A股行業(yè)中觀景氣跟蹤月報(bào)：To ken支出指數(shù)回落醫(yī)藥量?jī)r(jià)改善

行業(yè)比較行業(yè)比較附錄數(shù)據(jù)：工業(yè)企業(yè)：量（營(yíng)收、增加值、價(jià)（PPI、利（利潤(rùn)）圖2：工業(yè)企業(yè)：短期供給（存貨、長(zhǎng)期供給（固定資產(chǎn)投資）111-0.59.9-11.5-16.9117.06.16.014.74.121111102.80.1-6.1-2.3-2.6-4.0-21.5-9.8-11.7-14.1-22.5燃?xì)馍a(chǎn)和供應(yīng)業(yè)電力、熱力生產(chǎn)和供應(yīng)業(yè)煙草制品業(yè)4.65.7-1.6-6.71煤炭開(kāi)采和洗選業(yè)采礦業(yè)-16.3-2.1-18.1-4.0-5.1-2.4-5.7-5.900木材加工和木、竹、藤、棕、草制品業(yè)水的生產(chǎn)和供應(yīng)業(yè)輕工制造公用事業(yè)-9-9.2-3.9-3.41醫(yī)藥制造業(yè)醫(yī)藥-116.8-11.9-0.80.1-1.4-2.700非金屬礦物制品業(yè)造紙和紙制品業(yè)礦物加工輕工制造120-7.810.8--6.79.4-116.82.01.2-0.40.1-0.5-0.1-0.8-0.9皮革、毛皮、羽毛及其制品和制鞋業(yè)紡織業(yè)非金屬礦采選業(yè)采礦業(yè)采礦業(yè)-6.3-11.6-9.2-5.6-16.9-9.3111酒、飲料和精制茶制造業(yè)家具制造業(yè)印刷和記錄媒介復(fù)制業(yè)2.23.81-14.5-5.6-13.0-7.12化學(xué)纖維制造業(yè)橡膠和塑料制品業(yè)基礎(chǔ)化工基礎(chǔ)化工4.55.4-7-6.5-8.1-8.10文教、工美、體育和娛樂(lè)用品制造業(yè)食品制造業(yè)輕工制造食品飲料-8-8.61專(zhuān)用設(shè)備制造業(yè)機(jī)械設(shè)備23.624.72交運(yùn)設(shè)備 鐵路、船舶、航空航天和其他運(yùn)輸設(shè)備制造業(yè)8.01通用設(shè)備制造業(yè)機(jī)械設(shè)備0.5-1.910.18.20農(nóng)副食品加工業(yè)食品飲料-5.9-4-6.5-5.58.60化學(xué)原料和化學(xué)制品制造業(yè)金屬制品業(yè)基礎(chǔ)化工機(jī)械設(shè)備-2.5-2.36.910.82儀器儀表制造業(yè)儀器儀表-5.7-7.612.712.40廢棄資源綜合利用業(yè)其他-1.66.7-4.96.512.510.214.014.011黑色金屬冶煉和壓延加工業(yè)礦物加工TMT設(shè)備15.80石油和天然氣開(kāi)采業(yè)采礦業(yè)1.5-2.71.2-18.317.811電氣機(jī)械和器材制造業(yè)汽車(chē)制造業(yè)電力設(shè)備交運(yùn)設(shè)備-5.6-9.921.2-5.7-4.226.320.314.821424.0有色金屬礦采選業(yè)石油、煤炭及其他燃料加工業(yè)金屬制品、機(jī)械和設(shè)備修理業(yè)-2.3-4.132.728.90有色金屬冶煉和壓延加工業(yè)礦物加工6.2-0.4-0.15.9-1.2-2.70采礦業(yè)制造業(yè)工業(yè)工業(yè)工業(yè)0.1-1第二產(chǎn)業(yè)：工業(yè)2026-052026-062026-052026-06環(huán)比改善指標(biāo)數(shù)量固定資產(chǎn)投資(不含農(nóng)戶)完成額:累計(jì)同比:%規(guī)模以上工業(yè)企業(yè):產(chǎn)成品存貨:同比:%相對(duì)景氣判斷板塊/大類(lèi)行業(yè)/細(xì)分行業(yè)行業(yè)比較進(jìn)口29%-2.147.50 48.8050.1049.8045.6047.30主要原材料購(gòu)進(jìn)價(jià)格52%-1.053.2054.2060.5063.7063.9054.80行業(yè)比較進(jìn)口29%-2.147.50 48.8050.1049.8045.6047.30主要原材料購(gòu)進(jìn)價(jià)格52%-1.053.2054.2060.5063.7063.9054.8056.10量?jī)r(jià)庫(kù)存 