In July, the commodity supply index rose to 102.4%

Author:Securities daily Time:2022.08.06

Production enterprises are expected to be in the market outlook, and the growth rate of overall commodity supply continues to accelerate

Reporter Guo Jichuan

The China Logistics and Purchasing Federation announced on August 5th that the commodity index of the commodity index in July. In July, the commodity supply index continued to rise. The month increased by 0.1 percentage points from the previous month to 102.4%. The index rose to the highest six months.

According to the current situation of the supply side of the Chinese Logistics and Procurement, profits, demand, and expectations are the main promoters of enterprises, resulting in a slightly different supply status of various products. Beginning in June, the situation of logistics gradually resumed the tight supply of raw materials, which was relieved, providing protection for enterprises to re -work and re -production, and the production of commodities began to rise. In July, most of the product output continued to rise. In particular The enthusiasm is rising, and the growth rate of overall commodity supply continues to accelerate.

In this regard, Liu Dacheng, deputy dean of the Internet Industry Research Institute of Tsinghua University and director of the Logistics Industry Center, said in an interview with the Securities Daily that the logistics industry connected to the production and consumption side. "The last 100 meters", so the policy side is to ensure the smooth flow of the matter and solve the basic needs of life. It also actively encourages the industry to improve the multi -type transportation capacity, use new technologies to improve the efficiency of logistics, continue to strengthen the scheduling guidance to key areas, further further strengthen the scheduling and guidance of key areas, and further further strengthen the scheduling and guidance of key areas. Open up the arteries and unblocked microcirculation to ensure the smooth and orderly traffic and logistics, and provide a strong support guarantee for the stability of the industrial chain and the supply chain.

Liu Dacheng said, "Freight logistics is the basic support of factor circulation. It has an irreplaceable effect in the orderly circulation of production, distribution, distribution, and consumption. The transformation of the vehicle will continue to unblock the national economic cycle and effectively ensure the recovery of various production links. "

Data show that in July 2022, the commodity sales index fell to 100.4%, a decrease of 0.8 percentage points from the previous month. Among the major commodities, the sales volume of iron ore continued to decline due to the reduction of steel mills, and coal sales also declined. Although the sales of non -ferrous metals, chemicals and automobile sales have increased, the growth rate has slowed down. The sales conditions are good, and the sales growth rate has accelerated.

In addition, the commodity inventory index rose two consecutive consecutive consecutive consecutive to 101.5%, an increase of 0.7 percentage points from the previous month. The commodity inventory continued to increase, and the growth rate accelerated. Among the major commodities, except for the decline in the decline in supply in steel inventory, the remaining varieties have increased, especially for automobile inventory.

Wang Chikun, a researcher at the Research Institute, told reporters that from the current market operation data, the production link has achieved smooth operation of the industrial chain. Although the growth rate of inventory continues to accelerate, there are also market entities actively active on iron ore, coal, non -ferrous metal and other resources. Stocking in response to the changes in future raw materials and increased market demand.

The China Logistics and Purchasing Federation believes that in August, the effect of economic stimulus policy will be further displayed. Infrastructure investment increase, acceleration of special debt issuance, real estate support, etc. will help the realization of "steady growth". To relieve, the low season of consumption is approaching, the terminal operating rate is expected to rise, and the rhythm of market demand recovery will be faster than July.

The China Logistics and Procurement Federation predicts that in August, the domestic commodity market is expected to usher in a good pattern after a brief adjustment in July. Especially with the improvement of the supply and demand structure, commodity prices will show a restoration of rebound.

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