存則弱于季節(jié)性，滌綸和塑料價(jià)格也弱于季節(jié)性。電力方面，6大企業(yè)發(fā)電耗煤量明顯回升并超季節(jié)性，夜光指數(shù)也繼續(xù)回升。光伏行業(yè)方面，下游電站略超季節(jié)性，價(jià)格指數(shù)大幅飆升。情況表明，內(nèi)需為主的原材料行業(yè)如黑色等改善明顯，化工則表現(xiàn)不一。發(fā)電、夜數(shù)大幅飆升。情況表明，中游行業(yè)高頻數(shù)據(jù)變動(dòng)情況上月環(huán)比去年環(huán)比粗鋼日均產(chǎn)量(重點(diǎn)企業(yè))高爐開工率(247樣本企業(yè))周旬旬周周周周周日日日周周周周%%%日周日周周周周周點(diǎn)點(diǎn)點(diǎn)%49.41國(guó)內(nèi)粗鋼日均產(chǎn)量(重點(diǎn)企業(yè))25024023022021020049.41國(guó)內(nèi)粗鋼日均產(chǎn)量(重點(diǎn)企業(yè))250240230220210200190180170160150857565554535 779.0975.75101009590858075706560123456789101112 55.778807570656055504540123456789101112207.75194.98123456789101112 441.6437.05123456789101112鋼鐵行業(yè)高頻數(shù)據(jù)季節(jié)性-黑色產(chǎn)量223.33123456789101112120.45112.621234567891011122602502402302202102000000000000254.44242.67123456789101112256.63235.711234567891011123403203002802602402202004504003503002502002100160011001406413354220017001200931.01520.6鋼鐵行業(yè)高頻數(shù)據(jù)季節(jié)性-黑色庫存2100160011001406413354220017001200931.01520.631002600 2023 31002600116331128600123456789101112 18000170001600015000140001300012000110001000090001234567891011123200，萬噸3200270027007002001234567891011123.53%-0.03%鋼鐵行業(yè)高頻數(shù)據(jù)季節(jié)性-黑色價(jià)格3.53%-0.03%鐵礦石價(jià)格指數(shù)M/M5.72%2.61%123456789101112廢鋼價(jià)格M/M4.26%1.79%12345678910111225%20%15%10%5%0%-5%-20%-25%15%10%5%0%-5%-20%-25%123456789101112 4.71%0.88%12345678910111215%10%5%0%-5%-20%15%10%5%0%-5%-20%8%6%4%%-0.26%-0.74%0%-2%水泥價(jià)格指數(shù):全國(guó)M/M20235年均值-1.30%-5.94%12345678910118%6%4%%-0.26%-0.74%0%-2%水泥價(jià)格指數(shù):全國(guó)M/M20235年均值-1.30%-5.94%12345678910111230%25%20%15%10%5%0%-5%10%10%-4%123456789101112-7.91%建材高頻數(shù)據(jù)季節(jié)性-玻璃-7.91%25%20%15%25%20%15%10%5%0%-5%-20%-25%9.78%12345678910111226.9229.94181801601401201008060402001234567891011121200012000787680006644600040002000012345678910111214012097.3510079.8080604020化工行業(yè)高頻數(shù)據(jù)季節(jié)性-瀝青14012097.3510079.808060402026.8512345678910111285.555年均值63.03123456789101112000400000908000040000123456789101112中游行業(yè)高頻數(shù)據(jù)變動(dòng)情況行業(yè)指標(biāo)名稱頻率單位最新數(shù)據(jù)日期本表數(shù)據(jù)日期月均值月均同比上月同比同比變動(dòng)月均環(huán)比上月環(huán)比去年環(huán)比中游化工山東地?zé)拸S開工率全國(guó)成品油獨(dú)立煉廠產(chǎn)能利用率國(guó)內(nèi)工廠LNG開工