出廠價(jià)格29%-0.447.8048.2051.9055.1055.4050.6050.60采購(gòu)量20%-2.049.4051.4049.8051.1050.9048.2048.70原材料庫(kù)存63%-0.148.3048.4048.6049.3047.7047.5047.40產(chǎn)成品庫(kù)存80%0.948.6047.7049.3047.5046.7045.8048.60從業(yè)人員62%0.549.0048.5048.6048.8048.6048.0048.10供應(yīng)商配送時(shí)間21%-0.449.5049.9049.2049.5049.5049.1050.10生產(chǎn)經(jīng)營(yíng)活動(dòng)預(yù)期31%-0.254.1054.3053.9054.5053.4053.2052.60大型企業(yè)5%-1.249.5050.7051.1050.2051.6051.5050.30企業(yè)類(lèi)型 中型企業(yè)49%-0.849.7050.5048.6050.5049.0047.5048.70小型企業(yè)30%-0.847.4048.2048.5050.1049.3044.8047.40裝備制造業(yè)59%-1.151.4052.5052.1051.8051.5049.8050.10行業(yè) 高技術(shù)制造業(yè)78%-0.253.3053.5052.9052.2052.1051.5052.00基礎(chǔ)原材料行業(yè)8%-0.147.0047.1047.1047.9048.9047.8047.90消費(fèi)品行業(yè)2%-2.447.8050.2049.7050.7050.8048.8048.30非制造業(yè)PMI%2010年來(lái)分位數(shù)最新較上月環(huán)比變化pct2026-072026-062026-052026-042026-032026-022026-01行業(yè)服務(wù)業(yè)5%-1.149.3050.4050.3049.6050.2049.7049.50商務(wù)活動(dòng)4%-1.249.0050.2050.1049.4050.1049.5049.40制造業(yè)PMI%2010年來(lái)分位數(shù)最新較上月環(huán)比變化pct2026-072026-062026-052026-042026-032026-022026-01整體8%-1.149.2050.3050.0050.3050.4049.0049.30生產(chǎn)10%-1.549.9051.4051.2051.5051.4049.6050.60新訂單4%-2.748.5051.2049.9050.6051.6048.6049.20訂單在手訂單59%-1.345.8047.1046.8046.2047.1044.0045.10新出口訂單62%-0.549.6050.1048.6050.3049.1045.0047.80新訂單5%-3.644.4048.0045.0044.3045.0045.2046.10訂單在手訂單16%-0.943.3044.2043.8042.4043.2042.3042.50新出口訂單19%-0.947.0047.9048.1047.3048.8044.7046.90投入品價(jià)格13%0.049.7049.7052.2051.7052.3050.9050.00量?jī)r(jià)庫(kù)存銷(xiāo)售價(jià)格15%-0.547.9048.4048.8048.1049.9048.8048.80存貨4%-0.245.1045.3045.1045.3043.5045.4044.80從業(yè)人員5%-0.445.4045.8045.6045.5045.2046.0046.10供應(yīng)商配送時(shí)間18%-0.450.9051.3051.2050.9051.5050.5051.10業(yè)務(wù)活動(dòng)預(yù)期7%0.155.4055.3054.8054.7054.2055.0056.00建筑業(yè)2% -2.047.0049.0048.80 48.00 49.3048.2048.80持續(xù)好于內(nèi)需，但新能源車(chē)內(nèi)銷(xiāo)降幅繼續(xù)收窄；1-6月文體用品零售額增速底部企穩(wěn)，日用品和金銀珠寶增速放緩至0附近；白酒和豬肉價(jià)格底部企穩(wěn)，乳品和牛羊肉均價(jià)同比保持正增長(zhǎng)，美國(guó)FDA新藥獲批量同比降幅進(jìn)一步收窄

