20241202-天风证券-国内需求周度跟踪_投资需求有限_水泥_沥青价格上行_菜价初现企稳迹象_9页_1mb

Fixed Income Analysis Report

Absorption rate for rebar remains low, cement and asphalt prices continue to rise.

Overall Investment Insight
The absorption of rebar shrank week-on-week, significantly underperforming the seasonal trend. Steel plant blast furnace operation rates fell slightly, reflecting limited actual demand. Commodity prices fluctuated but generally rose, cement and asphalt prices continued to climb.

Production Analysis
Industrial operation rates showed differentiation: asphalt and high furnace rates declining, while others fluctuated.

Consumer Insight
The next week's retail and public transportation data shows stronger than seasonal performance.

SCFI and International Trade
Ship freight indices (SCFI) rose, while the BDI and export price indices declined.

Inflation Trends
Vegetable prices showed stabilization, pork prices fluctuated, while oil prices fell.

Risk and Forecast
Markets remain dynamic.

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