率全國(guó)LNG總庫存PX開工率PTA開工率乙二醇綜合開工率聚酯開工率江浙織機(jī)PTA負(fù)荷率聚酯工廠PTA負(fù)荷率PTA工廠負(fù)荷率PTA指數(shù)聚氯乙烯(PVC)開工率全國(guó)苯乙烯開工率全國(guó)石化PE開工率聚丙烯平均開工率華東+華南PVC社會(huì)庫存全國(guó)苯乙烯工廠庫存全國(guó)聚烯烴總庫存CCFEI價(jià)格指數(shù):滌綸POYCCFEI價(jià)格指數(shù):滌綸短纖CCFEI價(jià)格指數(shù):滌綸DTY中國(guó)塑料城價(jià)格指數(shù)周周周周日日日日日日日日周周周周周周周日日日日%%%萬噸%%%%%%%點(diǎn)%%%%萬噸萬噸萬噸元/噸元/噸元/噸元/噸2023/3/12023/3/22023/3/22023/3/22023/3/32023/3/32023/3/32023/3/32023/3/22023/3/22023/3/22023/3/32023/3/32023/3/22023/3/32023/3/12023/2/262023/3/22023/3/32023/3/32023/3/32023/3/32023/3/32023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/282023/2/2867.8262.93 47.00 33.87 78.18 75.85 57.39 75.87 50.59 70.60 73.87 562.66 76.85 72.78 87.00 43.79 51.69 18.45 80.057662.757247.008819.50858.306.98%7.05% 3.21%22.18% -6.02% -4.38% 11.62% -6.29% 5.62% -2.93% -5.96% -3.26% 1.92%56.61%15.78%-20.47% -3.90% -5.81% -8.34%2.49%1.66% -2.59%12.56% -0.26% -9.42% 2.77%-20.73%10.96% -0.15% -2.60% 77.91% 9.12% 5.87% -3.46% -2.56% -6.69%4.50%5.39%5.80%9.62%-5.76%5.04%-4.44%2.13%32.36%0.04%6.20%-5.34%-2.78%-3.35%17.42%-21.30%6.66%-26.34%-0.43%-3.25%-0.21%0.38%-0.11%4.00%15.34%0.99%8.90%1.09%7.52%34.95%4.60%5.71%0.79%0.61%-4.86%10.08%60.16%35.96%31.83%2.52%0.62%1.23%-0.22%0.71%-3.00%-26.52%-0.79%1.54%-3.97%-33.51%-4.06%2.69%4.87%3.15%6.43%2.31%-9.87%33.06%-5.22%1.86%4.49%2.33%4.94%-0.69%-4.12%-5.50%6.26%6.75%3.86%5.53%5.38%2.59%4.56%-0.49%5.89%8.45%0.12%-7.34%81.95%28.14%75.49%2.99%4.09%3.05%0.03%電力6大發(fā)電集團(tuán)日均耗煤量6大發(fā)電集團(tuán)煤炭庫存6大發(fā)電集團(tuán)煤炭可用天數(shù)日日日萬噸萬噸天2023/3/32023/3/32023/3/32023/2/282023/2/282023/2/2875.321254.9316.760.35%8.00%11.98% 5.16%21.53%10.84%2.84%-9.54%1.22%1.58%0.34%-8.35%3.94%14.46%-9.72%8.90%光伏SOLARZOOM光伏經(jīng)理人指數(shù):全行業(yè)SOLARZOOM光伏經(jīng)理人指數(shù):下游電站SOLARZOOM光伏經(jīng)理人指數(shù):中上游制造業(yè)光伏價(jià)格指數(shù)(SPI)周周周周點(diǎn)點(diǎn)點(diǎn)點(diǎn)2023/2/272023/2/272023/2/272023/2/272023/2/282023/2/282023/2/282023/2/28166.21 63.00269.4155.14-5.67% -2.63%1.26%-7.01% -3.63%1.34%2.51%1.00%15.56%0.19%21.47%1.59%-0.99%2.21%-26.17%-2.48%-2.84%-2.38%2.80%制造工業(yè)復(fù)工指數(shù)NLDI日點(diǎn)2023/2/282023/2/2883.11-10.93%1.94%1.81%6.04%-0.36%化工行業(yè)高頻數(shù)據(jù)季節(jié)性-煉化67.67.4567.82123456789101112國(guó)內(nèi)工廠LNG開工率國(guó)內(nèi)工廠LNG開工率47.00 