
瓦楞纸周度数据库 银河期货瓦楞原纸周度数据库 商品宏观报告 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: 目录 一、说明.....................................................................................................................................5 1、综合指数...........................................................................................................................10 三、微观供应|造纸端............................................................................................................11 1、海外数据...........................................................................................................................11 A.库存总额-美国纸板容器.............................................................................................11B.周均零售总额-英国报纸期刊.....................................................................................11C.南非锯木及刨木业销售额...........................................................................................12D.CPI-日本纸制品...........................................................................................................13E.日本纸板成品库存率....................................................................................................14F.工业生产指数-法国瓦楞纸和纸板制造业.................................................................15 2、国内数据...........................................................................................................................15 A.造纸业生产....................................................................................................................15B.台湾纸制品....................................................................................................................19C.存货总额-造纸业&印刷业产成品.............................................................................21D.瓦楞纸表观消费量.......................................................................................................22 四、贸易流通|物流端............................................................................................................23 1、海外数据...........................................................................................................................23 A.运价指数-波罗的海干散货.........................................................................................23B.一般进口总额-美国纸及纸板.....................................................................................23 1、国内数据...........................................................................................................................24 A.进出口额........................................................................................................................24B.货物吞吐量-沿海主港..................................................................................................25 C.运价指数-出口集装箱.................................................................................................26D.进口总额-台湾纸品.....................................................................................................27 五、宏观消费类.....................................................................................................................28 1、海外数据...........................................................................................................................28 A.产能利用率-美国工业.................................................................................................28B.PPI-美国行业................................................................................................................37C.IP相对重要性权重-美国纸质材料............................................................................38D.工业生产指数-日本.....................................................................................................39E.商业信心指数................................................................................................................40F.韩国贸易收支平衡........................................................................................................41 1、国内数据...........................................................................................................................43 A.申万行业指数................................................................................................................43B.亏损企业数....................................................................................................................45C.行业增量........................................................................................................................47六、宏观综合类.....................................................................................................................49 1、海外数据...........................................................................................................................49 A.气候因素........................................................................................................................49B.CPI-G7...........................................................................................................................50C.综合领先指标-美国..................................................