A股行业中观景气跟踪月报：关注券商、化工品和出海链等中报潜在绩优方向

546.420251-543）1-55.520266182026年6月25Mac201-547.95.41.3个百分点至23.5%。全球AI4）保险：2026年1-54.34个月放缓1.0原油：2026年62026年6月17煤炭：，62026682026有色金属：2026624，6100CME9然超过60，7月1日美联储主席62026年5月全PPI1.13.962025PPI附录数据：工业企业：量（营收、增加值、价（PPI、利（利润）图2：工业企业：短期供给（存货、长期供给（固定资产投资）板块/大类行业/细分行业第二产业：工业工业 采矿业工业 制造业工业 电力、热力、燃气及水生产和供应矿物加工 有色金属冶炼和压延加工业采矿业 有色金属矿采选业采矿业 石油和天然气开采业石油石化 石油、煤炭及其他燃料加工业电力设备 电气机械和器材制造交运设备 汽车制造业其他 金属制品、机械和设备修理其他 废弃资源综合利用业矿物加工 黑色金属冶炼和压延加工业基础化工 化学原料和化学制品制造业TMT设备 计算机、通信和其他电子设备制造食品饮料 农副食品加工业机械设备 金属制品业轻工制造 文教、工美、体育和娱乐用品制造仪器仪表 仪器仪表制造业交运设备 铁路、船舶、航空航天和其他运输设备制造机械设备 通用设备制造业机械设备 专用设备制造业食品饮料 食品制造业食品饮料 酒、饮料和精制茶制造基础化工 化学纤维制造业采矿业 非金属矿采选业食品饮料 烟草制品业基础化工 橡胶和塑料制品业轻工制造 家具制造业纺织服饰 皮革、毛皮、羽毛及其制品和制鞋轻工制造 印刷和记录媒介复制业纺织服饰 纺织服装、服饰业轻工制造 造纸和纸制品纺织服饰 纺织业矿物加工 非金属矿物制品业采矿业 煤炭开采和洗选业公用事业 水的生产和供应业采矿业 黑色金属矿采选业医药 医药制造业轻工制造 木材加工和木、竹、藤、棕、草制品公用事业 电力、热力生产和供应业公用事业 燃气生产和供应业

相对景气判断环比改善指标数量111011211111212010111111100111001100111000

规模以上工业企业:产成品存货:同比:%2026-05 2026-048.8 6.73.5 2.39.1 6.9-16.9 -7.232.7 29.426.3 21.822.9 5.420.3 11.816.1 11.115.2 10.314.8 13.212.7 12.312.5 10.111.6 7.610.2 1010.1 10.38.1 6.57.5 9.36.9 6.16.5 2.76.1 3.85.2 4.34.5 2.44.1 3.94.0 -4.33.4 4.32.5 7.82.2 -0.42.0 0.71.2 0.11.0 1.20.1 0.70.1 -3.3-0.4 -1.8-0.8 -0.7-1.6 -0.2-2.4 -4-2.5 -6.3-3.9 -5.2-5.1 -4.2-9.8 20.9-21.5 -14.5

固定资产投资(不含农户)完成额:累计同比:%2026-05 2026-040.1 2.56.2 11.1-0.4 1.2-0.1 4.4-2.3 -0.932.6 40.55.3 4.9-5.6 -5.31.5 2.9-2.7 -0.5-9.9 -3.9-5.7 -2.8-1.6 -1.9-5.9 -3.66.7 5.40.5 2.6-4.0 -1.4-7.0 -5.6-2.5 0.623.6 24.72.8 5.5-8.0 -6-6.5 -4.5-6.3 -5.9-14.5 -14.11.3 8.3-6.1 -5.3-5.6 -4.7-11.6 -7.2-7.8 -5.3-9.2 -8.6-10.3 -9.36.8 9.710.8 12.1-11.0 -8.84.6 12.6-2.1 1.83.8 14.8-9.0 -7.8-16.3 -11.80.1 52.8 3.2图3：景气：2026年6月制造业PMI回到小幅扩张区间；原材料购进价和出厂价PMI回落，补库存景气小幅收缩，订单继续好转%持续好于内需，但乘用车和新能源车内销降幅有所收窄；纺织品上游原料价格多数继续回升，部分品种涨幅在10%文体用品、日用品和金银珠宝零售额1-5月累计增速放缓至0药品获批量增速降幅收窄