行業(yè)比較；注：價(jià)格采用年初以來(lái)均價(jià)同比，環(huán)比改善指相比上個(gè)月同比增速加快或降幅收窄，下同。行業(yè)比較5.0%4.0%5.0%4.0%3.0%2.0%1.0%0.0%6.0%5.0%4.0%3.0%2.0%1.0%0.0%-1.0%-2.0%-3.0%

消費(fèi)者信心指數(shù)社零總額社零：商品零售額社零：除汽車(chē)以外的消費(fèi)品零售額10.0%8.0%6.0%4.0%2.0%0.0%-2.0%-4.0%-6.0%

限額以上：零售總額80.0%60.0%40.0%20.0%0.0%-20.0%-40.0%

40.0%30.0%20.0%10.0%0.0%-10.0%-20.0% 乘用車(chē)出口量 乘用車(chē)內(nèi)銷(xiāo)量

新能源車(chē)出口量 新能源車(chē)內(nèi)銷(xiāo)量

限額以上：家電和音像器材零售額40.0%35.0%30.0%25.0%20.0%15.0%10.0%5.0%0.0%-5.0%-10.0%

25.0%20.0%15.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%

25.0%20.0%15.0%10.0%5.0%0.0%-5.0%-10.0% 空調(diào)內(nèi)銷(xiāo)量 空調(diào)出口量

冰箱內(nèi)銷(xiāo)量 冰箱出口量

洗衣機(jī)內(nèi)銷(xiāo)量 洗衣機(jī)出口量；注：如無(wú)特別說(shuō)明，報(bào)告中折線圖均為量、價(jià)或銷(xiāo)售額的同比增速，下同。-7月均10%以上60.0%50.0%40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%-30.0%-40.0%

30.0%20.0%10.0%0.0%-10.0%-20.0%-30.0%

20.0%15.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%棉花 白鵝絨 灰鵝絨

乙二醇(MEG) 精對(duì)苯二甲酸聚酯切片滌綸長(zhǎng)絲DTY 滌綸長(zhǎng)絲POY15.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%

15.0%9.0%8.0%7.0%9.0%8.0%7.0%6.0%5.0%4.0%3.0%2.0%1.0%0.0%5.0%0.0%-5.0%-10.0%-15.0% 滌綸短纖 粘膠短纖 腈綸短纖

紗線 干繭 生絲

限額以上：服裝零售額行業(yè)比較行業(yè)比較-6月文體用品零售額增速底部企穩(wěn)，日用品和金銀珠寶增速放緩至0附近，線下餐飲社零增速放緩至近兩年低位，電影票房收入和觀影人次降幅收窄，快遞反內(nèi)卷下單價(jià)同比繼續(xù)上漲

A新藥獲批量增速降幅進(jìn)一步收窄16.0%14.0%12.0%10.0%8.0%6.0%4.0%2.0%0.0%

0.5%0.0%-0.5%-1.0%-1.5%-2.0%-2.5%-3.0%-3.5%

1.0%0.5%0.0%-0.5%-1.0%-1.5%-2.0%-2.5%-3.0% 限額以上：糧油食品飲料煙酒零售額

白酒批發(fā)價(jià)格總指數(shù)

牛奶零售價(jià) 酸奶零售價(jià)20.0%15.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%

