2025年期货市场研究报告：关注“反内卷”对中游制造业影响

请仔细阅读本报告最后一页的免责声明 2025年期货市场研究报告目录一、中观总览............................................................................................................................................4二、行业总览............................................................................................................................................52.1生产行业............................................................................................................................................................................52.2服务行业............................................................................................................................................................................5三、行业定价............................................................................................................................................6四、细分行业跟踪....................................................................................................................................104.1广义农业..........................................................................................................................................................................104.2化工行业..........................................................................................................................................................................104.3有色行业..........................................................................................................................................................................114.4黑色行业..........................................................................................................................................................................114.5基建行业..........................................................................................................................................................................124.6物流运输..........................................................................................................................................................................124.7汽车制造业......................................................................................................................................................................134.8地产行业..........................................................................................................................................................................14图表图1：三大产业用电量................................................................................................................................................................4图2：GDP分产业........................................................................................................................................................................4图3：通胀....................................................................................................................................................................................4图4：PMI....................................................................................................................................................................................4图5：生产行业工业增加值同比................................................................................................................................................5图6：生产行业PPI同比..............................................................................................................................................................5图7：纺织服饰市场景气指数....................................................................................................................................................6图8：上海出口集装箱结算运价指数........................................................................................................................................6图9：邮政营业数据：快递业务量............................................................................................................................................6图10：社会消费品零售同比......................................................................................................................................................6图11：行业市场定价..................................................................................................................................................................7图12：行业信用利差..................................................................................................................................................................8图13：细分行业价格汇总..........................................................................................................................................................9图14：农业价格........................................................................................................................................................................10图15：农业库存........................................................................................................................................................................10图16：化工价格............................