；注：价格采用年初以来均价同比，环比改善指相比上个月同比增速加快或降幅收窄，下同。5.0%4.0%3.0%2.0%1.0%0.0%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%

消费者信心指数

社零总额社零：商品零售额社零：除汽车以外的消费品零售额

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

限额以上：零售总额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% 乘用车出口量 乘用车内销量

新能源车出口量 新能源车内销量

限额以上：家电和音像器材零售额40.0%30.0%20.0%10.0%0.0%-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% 空调内销量 空调出口量

冰箱内销量 冰箱出口量

洗衣机内销量 洗衣机出口量；注：如无特别说明，报告中折线图均为量、价或销售额的同比增速，下同。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 白鹅绒 灰鹅绒

乙二醇(MEG) 精对苯二甲酸(PTA)聚酯切片

涤纶长丝DTY 涤纶长丝POY15.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%

15.0%10.0%8.0%6.0%10.0%8.0%6.0%4.0%2.0%0.0%5.0%0.0%-5.0%-10.0%-15.0% 涤纶短纤 粘胶短纤 腈纶短纤

纱线 干茧 生丝

限额以上：服装零售额-50

A药品获批量增速降幅收窄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% 限额以上：粮油食品饮料烟酒零售额

白酒批发价格总指数

牛奶零售价 酸奶零售价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% 牛肉价格 羊肉价格

白条鸡价格 毛鸭价格

猪肉价格8.0%6.0%4.0%2.0%0.0%-2.0%-4.0%

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

限额以上：中西药品零售额

FDA:药品上市与补充获批数

FDA:新药上市获批数 FDA:新药补充获批数CPI5CPI4CPICPICPICPI:当月同比% 2010年来分位数 最新增速较上月环比变化：pct 2026-05 2026-04 2026-03 2026-02 2026-01食品12%-食品12%-0.1-1.70-1.600.301.70-0非食品73%0.11.901.801.201.30消费品48%0.21.601.401.301.10服务项目21%-0.10.800.900.801.60不包括食品和能源30%-0.11.101.201.101.食品烟酒17%-0.1-0.90-0.800.40食用油22%-0.2-1.20-1.00-0.80畜肉类25%-0.7-7.40-6.70-4.20牛肉63%-0.64.204.807.8羊肉62%0.06.206.20猪肉15%-0.9 -16.10 -15.20奶类14%0.0-1.20-1.20粮食9%0.0-0.30-0.3蛋65%6.16.60水产品16%-0.70.60鲜菜40%2.11.60鲜果24%-1.2-2.20卷烟0%-0.1-酒1%0.1生活用品及服务家用器具家庭服务衣着服装鞋交通和通信交通工具交通工具用燃料邮递服务通信工具通信服务教育文化和娱乐旅游

94%94%3%46%46%47%93%69%91%7%12%99%97%3

0.40.80.0-0.1-0居住租赁房房租水、电、燃料医疗保健中药其装机增速高基数下转负；叉车挖机内外销和重卡销量均保持两位数增长光装机增速高基数下转负60.0%40.0%20.0%0.0%-20.0%-40.0%-60.0%2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05

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

2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-052024-052024-072024-092024-112025-012025-032025-052024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05

电池片:平均现货价 光伏组件

光伏新增设备容量 风电新增设备容量2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05

50.0%40.0%30.0%20.0%10.0%2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05电解液:锰酸锂价格 六氟磷酸锂价碳酸锂价格

2024-052024-072024-092024-112025-012024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05

充电桩保有量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%2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05

70.0%60.0%50.0%40.0%30.0%20.0%10.0%2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05新造船价格

新接船舶订单量

工业机器人产量50.0%40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05

70.0%60.0%50.0%40.0%30.0%20.0%10.0%0.0%-10.0%2024-052024-072024-092024-112024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05

50.0%40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%2024-052024-072024-092024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05叉车内销量 叉车外销量