5.0%0.0%-5.0%-10.0%-15.0%-20.0%

20.0%15.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%-25.0%-30.0% 牛肉價(jià)格 羊肉價(jià)格

白條雞價(jià)格 毛鴨價(jià)格

豬肉價(jià)格8.0%7.0%6.0%5.0%4.0%3.0%2.0%1.0%0.0%-1.0%-2.0%-3.0%

40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%-30.0%-40.0%-50.0%

限額以上：中西藥品零售額

FDA:

FDA:新藥上市獲批數(shù) FDA:新藥補(bǔ)充獲批數(shù)行業(yè)比較行業(yè)比較行業(yè)比較行業(yè)比較CPI】6CI%50.2C大幅回落，消費(fèi)電子產(chǎn)品漲價(jià)繼續(xù)推升通信工具CPI裝機(jī)增速高基數(shù)下負(fù)增；叉車(chē)挖機(jī)和重卡銷(xiāo)量均保持兩位數(shù)增長(zhǎng)機(jī)增速高基數(shù)下負(fù)增60.0%40.0%20.0%0.0%-20.0%-40.0%-60.0%2024-062024-082024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-06

60.0%40.0%20.0%0.0%-20.0%-40.0%-60.0%-80.0%

026-0426-06-06

200.0%150.0%100行業(yè)比較行業(yè)比較電7.0%6.0%5.0%4.0%3.0%2.0%1.0%0.0%-1.0%-2.0%

70.0%60.0%50.0%40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%2024-062024-082024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-06

70.0%60.0%50.0%40.0%30.0%20.0%10.0%2024-062024-082024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-06新造船價(jià)格

新接船舶訂單量

工業(yè)機(jī)器人產(chǎn)量50.0%40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%2024-062024-082024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-06

70.0%60.0%50.0%40.0%30.0%20.0%10.0%0.0%-10.0%2024-062024-082024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-06

