New energy vehicle sales growth expanded, construction machinery to maintain a h
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2020/12/11 10:20:29
In November, automobile sales maintained a high growth rate, and new-energy vehicle sales maintained a strong growth momentum.The sales volume of new energy vehicles in Europe increased by 218% year on year, and the penetration rate of new energy in some countries increased significantly.As the production and sales of new energy vehicles exceed the expected growth, the power battery industry chain has also started to raise prices, and the price of some lithium materials has increased significantly.In the follow-up, the future growth trend of new energy vehicles is determined, and the demand for lithium materials and other materials is strong. Moreover, China occupies the core position of lithium battery industry chain, and lithium materials and other materials still have a large space.
Information technology (it)
DRAM prices are up more this week, while NAND Flash prices are down.Exports of integrated circuits expanded year-on-year in November, while the trade deficit narrowed.In October, global semiconductor sales expanded month-on-month growth, while sales in the Americas and China shrank slightly.From January to October, the accumulative year-on-year growth rate of software industry profits expanded.
The middle manufacturing
This Saturday, the price of lithium fluoride phosphate rose, electrolytic nickel, manganese, lithium carbonate prices rose slightly, DMC, electrolytic cobalt prices fell.The pv industry price index is down;The spot prices of silicon materials, silicon wafers and modules in the pv industry chain all fell slightly, while the prices of polycrystalline cells rose.In November, sales of excavators and new energy vehicles continued to expand year-on-year.CCFI index is up this week, BDI index is down.
Consumer demand
The price of fresh milk in the main producing areas rose, the price of pigs and pork rose, the piglets continued to decline, and the profit of pig breeding increased.Year-on-year growth in pork imports narrowed in October and food CPI turned negative in November.In broiler raising aspect, broiler seedling price rises, chicken price drops.Vegetable price index rose, cotton, corn futures prices are down.White cardboard price index rose, factory price and the previous two weeks flat.
Resource product
Ten-day average turnover of construction steel rose, rebar price fell, billet price rose, iron ore price index up;The main steel varieties, steel billets in Tangshan and iron ore inventory in domestic ports all decreased.Tangshan steel blast furnace operation rate and last week flat, capacity utilization rate has declined.The year-on-year decline in steel exports narrowed in November.Coking coal, coke and thermal coal futures prices rose, jingtang port coking coal inventory decline more.Float glass average price to maintain the upward trend, multi - area cement price index rose.International crude oil prices rose, stocks fell slightly.Futures prices of organic chemicals mostly went up, while prices of PTA, LLDPE, asphalt and PVC rose significantly, while prices of methanol, fuel oil, natural rubber and polypropylene fell.Zinc, tin, nickel and other industrial metal prices up;Inventories of copper, aluminum, zinc and tin declined.Gold and silver prices rose.
Financial property
Money market net return, overnight /1 week /2 week SHIBOR rate up.A share turnover and turnover rate down.The premium rate of land transaction and the transaction area of commercial housing in 30 large and medium-sized cities decreased.
utilities
The ex-factory price of natural gas in China goes up greatly while the settlement price of natural gas futures in Britain goes down.
Risk reminder: the strength of industry support is less than expected, macroeconomic fluctuations
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