挖掘机出口量 挖掘机内销量

重卡销量领域通信电子指标领域通信电子指标电信业务总量电信业务收入光模块出口金额光模块出口数量光模块出口均价通讯器材零售额DRAM价格DXI指数NANDFlash价格液晶电视面板价格费城半导体指数频率 近一年环比改善月数月 7月 4月 6月 6月 4月 10月 3工作日 11日 9工作日 11月 4日 100%0%100%50%0%68%45%100%80%100%20%100%近两年趋势2026/6/30 703.8%1093.4%223.8%-8.8%103.9%-1.8%12.6%18.6%-4.0%23.5%13.1%699.1%1125.5%186.2%-9.1%91.4-0.8%-0.7%22.5%10.7%-9.4%22.2%16.8%673.9%1149.-0.3%-1.7%42.1%2.8%-12.6%17.6%2026/2/282026/1/31-0.1%-1.6%20.4%1中国半导体销售额月10100%集成电路产量月8100%光电子器件产量月518%智能手机出货量月754%智能手机上市新机型量月60%发光二极管月518%集成电路设计月741%IC制造月395%集成电路封装测试月645%印刷电路板原料月582%印刷电路板制造月695%被动元件月795%连接器月5光学月5动态随机存储器月10电子动态随机存储器芯片月10台股营收DRAM模组月9背光模组月面板主板PCPC品牌PC代工手机月月游

光学、存储、半导体材料等同比加速向上

&升；水泥玻璃价格同比降幅收窄，TDI/MDI和聚醚价格同比两位数增长指标指标频率近一年环比改善月数4644近两年分位数近两年趋势2026/6/302026/5/312026/4/30 2026/3/31 2026/2/282026/1/3129%29%52%3614%23%1363635%35%20%17%20%-7.2%-3.6%-5.3%-4.4%5235.1%-1.6%-5.3%-8.1%-52.2%-76.9%-86.9%-86.3%-85.8%-43.2%-46.0%-43.6%-42.2%-38.5%78.4%-2.7%-4.2%-5.5%-1.4%27%18%9%0%-0.9%-0.4%13.0%26.6%28.0%26.1%91%117.9%17.5%96%101.6%11.2%15.6%18.3%15.3%17.7%96%94.0%4.4%18.0%30.3%31.7%31.1%96%12日日日周月月月月TDI价格MDI价格商业和办公家具均价全屋定制均价家具零售额家具-16.9%-20.4%-22.4%-24.6%-25.7%-23.5%-22.3%-21.1%-20.1%-18.7%87%9-20.8%-19.8%-16.6%-15.9%-14.8%-13.6%87%11-15.5%-13.1%-12.8%-12.5%-12.3%-12.2%74%11-20.2%-19.0%-20.1%-20.8%-20.6%-20.0%日周日日月水泥价格混凝土价格玻璃价格纯碱价格建筑及装潢材料零售额建材-27.9%-25.0%-24.0%-23.4%40%-11.7%-11.7%-12.1%-12.2%-23.1%-20.2%-22.1%-22.7%40%-13.5%-10.7%-10.6%-11.3%-10.3%-11.0%-13.6%-16.2%-7.5%-7.3%-7.4%-7.6%-7.6%-7.6%82%9-9.6%-9.6%-9.9%-10.1%-10.2%-10.1%8-7.3%-7.9%-8.6%-9.1%-9.3%-9.4%周周周月月月月月一线城市二手房挂牌价二线城市二手房挂牌价三线城市二手房挂牌价地产开发投资完成额商品房销售面积房屋新开工面积房屋施工面积房屋竣工面积地产13.4%56.0%83.3%39.6%60%153.1%76.9%69.7%74.9%91.0%98.5%91%7月月沪深两市日均成交额:累计股票市场筹资额:累计证券13.1%8.1%5.5%4.5%3.9%513.8%13.6%10.9%10.2%8.7%7.9%7.6%6.8%6.2%5.6%0.2%-1.4%-1.3%-1.2%-0.9%10%11.6%8.4%6.3%5.3%4.3%24%月月月月月保费收入保险领域1.8%1.7%1.6%1.5%1.4%1.3%1.8%1.7%1.6%1.5%1.4%1.3%1.2%3.5%3.0%3.5%3.0%2.5%2.0%1.5%1.0%净息差:商业银行 净息差:大型商业银行 净息差:股份制商业银净息差:城市商业银行 净息差:农村商业银行

