高频｜地产销售整体走弱，即期运价持续下跌

请阅读最后一页的重要声明！分析师孙彬彬SAC证书编号：S0160525020001sunbb@ctsec.com分析师隋修平SAC证书编号：S0160525020003suixp@ctsec.com联系人许帆xufan@ctsec.com相关报告1.《高频｜原油价格大涨，北美航线量稳价跌》2025-06-142.《高频｜地产销售继续走弱，商品价格低位反弹》2025-06-073.《高频｜二手房销售动能减弱，商品价格全线下行》2025-05-31 谨请参阅尾页重要声明及财通证券股票和行业评级标准1地产销售：地产销售整体走弱，北京形成支撑...................................................................................42投资：商品价格涨跌互现.......................................................................................................................73生产：开工率表现分化...........................................................................................................................84消费：出行边际走弱.............................................................................................................................105出口：SCFI、BDI均下行...................................................................................................................106物价：蔬菜震荡上行，油价大幅上行.................................................................................................117风险提示.................................................................................................................................................12图1.全国及典型城市周度商品房成交面积跟踪.........................................................................................4图2.20城新房成交面积................................................................................................................................4图3.一线城市新房成交面积（4城）..........................................................................................................4图4.二线城市新房成交面积（8城）..........................................................................................................4图5.三四线城市新房成交面积（8城）......................................................................................................4图6.典型城市周度商品房成交面积跟踪.....................................................................................................5图7.北京新房成交面积.................................................................................................................................5图8.上海新房成交面积.................................................................................................................................5图9.广州新房成交面积.................................................................................................................................5图10.深圳新房成交面积...............................................................................................................................5图11.杭州新房成交面积...............................................................................................................................6图12.苏州新房成交面积...............................................................................................................................6图13.典型城市周度二手房成交面积跟踪...................................................................................................6图14.北京二手房成交面积...........................................................................................................................6图15.上海二手房成交面积...........................................................................................................................6图16.深圳二手房成交面积...........................................................................................................................7图17.杭州二手房成交面积...........................................................................................................................7图18.螺纹钢表观消费量下行.......................................................................................................................7图19.螺纹钢价格窄幅震荡...........................................................................................................................7图20.库存:螺纹钢(含上海全部仓库)低于季节性.....................................................................................8内容目录图表目录 2 谨请参阅尾页重要声明及财通证券股票和行业评级标准3图21.玻璃期货合约结算价上行...................................................................................................................8图22.水泥价格指数下降...............................................................................................................................8图23.沥青价格指数大幅上行.......................................................................................................................8图24.石油沥青开工率下降...........................................................................................................................9图25.钢厂高炉开工率小幅上升...................................................................................................................9图26.汽车轮胎开工率上行...........................................................................................................................9图27.焦化企业开工率下行...........................................................................................................................9图28.涤纶长丝开工率上行...........................................................................................................................9图29.PTA开工率下行 ..........................................................................