行業(yè)比較?？唐穬r格普跌，消費持續(xù)低迷

1、內(nèi)容目錄行業(yè)板塊市場表現(xiàn)回顧...............................................................................................7板塊綜述..............................................................7行業(yè)跟蹤.......................................

2、.......................7下游行業(yè)：雙十一壓制消費，地產(chǎn)景氣度持續(xù)下行.....................................................9家用電器：空調(diào)銷量同比跌幅拉大........................................9商貿(mào)零售：社消增速小幅回落...........................................10食品飲料：奶

3、粉價格大幅反彈...........................................10紡織服裝：棉價小幅回落...............................................11房地產(chǎn)：投資增速下滑幅度加大.........................................12影視傳媒：票房人次同比增速雙雙下滑..................................

4、.13消費電子：微型計算機產(chǎn)量大幅提升.....................................13中游行業(yè)：汽車銷量持續(xù)低迷，機械重卡行業(yè)回暖....................................................14電子：銷售增長放緩...................................................14汽車：乘商用車持續(xù)低迷.............

5、..................................14交通運輸：BDI大幅下挫...............................................15機械重卡：各產(chǎn)品增速均回升...........................................17上游行業(yè)：原油大幅下跌，水泥逆勢上漲...............................................

6、...................18鋼鐵：價格下跌，庫存下降.............................................18煤炭：價格回落.......................................................19有色：多數(shù)價格下跌...................................................20建材：水泥上漲，玻璃跌幅擴大

7、.........................................21化工：產(chǎn)品走勢分化...................................................22原油：價格大幅下跌...................................................24農(nóng)業(yè)：肉價持續(xù)回落............................................

8、.......24國信證券投資評級.....................................................................................................27分析師承諾...............................................................................................

9、................27風(fēng)險提示...................................................................................................................27證券投資咨詢業(yè)務(wù)的說明......................................................................

10、....................27圖40：快遞業(yè)務(wù)量10月同比增速小幅回升..............................................................17圖41：挖掘機銷量10月增速上升............................................................................17圖42：推土機銷量10月同比增速上升..

11、...................................................................17圖43：起重機銷量10月同比增速上升.....................................................................18圖44：重卡銷量10月同比增速上升.............................................

12、............................18圖45：螺紋鋼11月期貨結(jié)算價格持續(xù)下跌..............................................................18圖46：鐵礦石11月期貨結(jié)算價格沖高回落..............................................................18圖47：主要鋼材月庫存同比增速有所下降...

13、.............................................................19圖48：螺紋鋼月庫存同比增速較上月繼續(xù)回落.........................................................19圖49：11月動力煤價格回落...............................................................

14、.....................19圖50：11月焦煤價格下降........................................................................................19圖51：秦皇島煤炭庫存同比增速下降.......................................................................20圖52：

15、煉焦煤庫存同比增速大幅回落.......................................................................20圖53：上海期貨交易所陰極銅結(jié)算價格持續(xù)震蕩......................................................20圖54：上海期貨交易所鋁結(jié)算價格下降......................................

16、..............................20圖55：上海期貨交易所鉛結(jié)算價橫盤整理................................................................21圖56：上海期貨交易所鋅結(jié)算價格下跌....................................................................21圖57：11月碳酸鋰出廠價小幅

17、上升..........................................................................21圖58：稀土價格小幅回落.........................................................................................21圖59：水泥11月平均價格繼續(xù)回升......................

18、...................................................21圖60：玻璃期貨結(jié)算價呈V型走勢..........................................................................21圖61：尿素11月價格持續(xù)上升............................................................

19、....................22圖62：磷酸二銨11月價格強勢上漲.........................................................................22圖63：苯酐11月價格較上月回落............................................................................22圖64：滌綸11月價格大

20、幅回落................................................................................22圖65：粘膠短纖月11月價格下跌............................................................................23圖66：氨綸11月價格繼續(xù)下跌..........................

21、......................................................23圖67：輕質(zhì)純堿11月價格回升................................................................................23圖68：燒堿11月價格環(huán)比小幅上升..................................................

22、.......................23圖69：純MDI11月價格下降...................................................................................23圖70：磷酸氫鈣11月價格小幅上漲.........................................................................23圖71

23、：WTI原油月均價格大幅下跌、庫存回升........................................................24圖72：美國原油鉆機數(shù)量大幅下降...........................................................................24圖73：雞肉價格11月回落.....................................

24、..................................................24圖74：豬肉價格11月大幅回落................................................................................24圖75：生豬存欄10月同比增速回升......................................................

25、...................25圖76：能繁母豬10月同比增速下降.........................................................................25圖77：玉米價格11月上漲.......................................................................................25圖78：飼

26、料價格11月下跌.......................................................................................25圖79：11月CBOT大豆價格上漲............................................................................25圖80：11月CBOT玉米價格下跌...........

27、.................................................................25圖81：11月CBOT小麥價格下跌............................................................................26圖82：11月CBOT稻谷價格小幅上漲.......................................