From the downstream high-frequency data, the transaction area of 30 large and medium-sized cities rebounded, and the transaction area of commercial housing in all line cities rebounded to varying degrees. The number and area of commercial housing transactions in the top ten cities rebounded. The land supply area of 100 large and medium-sized cities continued to decline significantly, and the land supply area of the third tier cities decreased the most. The land transaction area of 100 large and medium-sized cities continued to decline significantly, and the land transaction area of first and second tier cities fell significantly. The average daily retail and wholesale sales of passenger car market continued to rise. The Nanhua Shenzhen Agricultural Products Group Co.Ltd(000061) index continued to decline and stabilize. Wholesale prices of pigs and beef fell, while wholesale prices of mutton rebounded slightly. The wholesale price of eggs continued to fall, and the wholesale price of white striped chicken rebounded. The average wholesale price of vegetables dropped sharply and the average wholesale price of fruits rebounded.
From the midstream high-frequency data, the settlement price of rebar futures rebounded sharply, the rebar inventory of major construction steel production enterprises fell sharply, and the operating rate of Tangshan blast furnace rebounded. The settlement price of hot rolled coil futures rebounded sharply and the inventory fell. The settlement price of wire rod futures rose slightly, and the inventory continued to decline sharply. The operating rate of high capacity coking enterprises continued to rebound. The inventory of medium capacity coking enterprises fell sharply. Nanhua PTA index rebounded, PTA operating rate continued to decline sharply, and the settlement price of methanol futures and polypropylene futures rebounded. The national cement price index continued the downward trend, and the cement price in East China and southwest China decreased significantly. The settlement price of glass futures rebounded slightly. The market prices of light soda ash and heavy soda ash fell sharply. The settlement price of pulp futures continued to fall sharply and the inventory rebounded.
From the upstream high-frequency data, CRB spot index, RJ / CRB commodity price index rebounded weakly, and Nanhua industrial products index continued to rebound. The price of OPEC crude oil rebounded slightly, and the settlement price of Brent crude oil and WTI crude oil futures fell. According to the national development and Reform Commission, since 24:00 on December 17, China’s gasoline and diesel prices have been reduced by 130 yuan and 125 yuan per ton, or 0.1 yuan and 0.11 yuan per liter, respectively. LME nonferrous metal prices fluctuated, inventory rose more and fell less, and passive inventory replenishment. China’s iron ore price index and the Australian market price of iron ore continued to rise sharply, and the inventory of iron ore ports continued to rise. The closing price and turnover of iron ore futures rose sharply. Inner Mongolia Eerduosi Resources Co.Ltd(600295) the price of power coal pit fell, the closing price of power coal futures rebounded sharply, the coal price in Newcastle fell sharply, and the coal inventory in Qinhuangdao rose weakly. According to the national development and Reform Commission and the Ministry of industry and information technology, we should ensure the supply and stable price of bulk raw materials. We will continue to closely monitor the supply, demand and price changes in the bulk raw material market, vigorously increase the effective supply of the bulk raw material market, and flexibly use the national reserves to carry out market regulation. China Shipbuilding Industry Group Power Co.Ltd(600482) coal prices continue to rise sharply, with low probability.
From the logistics high-frequency data, BDI, BPI and BCI continued to decline significantly, while BSI and BHSI decreased slightly. China’s export container freight rate index CCFI continued to rebound slightly, and the freight rate of the US east route rose significantly. China’s coastal bulk freight rate index continued to decline sharply, and the freight rates of coal and grain fell sharply.
From the financial high-frequency data, the US dollar is stuck against the RMB. The yield to maturity of short-term and long-term CSI treasury bonds continued the upward trend, and the yield to maturity of medium-term CSI treasury bonds decreased.
