南华宏观研究团队周度报告：高频经济数据追踪

20231015 20111290 Z0000505 F03107845 989 1CPIPPICPIPPI2933 20231015 i 1. ............................................................................................. 1 2. .................................................................................. 7 3. ........................................................................................... 13 4. ........................................................................................... 14 20231015 ii 1.1 ............................................................................ 1 1.2........................................................................................... 1 1.3 ................................................................................... 2 1.4................................................................................ 2 1.5 ........................................................................ 2 1.6 ........................................................................ 2 1.7 ....................................................................................... 3 1.8 ....................................................................................... 3 1.9 ........................................................................ 3 1.10 ............................................................................. 4 1.11 .............................................................................. 4 1.12................................................................... 4 1.13 .......................................................................... 4 1.14 ...................................................................... 5 1.15 ...................................................................... 5 1.16 ................................................................................. 5 1.1710 ........................................................................ 5 1.18 ...................................................................... 6 1.19 ..................................................................................... 6 1.20 .......................................................................... 6 1.21 ............................................................................. 6 2.1........................................................................................... 7 20231015 iii 2.1111250% .................................................... 10 2.2......................................................................................... 10 3.1 ................................................................................................... 13 3.2 ............................................................................................ 13 3.3 ............................................................................................ 13 4.1 ................................................................................. 14 20231015 1 1. 989 98899899889 1.1 1.2 Wind Wind -25.00-20.00-15.00-10.00-5.000.005.0010.0015.0020.0025.0030.00::::220.00230.00240.00250.00260.00270.00280.00290.002023-06-162023-07-162023-08-162023-09-16::::2022 20231015 2 1.3 1.4 Wind Wind 1.5 1.6 Wind Wind 170.00180.00190.00200.00210.00220.00230.00240.002022-06-202022-07-202022-08-202022-09-202022-10-202022-11-202022-12-202023-01-202023-02-202023-03-202023-04-202023-05-202023-06-202023-07-202023-08-202023-09-20:::():::()20.0025.0030.0035.0040.0045.0050.0055.0060.0065.00::20.0025.0030.0035.0040.0045.0050.0055.0060.0065.0070.00:::202250.0055.0060.0065.0070.0075.002023-06-212023-07-212023-08-212023-09-21:::2022 20231015 3 1.7 Wind 10109 1.8 1.9 Wind Wind 60.0065.0070.0075.0080.0085.0090.002022-03-162022-04-162022-05-162022-06-162022-07-162022-08-162022-09-162022-10-162022-11-162022-12-162023-01-162023-02-162023-03-162023-04-162023-05-162023-06-162023-07-162023-08-162023-09-16::PX:::PTA::::0.002,000.004,000.006,000.008,000.0010,000.0012,000.0014,000.0016,000.00:():: 20231015 4 1.10 1.11 Wind Wind 1.12 1.13 Wind Wind 0.0020.0040.0060.0080.00100.00120.00140.002023-09-102023-09-122023-09-142023-09-162023-09-182023-09-202023-09-222023-09-242023-09-262023-09-282023-09-302023-10-022023-10-042023-10-062023-10-082023-10-10:2022 20231015 5 1.14 1.15 Wind Wind 1.16 1.1710 Wind Wind 9 0.00500.001,000.001,500.002,000.002,500.003,000.003,500.004,000.004,500.005,000.00100::2022174.00176.00178.00180.00182.00184.00186.00188.00190.00192.00194.00:20220.001,000.002,000.003,000.004,000.005,000.006,000.00(BDI)0.001,000.002,000.003,000.004,000.005,000.006,000.00:(SCFI):(CCFI): 20231015 6 1.18 1.19 Wind Wind 1.20 1.21 Wind Wind 80.0090.00100.00110.00120.00130.00140.00:3,000.003,200.003,400.003,600.003,800.004,000.004,200.004,400.002,000.002,100.002,200.002,300.002,400.002,500.002,600.002,700.002022-07-222022-08-222022-