50.0%40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%2024-062024-082024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-06叉車(chē)內(nèi)銷(xiāo)量 叉車(chē)外銷(xiāo)量挖掘機(jī)內(nèi)銷(xiāo)量 挖掘機(jī)出口量重卡銷(xiāo)量行業(yè)比較行業(yè)比較0%累計(jì)增速10%10%5%%42.0%22.8%32.1%22.8%36.0%21.2%27.8%21.3%35.0%19.5%22.6%19.4%38.4%19.9%18.3%20.5%33.5%21.2%13.3%20.0%39.5%24.1%26.4%29.4%541%56.5%4.8%5.2%5.9%1.5%25.1%45.8%22.6%43.3%32.5%43.6%34.7%42.3%34.5%35.0%44.8%44.6%4.5%11.3%13.4%12.8%12.3%61%43.9%38.6%25.1%25.0%24.5%22.0%26.5%50%55月月國(guó)產(chǎn)游戲?qū)徟鷶?shù)量:累計(jì)中國(guó)游戲市場(chǎng)銷(xiāo)售收入:累計(jì)游戲8.9%1.1%5.0%5.6%5.3%6.6%95%70.0%-7.4%-7.9%-7.1%-10.1%-9.7%%50434.5%42.8%43.9%43.9%46.6%100%668.5%43.3%42.7%34.3%38.8%33.6%34.6%91%595%6%5565.9%-0.1%3.8%3.7%4.9%5.8%91%610.8%32%45.2%31.0%27.3%20.2%14.6%12.9%86%9.1%2.6%2.5%0.8%-0.5%-1.7%%5033191.9%151.6%160.9%171.0%180.7%181.6%95%9220.5%216.7%217.0%100%10208.7%190.0%193.4%218.7%253.0%236.3%275.7%244.7%290.1%100%1017.9%10.1%11.3%14.4%17.6%15.0%-0.6%-4.9%-1.0%3.3%5.3%1.4%18%322.9%15.5%16.4%16.8%19.7%22.2%95%786%95%555%4777%45510.4%4.4%10.8%13.9%18.0%20.8%6-10.6%-15.9%-16.1%-15.7%-14.3%-12.3%27%6月月月月月月月月月月月月月月月月月月月月月月發(fā)光二極管IC制造印刷電路板原料印刷電路板制造被動(dòng)元件連接器光學(xué)動(dòng)態(tài)隨機(jī)存儲(chǔ)器動(dòng)態(tài)隨機(jī)存儲(chǔ)器芯片DRAM模組觸摸屏面板主板PCPC品牌PC代工手機(jī)電池電子臺(tái)股營(yíng)收28.0%38.9%-0.9%-9.1%7-15.5%-14.3%-11.6%-22.6%-5.5%0.0%-3.1%-2.6%38%36%76.2%3.6%2.7%4.0%6.5%4420.6%34.3%35.5%36.4%34.5%91%752.4%59.9%64.8%69.9%100%1052.0%47.0%56.2%60.9%76.7%91.4%103.9%105.6%100%11-10.2%-9.7%-9.6%-9.3%-9.1%-8.8%-8.1%24%569.2%78.5%109.5%149.3%186.2%235.7%257.4%100%111115.1%1171.8% 1153.8%76%8498.5%548.5%618.0%673.9%1149.4%699.1%1125.5%703.8%1093.4%716.2%1066.3%100%11日月日月月月月月DRAM價(jià)格DXI指數(shù)NANDFlash價(jià)格費(fèi)城半導(dǎo)體指數(shù)集成電路產(chǎn)量光電子器件產(chǎn)量智能手機(jī)出貨量智能手機(jī)上市新機(jī)型量電子17.6%20.0%16.8%13.1%12.9%25%313.8%13.5%17.6%22.2%23.5%25.3%82%10-2.2%3.7%-12.6%-9.4%-4.0%1.4%5%511.2%59%620.4%17.7%42.1%2.8%22.5%10.7%12.6%18.6%12.0%27.0%95%6-1.6%-1.7%-0.7%-1.8%4-0.1%-0.3%-0.8%0%6月月月月月月月電信業(yè)務(wù)總量電信業(yè)務(wù)收入光模塊出口金額光模塊出口數(shù)量光模塊出口均價(jià)通訊器材零售額通信2026/7/312026/6/302026/5/312026/4/302026/3/312026/2/282026/1/31近兩年趨勢(shì)近兩年分位數(shù)近一年環(huán)比改善月數(shù)頻率指標(biāo)領(lǐng)域0%累計(jì)增速

行業(yè)比較行業(yè)比較7月低價(jià)開(kāi)源大模型份額提升沖擊下，entoken支出指數(shù) 費(fèi)城半導(dǎo)體指數(shù)(右軸)140120100806040200202Wind、、申萬(wàn)宏源研究-6動(dòng)元件、存儲(chǔ)、半導(dǎo)體材料、PC代工等同比加速向上

行業(yè)比較行業(yè)比較&璃、純堿等建材價(jià)格同比降幅收窄，TDI/MDI和聚醚價(jià)格同比兩位數(shù)增長(zhǎng)凈息差:商業(yè)銀行 凈息差:大型商業(yè)銀行 凈息差:股份制商業(yè)銀行凈息差:城市商業(yè)銀行 凈息差:農(nóng)村商業(yè)銀行

不良貸款比例:商業(yè)銀行 不良貸款比例:大型商業(yè)銀不良貸款比例:股份制商業(yè)銀行不良貸款比例:城市商業(yè)銀不良貸款比例:農(nóng)村商業(yè)銀行保費(fèi)收入 保費(fèi)-財(cái)產(chǎn)險(xiǎn)收入 保費(fèi)-壽險(xiǎn)收保費(fèi)-人身險(xiǎn)收入 保費(fèi)-健康險(xiǎn)收入滬深兩市日均成交額:累計(jì) 股票市場(chǎng)籌資額:累計(jì)行業(yè)比較行業(yè)比較0.0%-2.0%-4.0%-6.0%-8.0%-10.0%-12.0%

