
2023年7月22日 银河期货瓦楞原纸周度数据库 研究员: 潘盛杰期货从业证号:F3035353投资咨询从业证号:Z0014607手机号:166-2162-2706邮箱:panshengjie_qh@chinastock.com.cn微博: 美国工业 日本工业生产指数 国际贸易 造纸行业变动 国内消费环境 海外宏观环境 目录 一、说明.....................................................................................................................................5 1、综合指数...........................................................................................................................10 三、微观供应|造纸端............................................................................................................11 1、国内数据...........................................................................................................................11 A.造纸业固定资产投资................................................................................................11B.造纸业生产.................................................................................................................12C.台湾纸制品.................................................................................................................14D.存货总额-造纸业&印刷业产成品..........................................................................15E.瓦楞纸表观消费量.....................................................................................................16 2、海外数据...........................................................................................................................16 A.库存总额-美国纸板容器..........................................................................................16B.出货总额-美国纸制品...............................................................................................17C.库存指数-日本纸制品..............................................................................................17D.销售总额-南非锯木及刨木......................................................................................18 四、贸易流通|物流端............................................................................................................19 1、国内数据...........................................................................................................................19 A.进出口额.....................................................................................................................19B.货物吞吐量-沿海主港...............................................................................................20C.运价指数-出口集装箱..............................................................................................21 2、海外数据...........................................................................................................................22 A.运价指数-波罗的海干散货......................................................................................22B.一般进口总额-美国纸及纸板..................................................................................22 五、宏观消费类.....................................................................................................................24 1、国内数据...........................................................................................................................24 A.行业指数-快递...........................................................................................................24B.行业市净率-商业贸易...............................................................................................24 2、海外数据...........................................................................................................................25 A.产能利用率-美国工业..............................................................................................25B.PPI-美国行业.............................................................................................................36C.IP相对重要性权重-美国纸质材料.........................................................................38D.工业生产指数-日本...................................................................................................38E.商业信心指数.............................................................................................................40F.收支平衡-韩国海关....................................................................................................42 六、宏观综合类.....................................................................................................................44 1、国内数据...........................................................................................................................44 A.外汇储备.....................................................................................................................44B.国内金融和存款机构................................................................................................45C.中债综合指数.............................................................................................................47D.权益市场-香港联交所..............................................................................................47E.成交面积-商品房.......................................................................................................48 2、海外数据..........................................................................................................