The bright prospect of the middle view: the boom of Baijiu is good in the busy season, and the boom in the new energy sector is still strong.
Consumption plate: the peak season is approaching, Baijiu prosperity. Multiple factors of automobile affect the fluctuation of sales volume, but do not affect the recovery process of the industry
Marginal improvement: Baijiu Spring Festival demand season is approaching, the price of wine enterprises will increase at the end of the year, and prosperity will be better. At the end of the year, the traditional consumption peak season was entered, and liquor enterprises also raised prices one after another. At the same time, the retail guide price of Maotai liquor (treasures) was determined, driving the boom to continue to improve.
Marginal improvement: driven by cost, the retail price of terminal milk and the ex factory index of condiments continued to rise. The price rise at the retail end of consumer goods further drove the price upward, the retail price of milk in dairy products rose, and the seasoning price index also continued to rise year-on-year.
Marginal improvement: new energy vehicles maintain an ultra-high boom, and multiple factors of complete vehicles affect sales fluctuations, but do not affect the recovery process of the industry. In late December, due to the multiple effects of epidemic situation, high base and low inventory, car sales fluctuated year-on-year, but the boom is still in the process of recovery.
Marginal improvement: pork prices fell slightly and the overall prosperity remained stable. In December, the growth rate of commercial pig slaughter picked up again, showing a pattern of strong supply and weak demand.
Growth sector: LCD panel demand and procurement are both weak; The box office of the film decreased year-on-year at the beginning of the year
Marginal change: LCD panel prices still fell in December. In December, the price of 55 inch LCD TV panel fell to $121 / piece, with weak demand and procurement.
Marginal improvement: the number of users of operators continues to rise. The number of China United Network Communications Limited(600050) users and broadband users further increased in November.
Marginal pressure: the cumulative box office at the beginning of the year decreased year-on-year. Since there was no explosion of new year’s day in 2022, the cumulative box office fell year-on-year at the beginning of the year. Meso boom highlights: steady growth is expected to improve the support cycle, and the warming of real estate remains to be verified
Cycle sector: pre holiday goods preparation drives the recovery of commodity boom such as basic metals and chemicals
Marginal improvement: supply shortage concerns drive up oil prices. In early January, crude oil prices rose to more than $80 due to concerns about supply shortages.
Marginal improvement: iron ore continued to rebound in the off-season. However, thanks to the increase in replenishment before the Spring Festival, the utilization rate of superimposed steel capacity picked up, driving the rise of raw materials such as iron ore.
Marginal improvement: goods preparation before the Spring Festival drives the boom recovery of the chemical sector. In the chemical sector, the supply of MDI is tight due to insufficient supply, and the price rises strongly; PTA is supported by the rebound of oil price on the cost side, superimposed with pre holiday goods preparation, and the price rebounded.
Marginal improvement: years ago, stock up boosted base metals, and aluminum prices rebounded strongly. The operating rate of processing enterprises rebounded, superimposed on the preparation of goods years ago, and the overall rise of basic metals; In terms of aluminum price, overseas production reduction, supply side disturbance led to the continued rebound of aluminum price, and the profit per ton of aluminum continued to rise.
Continued strength: the price of small metal lithium rose strongly. Due to the continuation of the supply shortage pattern, the lithium price further rose to 1.55 million yuan / ton.
Continued weakness: coal prices continued to decline. With the superposition of coal supply guarantee policy and the landing of long-term association price, the coal price further decreased to less than 800 yuan / ton.
Financial sector: the recovery of the real estate boom remains to be tested, and the turnover of securities companies remains stable
For real estate, the real estate data in December did not show a significant improvement, only the land premium rate increased slightly, the transaction area and price of commercial housing in large and medium-sized cities are still weak, and the economic recovery driven by the policy effect remains to be tested.
For securities companies, the transaction volume of A-Shares in the two markets has stabilized at more than trillion, and the daily average has dropped year-on-year, mainly due to the central rise of transaction volume of A-Shares since 2021 and the normal decline caused by the impact of high base effect.