0.0%-5.0%-10.0%-15.0%-20.0%

0.0%-5.0%-10.0%-15.0%-20.0%-25.0%-30.0%-35.0%一線城市二手房掛牌價(jià) 二線城市二手房掛牌三線城市二手房掛牌價(jià)地產(chǎn)開(kāi)發(fā)投資完成額 商品房銷(xiāo)售面積20.0%15.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%-25.0%

水泥價(jià)格 混凝土價(jià)格

0.0%-5.0%-10.0%-15.0%-20.0%-25.0%-30.0%-35.0%-40.0%-45.0%行業(yè)比較行業(yè)比較40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%-30.0%位；高油價(jià)引發(fā)通脹預(yù)期和實(shí)際利率上行，貴金屬價(jià)格同比繼續(xù)回落，工業(yè)金屬價(jià)格相對(duì)具有韌性；大宗用紙價(jià)格同比漲幅擴(kuò)大行業(yè)比較行業(yè)比較

10.0%5.0%0.0%-5.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%-25.0%-30.0%-35.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%-25.0%-30.0%鐵礦石鐵礦石鋼材鋼材

】鐵礦石和能源成本抬升，鋼材均價(jià)同比跌幅趨勢(shì)收窄】鐵礦石和能源成本抬升，鋼材均價(jià)同比跌幅趨勢(shì)收窄煙煤煙煤

工業(yè)萘工業(yè)萘液化天然氣LNG液化天然氣LNG

30.0%20.0%10.0%30.0%20.0%10.0%0.0%-10.0%-20.0%-30.0%20.0%15.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%2024-082024-102024-12原油2025-02原油2025-042025-06汽油2025-08汽油2025-102025-122026-022026-042026-0630.0%25.0%20.0%30.0%25.0%20.0%15.0%10.0%5.0%0.0%-5.0%-10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%-25.0%-30.0%廢鋼 鋼坯廢鋼 鋼坯

火電發(fā)電量火電發(fā)電量水電發(fā)電量水電發(fā)電量

40.0%30.0%40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%-30.0%-40.0%-50.0%焦煤焦煤焦炭焦炭

50.0%40.0%50.0%40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%液化石油氣LPG2024-08液化石油氣LPG2024-102024-122025-022025-042025-06丁烷2025-08丁烷2025-102025-12丙烷2026-02丙烷2026-042026-0615.0%10.0%5.0%0.0%-5.0%-10.0%15.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%-25.0%20.0%15.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%-25.0%-30.0%60.0%50.0%40.0%30.0%20.0%10.0%0.0%0.0%-2.0%-4.0%-6.0%-8.0%-10.0%-12.0%-14.0%-16.0%-18.0%普通中板普通中板縫鋼管縫鋼管角鋼角鋼

風(fēng)電發(fā)電量風(fēng)電發(fā)電量太陽(yáng)能發(fā)電量太陽(yáng)能發(fā)電量

動(dòng)力煤動(dòng)力煤

2024-062024-082024-102024-12石蠟2025-02石蠟2025-042025-06瀝青2025-08瀝青2025-102025-122026-022026-042026-06較較】地緣局勢(shì)反復(fù)，-7%以上，石化鏈價(jià)格漲幅也處于高位第16頁(yè)共23有韌性

50.0%40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%-30.0%2024-062024-082024-102024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-062024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-06黃金 銀 銅 鋁 氧化鋁 鉛 鋅

80.0%70.0%60.0%50.0%40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%2024-062024-082024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-062024-062024-082024-102024-122025-022024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-06

銻 稀土

錫 鎂錠】板紙和集運(yùn)價(jià)格同比漲幅擴(kuò)大15.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%

25.0%20.0%15.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%-25.0%

10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.2.5%2.0%1.5%1.0%0.5%0.0%-0.5%

