基本面高频数据跟踪：房地产销售继续回落

请仔细阅读本报告末页声明作者分析师执业证书编号：S0680520050001邮箱：yangyewei@gszq.com研究助理执业证书编号：S0680123090006邮箱：liangkun@gszq.com相关研究1、《固定收益定期：如何看待商品价格大涨对债市冲击？》2025-07-202、《固定收益定期：税期过后资金回落——流动性和机构行为跟踪》2025-07-193、《固定收益点评：今年农商缘何配债缓慢——几个推测》2025-07-19 杨业伟梁坤 P.2内容目录总指数：基本面高频指数平稳..............................................................................................................................4生产：半胎、全胎开工率继续回升.......................................................................................................................7地产销售：房产成交继续走弱..............................................................................................................................9基建投资：石油沥青开工率上升.........................................................................................................................10出口：出口集装箱运价指数持续下行..................................................................................................................11消费：乘用车厂家零售和批发回升.....................................................................................................................13CPI：农产品批发价格指数有所回升....................................................................................................................14PPI：铜、铝价格回落........................................................................................................................................15交运：航班持续回升.........................................................................................................................................17库存：纯碱库存持续回升...................................................................................................................................18融资：6M国股银票转贴现利率持续下降.............................................................................................................20风险提示..........................................................................................................................................................20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................................................................................................................................7图表5：重点电厂煤炭日耗................................................................................................................................7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.............................................................................................................................8图表9：PTA开工率..........................................................................................................................................8图表10：地产销售周频指数...............................................................................................................................9图表11：30大中城市商品房成交面积................................................................................................................9图表12：100大中城市成交土地溢价率..............................................................................................................9图表13：十城二手房成交面积...........................................................................................................................9图表14：基建投资高频指数.............................................................................................................................10图表15：地炼开工率.......................................................................................................................................10图表16：水泥发运率.......................................................................................................................................10图表17：石油沥青开工率................................................................................................................................10图表18：出口高频指数...................................................................................................................................11图表19：CCFI指数.........................................................................................................................................11图表20：义乌中国小商品指数.........................................................................................................................11图表21：RJ/CRB商品价格指数........................................................................................................................11图表22：韩国旬度出口增速.................................................................................................