不良贷款比例:商业银行 不良贷款比例:大型商业银不良贷款比例:股份制商业银行不良贷款比例:城市商业银不良贷款比例:农村商业银行20.0%15.0%10.0%5.0%0.0%-5.0%20.0%15.0%10.0%5.0%0.0%-5.0%-10.0%500.0%400.0%300.0%200.0%100.0%0.0%-100.0%-200.0%保费收入 保费-财产险收入 保费-寿险收保费-人身险收入 保费-健康险收入

沪深两市日均成交额:累计 股票市场筹资额:累计&地产链核心跟踪指标】水泥玻璃价格同比降幅收窄，IMI和聚醚价格同比两位数增长0.0%-2.0%-4.0%-6.0%-8.0%-10.0%-12.0%

0.0%-5.0%-10.0%-15.0%-20.0%-25.0%-30.0%-35.0%一线城市二手房挂牌价 二线城市二手房挂牌三线城市二手房挂牌价

地产开发投资完成额 商品房销售面积20.0%15.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%-25.0%

水泥价格 混凝土价格

0.0%-5.0%-10.0%-15.0%-20.0%-25.0%-30.0%-35.0%-40.0%-45.0%40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%-30.0%】地缘局势缓和，-6%以上，对石化链涨价仍有滞后传导；领域 指标 频率 近一年环比改善月数 近两年分位数 近两年趋势 2026/6/302026/5/312026/4/302026/3/312026/2/282026/1/31原油 日 7 96% 21.8% 22.1% 13.5% 1.2% -15.0% -19.9%汽油 日 7 96% 1.0% 1.2% 0.2% -4.5% -15.0% -15.7%液化石油气LPG 日 5 100% 17.2% 14.7% 9.1% 0.7% -10.2% -11.4%丁烷 日 6 96% 43.9% 45.2% 35.1% 20.6% -0.9% -3.9%丙烷 日 6 96% 33.3% 35.0% 28.6% 18.6% -1.6% -4.6%石蜡 日 5 24% -5.4% -6.5% -10.0% -15.5% -19.0% -18.1%能源电力钢铁领域小金属造纸交运

沥青工业萘液化天然气LNG烟煤焦煤焦炭火电发电量水电发电量风电发电量铁矿石缝钢管角钢银铜铝铅锌锡镍钴锑铀白板纸快递业务量快递单价集装箱运价油运BDTI沿海散货运价BDI

周 8周 5日 5日 8日 12日 11日 11月 7月 7月 8月 4月 4日 12日 13日 11日 12日 10日 11周 10频率 近一年环比改善月日 7日 7日 9日 8日 5日 9日 5日 7日 11日 10日 8日 10日 0月 11日 11周 1周 8周 8日 10日 7月 8月 2月 2月 10周 4周 8日 11周 10日 11

100%68%100%100%100%100%100%55%95%60%0%5%96%100%100%100%100%100%100%近两年分位数80%80%92%88%24%64%60%92%88%100%80%100%0%58%84%4%48%100%96%100%55%9%5%100%44%68%92%100%88%

近两年趋势

10.5%-5.3%13.0%1.9%28.4%9.4%13.9%3.9%0.9%-0.5%-1.9%-3.6%-1.3%-1.3%52.4%137.7%31.1%18.8%-8.0%-0.5%4.0%56.4%2.3%15.0%96.0%-11.4%-16.3%47.8%-17.1%-4.5%3.5%5.1%3.6%0.6%15.0%138.6%14.4%81.9%

6.2%-6.5%8.0%-2.5%20.4%3.3%9.1%5.0%3.4%10.6%1.6%27.3%3.5%0.4%-1.3%-2.9%-4.0%-2.3%-2.2%58.2%149.7%30.9%19.5%-10.1%-0.3%2.9%54.7%2.4%14.6%103.1%-13.1%-13.2%26.6%49.2%-17.0%-4.2%2.6%3.0%1.8%-9.1%7.2%5.2%1.9%0.6%6.3%145.8%12.9%86.4%

