唐山高炉开工率继续下降.pptxVIP

经济增长篇- 3 -生产端：建材价格涨幅扩大行业环比（阴影：环比走弱）环比21-0321-0221-0120-1220-1120-1020-0920-0820-0720-0620-0520-0420-03土地成交面积三月移动平均（周）-38.4%-13.8%-0.4%-0.4%1.6%-6.9%-5.5%8.0%20.7%27.4%8.5%-34.0%-11.5%一线-15.1%-0.7%18.9%18.9%5.0%1.6%-17.7%3.4%10.2%44.2%7.4%5.9%-35.6%二线-35.2%-11.2%-6.0%-6.0%23.8%-7.2%-9.1%-1.4%2.6%19.7%28.8%23.4%-27.2%三线-43.1%-16.8%2.0%2.0%23.8%-10.3%-3.7%-9.8%12.6%19.4%28.4%-1.8%-37.9%房地产销售面积（周）95.2%-37.7%-14.5%-14.5%16.6%-15.5%11.4%-6.7%-3.5%23.8%18.2%30.7%278.2%一线98.5%-45.6%-7.0%-7.0%18.3%-28.5%32.2%2.2%-3.2%14.8%18.6%29.5%211.1%二线107.4%-27.6%-23.6%-23.6%21.7%-8.0%6.8%-19.8%-5.1%32.4%18.4%41.4%221.1%三线73.8%-43.8%-6.9%-6.9%8.0%-13.6%2.9%16.7%-1.4%17.2%17.6%19.2%452.7%浙电（日）89.4%-48.7%21.7%21.7%-1.3%-6.6%-16.9%16.1%0.4%-7.6%24.0%10.6%180.9%焦煤价格（日）1.4%-9.3%5.3%5.3%17.2%6.2%4.6%0.1%2.3%4.4%1.5%-11.7%1.0%焦炭价格（日）-11.1%-6.8%5.3%5.3%10.2%7.5%-0.9%3.3%-0.9%8.0%6.9%-6.9%-1.4%动力煤价格（日）8.1%-10.5%-1.7%-1.7%13.7%-0.2%5.8%0.9%3.3%3.0%6.1%-7.2%-4.6%螺纹钢价格（日）6.9%1.4%1.9%1.9%4.6%1.1%0.6%1.9%-0.2%2.1%2.7%-0.5%-0.1%线材价格（日）7.4%3.4%2.5%2.5%8.5%-0.7%2.3%3.0%0.4%3.0%2.0%-1.5%-3.6%热轧价格（日）7.4%2.4%0.3%0.3%10.7%-0.1%-3.5%4.8%5.2%5.8%6.0%-4.9%-2.1%冷轧价格（日）4.5%-1.9%-2.2%-2.2%11.8%1.7%5.1%6.7%3.9%5.5%4.4%-9.7%-4.0%高炉开工率（周）-4.5%0.3%-1.7%-1.7%-0.4%-1.7%-2.2%1.3%-0.3%0.4%3.0%5.2%3.0%粗钢产量（旬）-0.4%2.5%0.4%0.4%3.2%0.5%-0.1%0.5%0.7%2.7%5.3%8.0%-2.0%水泥均价（日）-1.8%-2.7%-1.5%-1.5%1.0%4.3%3.6%0.6%-5.6%-1.3%0.9%-3.8%-4.9%浮法玻璃均价（日）4.1%-4.9%3.9%3.9%6.9%0.4%6.6%15.6%5.5%5.8%-5.4%-9.2%-1.5%浮法玻璃库存（周）-2.1%15.1%2.8%2.8%-13.2%-6.1%-9.6%-10.4%-3.0%-3.4%-2.6%1.9%10.0%CCFI指数（周）-7.3%8.3%27.8%27.8%30.8%8.3%10.6%2.4%2.6%0.2%-5.1%-1.6%-2.4%SCFI指数（周）-7.5%-1.1%16.9%16.9%30.8%5.9%17.8%12.4%6.8%13.5%1.7%-4.6%0.2%房地产电力煤炭钢铁建材交运资料来源：wind，招商证券- 4 -生产端：电厂日耗平稳电厂日耗平稳。3月26日，浙电日耗煤13.6万吨，较3月19日的13.9万吨减少2.2% 。3月25日，沿 海八省电厂日耗为188.6万吨，较3月18日的188.1万吨增加0.3%。3月以来，浙电日耗与18和19年同期日耗量接近，较20年同比增长56.6%。3月26日浙电日耗为13.6万吨3月25日沿海八省电厂日耗为188.6万吨浙电日耗（万吨），已作春节对齐处理2020 2019 2018 2021沿海八省电厂日耗（万吨）21020922025.00200.4 198.5194.6 188.1 188.6184180.8180.220019920.00180