43.0012345678910111280505050454005050454050全國(guó)成品油獨(dú)立煉廠產(chǎn)能利用率63.0462.93123456789101112全國(guó)LNG總庫存全國(guó)LNG總庫存萬噸33.8729.37123456789101112505045405045405078.1877.19化工行業(yè)高頻數(shù)據(jù)季節(jié)性-聚酯78.1877.191234567891056.29123456789101112908886848280864205050504540 66.9512345678910111275.8768.36 5年均值12345678910111290858050959085805070.6066.00化工行業(yè)高頻數(shù)據(jù)季節(jié)性-PTA70.6066.0050.59 15.65123456789101112 73.8768.16123456789101112090800004000959085805050123456789101112PTA指數(shù)PTA指數(shù)558.27562.66123456789101112959085805050800700600500400300200化工行業(yè)高頻數(shù)據(jù)季節(jié)性-烯烴開工2020:聚氯乙烯(PVC)202176.8576.24123456789101112887.0012345678910111290858050500959085805077.6372.7812345678910111233.7112345678910111290858050504540506050403020100華東+華南PVC社會(huì)庫存萬噸51.69252032.27151051236050403020100華東+華南PVC社會(huì)庫存萬噸51.69252032.2715105123456789101112工廠庫存:苯乙烯:全國(guó)估計(jì)萬噸18.4518.4513.570123456789101112 14014012010080.058060.726040123456789101112-0.69%-0.22%化工行業(yè)高頻數(shù)據(jù)季節(jié)性-滌綸、塑料-0.69%-0.22%4.49%2.52%1234567891011121.23%12345678910111225%20%15%10%5%0%-5%-20%25%20%15%10%5%0%-5%-20%2.33%0.62%123456789101112中國(guó)塑料城價(jià)格指數(shù)12345678910111215%10%5%0%-5%12%10%8%6%4%%0%-2%-4%-6%電力行業(yè)和制造業(yè)高頻數(shù)據(jù)季節(jié)性0908074.4175.320004016.7016.760908074.4175.320004016.7016.765年均值30123456789101112504540353025201510501234567891011121254.931235.36123456789101112夜光指數(shù)(NLDI)夜光指數(shù)(NLDI)83.1181.631234567891011121800170016001500140013001200110010000050959085805050光伏行業(yè)高頻數(shù)據(jù)季節(jié)性SOLARZOOM光伏經(jīng)理人指數(shù)(SMI)全行業(yè)123456789101112SOLARZOOM光伏經(jīng)理人指數(shù)(SMI)中上游制造業(yè)1234567891011122502000000400350300250200000090SOLARZOOM光伏經(jīng)理人指數(shù)(SMI)下游電9080062.8963.0000400 012345678910111230%20%光伏價(jià)格指數(shù)(SPI)M30%20%21.47%202210%0%-20%-26.17%-30%123456789101112下游行業(yè)：耐用品產(chǎn)銷&服務(wù)業(yè)下游行業(yè)中，汽車鋼胎開工率大幅超季節(jié)性上升，乘聯(lián)會(huì)口徑下的汽車批發(fā)、零售銷量，以及上海二手車銷量均明顯超過季節(jié)性表現(xiàn)。紡織品價(jià)格漲幅下降。電子產(chǎn)品價(jià)格變動(dòng)不一，上游漲價(jià)但下游跌價(jià)。服務(wù)業(yè)方面，電影放映場(chǎng)次弱于季節(jié)性，電影票房收入、觀影人次均城地鐵客運(yùn)量也超季節(jié)性上升至歷史高點(diǎn)。城際交通方面，遷徙規(guī)模指數(shù)邊際回落絕對(duì)值處于高位，國(guó)內(nèi)航班執(zhí)行數(shù)略超季節(jié)性。