-0.6%-7.1%-1.2%-3.8%17.5%0.5%3.7%4.7%3.6%9.7%0.5%28.2%2.1%0.0%-2.7%-4.0%-4.5%-3.6%-3.4%63.4%152.3%30.2%19.2%-13.3%-0.6%1.7%51.7%3.5%12.8%110.3%-15.0%-6.8%28.2%50.1%-17.6%-4.2%1.3%0.4%0.0%-7.3%6.6%5.1%1.5%0.7%-1.3%146.9%9.0%76.1%

-8.6%-9.8%-8.5%-5.9%16.6%-2.5%-0.7%4.8%3.7%8.6%1.1%29.7%0.3%-1.0%-3.7%-4.1%-5.0%-4.6%-4.4%69.6%157.9%30.0%17.5%-18.3%-1.1%0.9%52.1%3.3%11.0%127.3%-15.9%6.6%27.1%49.2%-17.0%-4.5%1.1%-1.8%-2.7%-6.8%6.8%5.7%1.0%0.5%-14.5%134.4%5.2%74.8%

-17.0% -18.3%-14.8% -10.1%-14.9% -14.4%-8.1% -10.1%16.0% 14.8%-6.3% -11.0%-6.0% -9.1%5.3%3.2%6.8%9.6%27.1%-1.6% 4.0%-4.0% -5.1%-4.0% -2.8%-4.3% -4.1%-5.2% -5.1%-4.9% -3.2%-4.9% -4.6%2026/2/282026/1/3173.6% 73.8%173.1% 193.7%34.1% 36.0%17.3% 20.2%-24.8% -31.1%1.7% 4.4%1.9% 0.3%59.6% 66.2%1.7% 1.5%13.6% 14.9%167.3% 172.7%-16.3% -16.3%14.7% 14.8%24.5% 18.2%48.7% 40.5%-15.6% -13.8%-4.4% -1.5%1.3% 0.9%-5.5% -21.6%-4.3% -4.7%-5.6% -5.6%7.9% 14.3%7.1% 23.4%0.8% -7.4%0.4% 0.4%-28.5% -33.2%83.1% 69.8%4.3% 4.6%109.0% 91.2%-6%25.0%20.0%15.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%-25.0%

50.0%40.0%30.0%20.0%10.0%0.0%-10.0%2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05

15.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%12024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-0515.0%10.0%5.0%0.0%-5.0%-10.0%-15.0%2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05

40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%-30.0%-40.0%工业萘 液化天然气LNG5.0%0.0%-5.0%-10.0%-15.0%-20.0%-25.0%-30.0%-35.0%】铁矿石和能源成本抬升，钢材均价同比跌幅趋势收窄10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%-25.0%2024-052024-072024-092024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-052024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05

5.0%0.0%-5.0%-10.0%-15.0%-20.0%-25.0%-30.0%

0.0%-2.0%-4.0%-6.0%-8.0%-10.0%-12.0%-14.0%-16.0%2024-052024-072024-092024-112025-012025-032025-052024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05铁矿石 钢材

废钢 钢坯

普通中板 缝钢管 角钢

40.0%35.0%30.0%25.0%20.0%15.0%10.0%5.0%0.0%

50.0%40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%-30.0%-40.0%200.0%150.0%100.0%

120.0%100.0%80.0%650.0%0.0%-50.0%】大宗用纸和集运价格同比涨幅扩大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%

5.0%0.0%-5.0%-10.0%-15.0%2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-052024-052024-072024-092024-112024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05

白板纸 瓦楞纸

箱板纸 双胶纸2.5%2.0%1.5%1.0%0.5%0.0%-0.5%

2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05

2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05公路运输运价

集装箱运价

油运BDTI 沿海散货运价 BDI%，价格同比反弹的品种分化领域 指标 频率 近一年环比改善月数 近两年分位数 近两年趋势 2026/6/302026/5/312026/4/302026/3/312026/2/282026/1/31基础化工 中国化工产品价格指数(CCPI) 工作日 6 100% 12.5% 11.7% 8.7% 1.4% -7.3% -7.3%聚乙烯 日 6 72% 9.0% 7.6% 2.9% -5.4% -16.4% -18.1%丙烯 日 5 100% 27.5% 25.9% 18.6% 5.6% -6.9% -10.6%丁二烯 日 4 52% 14.7% 15.4% 13.8% 0.1% -19.0% -21.6%纯苯 日 6 68% 9.2% 7.6% 1.2% -9.8% -23.5% -25.0%煤化工橡胶塑料氯碱领域化肥维生素化纤蛋白质

