Overview of Economic Activities: The total number of domestic cases continued to decline this week, mainly due to the improvement of the epidemic in Hainan, but confirmed cases increased in many provinces such as Sichuan; The summer vacation is approaching its end, coupled with repeated outbreaks of the epidemic, and there is a downward trend in intercity activities across the country, which requires high attention in the future. Production related situation: Under the high temperature, the daily consumption of steam coal has risen to a high level. As the high temperature alleviates,9 Monthly coal consumption may decrease; After experiencing inventory reduction in the early stage, the operating rate of thread steel has rebounded recently; The physical workload of infrastructure construction has been formed, and the asphalt operating rate has remained stable; As the equipment maintenance is completed and gradually returns, methanolPTA The operating rate rebounded slightly at the bottom; However, the production rate of polyester filament continues to remain low during the off-season. Transportation related information: The freight flow on highways in various regions is steadily increasing; The orderly operation of express logistics leads to an increase in throughput fluctuations; The repeated overlapping of the epidemic and the approaching end of summer transportation have led to a decrease in the number of civil aviation passengers and flights compared to the previous month; The number of container ships arriving at Ningbo Port has rebounded, while the speed of cargo operation at Shanghai Port has decreased. Pay attention to the impact of the epidemic on economic activities.7 Since the beginning of the month, the epidemic has spread nationwide, but the drag on economic intercity activities is not yet obvious. However, there are signs of a slowdown in economic travel activity this week, which requires high attention in the future. Risk reminder: The uncertainty of the global epidemic, the unexpected changes in domestic and foreign economic situations and policy adjustments. |