基本面高频数据跟踪：煤炭调度回落，化工开工率回升

请仔细阅读本报告末页声明作者分析师杨业伟执业证书编号：S0680520050001邮箱：yangyewei@gszq.com研究助理梁坤执业证书编号：S0680123090006邮箱：liangkun@gszq.com相关研究1、《固定收益定期：再论资金分歧》2025-05-182、《固定收益定期：资金波动，月内冲击高点或已过——流动性和机构行为跟踪》2025-05-173、《固定收益点评：抛券兑现浮盈，银行还有多少空间？》2025-05-15 P.2内容目录总指数：基本面高频指数平稳..............................................................................................................................4生产：化工开工率回升........................................................................................................................................6地产销售：新房销售同比持续为负.......................................................................................................................8基建投资：石油沥青开工率回升...........................................................................................................................9出口：义乌商品价格指数有所回升.....................................................................................................................10消费：乘用车厂家零售增加...............................................................................................................................12CPI：蔬菜价格继续回落....................................................................................................................................13PPI：原油价格有所回升....................................................................................................................................14交运：客运回升，航班回落...............................................................................................................................16库存：电解铝库存回落......................................................................................................................................17融资：地方债净融资回升，信用债净融资回落.....................................................................................................19风险提示..........................................................................................................................................................19图表目录图表1：基本面高频指数跟踪.............................................................................................................................5图表2：国盛固收基本面高频指数......................................................................................................................6图表3：利率债多空信号指数.............................................................................................................................6图表4：工业生产周频指数................................................................................................................................6图表5：重点电厂煤炭日耗................................................................................................................................6图表6：电炉开工率..........................................................................................................................................7图表7：聚酯开工率..........................................................................................................................................7图表8：钢胎样本企业开工率.............................................................................................................................7图表9：PTA开工率..........................................................................................................................................7图表10：地产销售周频指数...............................................................................................................................8图表11：30大中城市商品房成交面积................................................................................................................8图表12：100大中城市成交土地溢价率..............................................................................................................8图表13：十城二手房成交面积...........................................................................................................................8图表14：基建投资高频指数...............................................................................................................................9图表15：地炼开工率.........................................................................................................................................9图表16：水泥发运率.........................................................................................................................................9图表17：石油沥青开工率..................................................................................................................................9图表18：出口高频指数...................................................................................................................................10图表19：CCFI指数.........................................................................................................................................10图表20：义乌中国小商品指数.........................................................................................................................10图表21：RJ/CRB商品价格指数........................................................................................................................10图表22：韩国旬度出口增速.....................................................................................