甲苯丙烯酸甲醇醋酸正丁醇丙烯腈丁酮天然橡胶顺丁橡胶丁苯橡胶轿车轮胎经销商价格指数沥青丙酮苯酚双酚A聚氯乙烯聚碳酸酯PC(注塑低粘)LDPE(薄膜)甲醛环氧树脂环氧氯丙烷不饱和树脂(191#)钛白粉海绵钛纯碱电石聚氯乙烯(PVC)氢氟酸二氯甲烷三氯甲烷指标尿素液氨合成氨硫酸钾氯化钾硫磺硫酸维生素A维生素B1维生素B2维生素B6维生素维生素B3维生素B5维生素B9维生素(99维生素D3维生素E维生素HPXPTA氨纶己内酰胺锦纶POY赖氨酸色氨酸苏氨酸固体蛋氨酸液体蛋氨酸

日日日日日日日日日日日周日日日月月日日日日日日日日日日周日日日日日日周周日日日日日日日日日日日日日日日日日日日日

9541144671277756511510454107361085889611755近一年环比改善月数77798710881212548375445256101110734139756497

100%80%32%92%72%92%100%96%96%80%88%96%32%60%52%23%41%100%68%100%96%91%100%48%100%100%84%100%79%79%84%88%88%100%24%72%近两年分位数80%96%100%88%38%96%100%100%100%100%92%40%20%68%20%64%100%100%52%32%0%20%100%100%100%100%100%58%28%100%100%80%32%16%16%73%64%

近两年趋势

9.0% 8.6%10.7% 11.9%-1.9% -2.5%25.3% 27.0%13.7% 13.8%4.3% 4.7%11.5%9.6% 13.5% 13.7%8.7% 9.1%5.2% 5.8%5.1% 1.0%20.7% 21.8%8.1% 4.5%11.3% 10.5%8.2% 7.3%无 -2.9%无 1.3%9.9% 8.7%5.6% 3.7%6.0% 4.4%2.3% 2.4%0.9% 1.7%14.1% 13.9%5.0% 5.6%7.2% 3.7%22.6% 19.5%31.4% 36.3%3.2% 1.1%2.5% -0.3%2.0% 3.6%-18.7% -20.1%-6.3% -6.8%0.8% 2.0%22.6% 19.2%-12.6% -13.5%4.6% -1.3%2026/6/302026/5/311.7% 1.9%-9.0% -9.7%-5.7% -6.0%9.6% 9.5%10.5% 11.3%25.0% 24.1%18.0% 16.4%175.3% 156.2%162.3% 153.1%12.7% 12.2%16.3% 15.7%-10.9% -14.7%4.1% 2.8%-8.0% -9.2%-40.0% -40.9%-0.9% -2.0%20.9% 17.5%5.2% 4.9%29.9% 27.9%-14.4% -18.2%-27.9% -25.5%-32.5% -36.6%7.8% 6.5%23.7% 23.5%24.2% 24.2%15.0% 14.1%9.6% 8.4%-12.8% -15.6%-1.0% -2.6%8.0% 5.2%12.3% 10.5%3.9% 2.4%-19.2% -19.3%-33.1% -33.0%-17.8% -16.4%61.0% 56.6%49.1% 43.6%

4.3%9.1%-4.9%26.3%13.2%4.6%4.4%13.1%8.1%3.9%-4.7%16.2%1.0%6.6%3.1%-4.0%0.4%4.8%-2.9%2.0%1.1%1.5%10.7%2.1%0.2%15.2%37.1%-3.0%-3.5%5.7%-21.1%-5.6%2.0%15.0%-16.2%-9.2%2026/4/303.1%-10.9%-7.8%9.5%12.2%23.2%16.5%145.7%142.0%11.8%15.3%-22.5%1.3%-10.3%-41.6%-3.7%12.1%0.1%24.6%-22.8%-22.6%-41.0%2.5%18.4%22.0%11.4%4.7%-16.4%-4.3%1.2%5.4%-1.9%-21.1%-34.9%-18.2%48.9%34.5%