200.0%150.0%10行業(yè)比較行業(yè)比較行業(yè)比較8%行業(yè)比較%11.7%12.5%11.7%12.5%12.8%8.7%1.4%0.2%1.2%0.5%-0.9%-1.5%-2.1%-2.4%-5.3%-5.0%-5.8%-7.6%-7.3%-7.3%-8.9%-9.7%-10.3%-10.4%-10.4%-10.5%-10.5%-10.6%10.0%5.0%0.0%-5.0%-10.0%-15.0%中國(guó)化工產(chǎn)品價(jià)格指數(shù)(CCPI)】7月油價(jià)反彈，石油化工、煤化工、橡膠絕大多數(shù)品類(lèi)均價(jià)同比漲幅來(lái)到近兩年高位60.0%50.0%40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%2024-062024-082024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-06

30.0%20.0%10.0%0.0%-10.0%-20.0%-30.0%

30.0%20.0%10.0%0.0%-10.0%-20.0%2024-062024-082024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-062024-062024-082024-102024-122025-022024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-06純苯 甲苯 苯乙烯乙二醇 環(huán)氧丙烷40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%-30.0%-40.0%

20.0%15.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%2024-062024-082024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-06

30.0%20.0%10.0%0.0%-10.0%-20.0%-30.0%2024-062024-082024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-06丙烯酸 丙烯酸丁酯2024-062024-082024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-06正丁醇 丙烯腈 丁酮40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%-30.0%

4.0%2.0%0.0%-2.0%-4.0%-6.0%-8.0%-10.0%

40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%2024-062024-082024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-06天然橡膠 順丁橡膠 丁苯橡膠

轎車(chē)輪胎經(jīng)銷(xiāo)商價(jià)格指數(shù)2024-062024-082024-102024-122025-022025-042025-062024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-062024-062024-082024-102024-122025-022025-042025-062025-082025-102025-122026-022026-042026-06行業(yè)比較行業(yè)比較5.0%0.0%-5.0%-10.0%-15.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%-25.0%-30.0%-35.0%-40.0%-45.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%-25.0%-30.0%-35.0%硫磺硫磺硫酸硫酸

尿素尿素液氨液氨合成氨合成氨

純堿】硫磺硫酸價(jià)格同比翻倍，磷肥、復(fù)合肥價(jià)格同比兩位數(shù)上漲純堿】硫磺硫酸價(jià)格同比翻倍，磷肥、復(fù)合肥價(jià)格同比兩位數(shù)上漲電石電石聚氯乙烯(PVC)聚氯乙烯(PVC)

2024-062024-082024-10LDPE(薄膜LDPE(薄膜)2025-022025-042025-062025-08甲醛2025-10甲醛2025-122026-022026-042026-0630.0%20.0%10.0%0.0%30.0%20.0%10.0%0.0%-10.0%-20.0%-30.0%-40.0%30.0%25.0%20.0%15.0%10.0%5.0%0.0%-5.0%-10.0%20.0%15.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%含氯復(fù)合肥含氯復(fù)合肥含硫復(fù)合肥含硫復(fù)合肥

磷酸一銨磷酸一銨磷酸二銨磷酸二銨

氫氟酸氫氟酸二氯甲烷二氯甲烷三氯甲烷三氯甲烷

2024-06環(huán)氧樹(shù)脂2024-08環(huán)氧樹(shù)脂2024-102024-12環(huán)氧氯丙烷2025-02環(huán)氧氯丙烷2025-042025-062025-08不飽和樹(shù)脂(191#)不飽和樹(shù)脂(191#)2025-122026-022026-042026-0610.0%5.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%-25.0%-30.0%-35.0%硫酸鉀硫酸鉀氯化鉀氯化鉀

30.0%20.0%10.0%30.0%20.0%10.0%0.0%-10.0%-20.0%-30.0%鈦白粉鈦白粉海綿鈦海綿鈦

2024-06雙酚