情況表明，社會(huì)消費(fèi)繼續(xù)修復(fù)步伐，其中汽車等耐用品消費(fèi)回補(bǔ)前期缺失量帶動(dòng)中上游生產(chǎn)提速。服務(wù)消費(fèi)已經(jīng)恢復(fù)至常態(tài)。交有所加速。下游行業(yè)高頻數(shù)據(jù)變動(dòng)情況行業(yè)指標(biāo)名稱頻率位最新數(shù)據(jù)日期本表數(shù)據(jù)日期值月均同比上月同比同比變動(dòng)月均環(huán)比上月環(huán)比去年環(huán)比汽車半鋼胎企業(yè)開工率全鋼胎企業(yè)開工率乘聯(lián)會(huì)日均乘用車廠家批發(fā)乘聯(lián)會(huì)日均乘用車廠家零售上海二手車交易量周周周周日%%輛輛輛223%25%44.56%44.90%4%.39%3.50%3%9%45.74%09%-41.12%.68%95%-22.17%30.51%紡織服裝柯橋紡織價(jià)格指數(shù)價(jià)格指數(shù)棉花期貨價(jià)格指數(shù)棉紗期貨價(jià)格指數(shù)國(guó)輕紡城日均成交量周日日日日點(diǎn)點(diǎn)點(diǎn)點(diǎn)米375 .57%%0.10%8%08%%4.67%4.31%82%.68%-0.13%-32.05%0.62%.50%7.64%數(shù)碼中關(guān)村電子產(chǎn)品價(jià)格指數(shù)義烏小商品價(jià)格指數(shù):電子元器件義烏小商品價(jià)格:電子電器類周周周點(diǎn)點(diǎn)點(diǎn)6#N/A#N/A%#N/A#N/A-2.15%%#N/A#N/A體娛樂海南旅游消費(fèi)價(jià)格指數(shù):總指數(shù)日日日周元萬人次次點(diǎn)222 31%272.69%-334.35%14%-251.81% %-5.29%07%1%494.29%45.14%3.51%.96%8%7%交通一線城市平均擁堵延時(shí)指數(shù)二線城市平均擁堵延時(shí)指數(shù)計(jì)百度遷徙規(guī)模指數(shù)執(zhí)行數(shù)日日日日日分點(diǎn)分點(diǎn)人點(diǎn)架次33233 6146.44 494.4623.25%41.28%11.36%0.15%46.80%%0%8%4.19%71%22%0.58%24.16%85.19%%%1009080706050100908070605040302010039.33100908070605040302010070000600005000040000300002000010000401393841661.72123456789101112800008000070000600004316443164394404000030000012345678910111256.45 32.951234567891011129000090000800005年均值012345678910111216111948汽車行業(yè)高頻數(shù)據(jù)季節(jié)性16111948 2.22.6712345678910111241234567891011123.532.5210.5025020000002348 12345 14461234567891011123000250020001500100050003000250020001500100050000.08%0.10%4.31%-0.78%4.67%0.44%紡織行業(yè)高頻數(shù)據(jù)季節(jié)性0.08%0.10%4.31%-0.78%4.67%0.44%2021柯橋紡織:價(jià)格指數(shù):總類M/M1234567891011121234567891011122.5%2.0%1.5%1.0%0.5%0.0%-0.5%20%15%10%5%0%-5% 12345678910111221.03%12345678910111225%20%15%10%5%0%-5%-20%-25%20%15%10%5%0%-5%8%6%4%2%0%-2%-4%-6%1.5%1.0%0.5%0.0%-0.5%-2.0%-2.5% -0.04%5% 4% 8%6%4%2%0%-2%-4%-6%1.5%1.0%0.5%0.0%-0.5%-2.0%-2.5% -0.04%5% 4% 3% 2% 1%0% -2% -3%-4%1.61%-2.15%-0.46%義烏小商品價(jià)格指數(shù)：電子元器件M/1-4.64%123456789101112中關(guān)村電子產(chǎn)品價(jià)格指數(shù)M/M12345678910111212345678910111230252015105文娛行業(yè)高頻數(shù)據(jù)季節(jié)性3025201510550000450005000045000400003247232472 300002500