-4.3%0.4%-12.6%14.1%-1.0%-5.6%-6.0%-0.8%0.9%-3.3%-16.1%-4.5%-3.2%-3.6%-7.0%-4.9%-1.8%-1.7%-14.6%-6.8%-3.8%0.1%4.0%-5.2%-7.5%7.5%34.7%-10.4%-6.8%7.1%-22.3%-4.6%1.0%12.5%-21.3%-14.5%2026/3/314.3%-14.3%-11.3%10.3%14.9%22.9%16.9%136.4%128.5%11.4%15.3%-37.7%-0.5%-11.3%-42.0%-6.2%6.5%-15.4%20.0%-29.2%-24.8%-51.6%-5.3%11.5%13.6%3.4%-2.4%-13.6%-5.5%-2.7%-3.4%-9.5%-28.5%-39.9%-25.1%18.7%6.5%

-18.1% -18.4%-12.2% -13.3%-22.3% -22.1%2.3% 1.8%-27.0% -28.6%-24.7% -27.7%-15.8% -16.1%-9.3% -7.3%-5.4% -5.5%-13.7% -14.0%-32.1% -32.2%-20.5% -22.1%-4.5% -4.6%-13.3% -14.2%-16.8% -19.1%-5.4% -7.8%-0.5% -1.4%-12.9% -13.5%-26.4% -25.6%-20.5% -23.0%-17.2% -19.4%-6.1% -7.5%-5.1% -7.1%-12.9% -12.5%-12.9% -12.6%0.4% 0.2%30.3% 33.8%-17.9% -19.3%-7.5% -7.2%7.3% 7.8%-23.5% -25.7%-6.3% -7.0%-4.6% -4.9%13.2% 13.3%-30.2% -30.8%-24.2% -22.4%2026/2/282026/1/315.5% 7.3%-12.4% -10.1%-9.7% -7.8%12.1% 13.7%21.2% 27.0%24.6% 25.6%17.4% 15.1%155.1% 168.1%146.9% 146.3%11.6% 11.6%16.8% 16.5%-48.7% -49.3%-0.9% 0.2%-13.3% -15.9%-41.7% -40.9%-8.0% -9.6%-5.2% -16.4%-24.6% -24.5%19.8% 20.7%-34.2% -35.0%-25.0% -24.1%-60.6% -61.3%-10.8% -15.2%2.9% 3.3%3.2% 3.7%-6.5% -7.2%-9.7% -9.7%-6.0% 0.5%-6.1% -5.8%-4.7% -5.9%-12.0% -12.2%-18.2% -19.0%-38.3% -42.9%-43.1% -43.2%-34.0% -40.1%-12.7% -11.4%-9.5% -7.7%11.7%12.5%11.7%12.5%8.7%0.2%1.2%0.5%1.4%-1.9%-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%-15.0%中国化工产品价格指数(CCPI)】6月油价回落，石油化工、煤化工、橡胶绝大多数品类均价同比回正后涨幅放缓60.0%50.0%40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05

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%2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-052024-052024-072024-092024-112025-012024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05

纯苯 甲苯 苯乙烯

乙二醇 环氧丙烷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%2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05

30.0%20.0%10.0%0.0%-10.0%-20.0%-30.0%2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05丙烯酸 丙烯酸丁酯

2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05

正丁醇 丙烯腈 丁酮40.0%30.0%20.0%10.0%0.0%-10.0%-20.0%-30.0%

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%2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05天然橡胶 顺丁橡胶 丁苯橡胶

轿车轮胎经销商价格指数卡客车轮胎经销商价格指数

2024-052024-072024-092024-112025-012025-032025-052024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-052024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-012026-032026-05】甲醛、环氧树脂、氢氟酸、三氯甲烷、钛白粉等均价同比涨幅扩大】硫磺硫酸价格同比翻倍，磷肥、复合肥价格同比两位数上涨10.0%5.0%0.0%-5.0%-10.0%-15.0%-20.0%-25.0%-30.0%2024-052024-072024-052024-072024-092024-112025-012025-032025-052025-072025-092025-112026-0