If you want to know more exciting content, come and follow my steel This week, the average price of the five major varieties of steel in the country's main markets has declined. Among them, rebar, high wire, cold-rolled coil, hot-rolled coil, and medium and heavy plate decreased by 47 yuan, 44 yuan, 24 yuan, 18 yuan, and 13 yuan respectively.
On February 28, at a press conference held by the State Council Information Office, the Minister of Transport introduced that in 2023, the national comprehensive three-dimensional transportation network will be acceleratedThe national transportation fixed asset investment has completed 39 trillion yuan.
National Railway Administration: In January 2024, the investment in railway fixed assets will complete 42.3 billion yuanA year-on-year increase of 116%。
From February 19th to 25th, the total area of newly built commercial housing transactions (contracts) in 10 key cities was 88190,000 square meters, an increase of 12 compared with the week before the holiday (February 5-11).3%，A year-on-year decrease of 722%。
According to Mysteel incomplete collation, as of February 29,40 cities have issued nearly 50 policies to stabilize the property marketAfter the two first-tier cities of Shanghai and Guangzhou relaxed their purchase restrictions in January, Beijing and Shenzhen have also relaxed their purchase restrictions. The industry believes that, on the whole, the current core city policy is still progressive, and the future policy still has a large room for optimization and adjustment, the market is unstable, the policy is not stopped, the first-tier cities may continue to optimize the purchase restriction policy, and the second-tier cities are expected to fully cancel the restrictive policy.
China Index Research Institute: From January to February 2024, the total sales of the top 100 real estate companies will be 4762400 million yuan,A year-on-year decrease of 516%。Among them, the monthly sales of the top 100 real estate companies in February fell by 29% month-on-month3%, mainly due to the 2023 Spring Festival housing market, there is a part of the **, and the sales base is large.
The Ministry of Housing and Urban-Rural Development and the State Administration of Financial Supervision jointly held a meeting on the work of the urban real estate financing coordination mechanism, emphasizing that in accordance with the principle of "building as much as possible" of the coordination mechanismBefore March 15, cities at and above the prefecture level should establish a financing coordination mechanism。It is necessary to do a good job in project screening in strict accordance with the standards, and urge the unqualified projects to be removed from the "white list" in a timely manner.
It was learned from the Ministry of Housing and Urban-Rural Development of China that as of February 28,276 cities in 31 provinces in China have established urban real estate financing coordination mechanismsA total of about 6,000 real estate projects were proposed, and commercial banks quickly screened the projects, and the loans approved exceeded 200 billion yuan.
CRIC Real Estate Research: In February 2024, the TOP100 real estate companies will only achieve sales of 1858600 million yuan, a decrease of 20 from the previous month9%，A year-on-year decrease of 60%., the scale of monthly performance continued to hit a new low in recent years. In terms of cumulative performance, the top 100 real estate companies achieved sales of 4209 from January to February100 million yuan, a year-on-year decrease of nearly 15 percentage points from January to 488%。
On February 29, the National Bureau of Statistics released the Statistical Communiqué of the People's Republic of China on National Economic and Social Development in 2023
1) China's automobile production in 2023 will be 301130,000 vehiclesA year-on-year increase of 93%Among them, the output of new energy vehicles is 94430,000 units, a year-on-year increase of 303%。
2) The output of room air conditioners in China in 2023 will be 2448700,000 units,A year-on-year increase of 135%；The output of color television sets was 1933960,000 units, down 13%；The output of household refrigerators was 963230,000 units, a year-on-year increase of 145%。
As of February 29, according to incomplete statistics from Mysteel, a total of 15 car companies have released new models launched in FebruaryA total of 25 models。Among them, the Mercedes-Mai GLS was launched on February 21 at a price of 1833-248.80,000 yuan; On February 29, the BYD Song PLUS Glory Edition and the Seal DM-i Glory Edition were launched, with prices of 1298-18.980,000 yuan and 1498-21.980,000 yuan.
Passenger Association: From February 1st to 25th, the passenger car market retailed 8610,000 units, down 25% year-on-year, down 43% from the same period last month, and the cumulative retail sales since the beginning of this year were 28950,000 units, a year-on-year increase of 19%; February 1-25,New energy vehicle market retail 2830,000 units, down 22% y/y, down 44% from the same period last month, and the cumulative retail sales this year were 9510,000 units, up 38% y/y.
The first commercial vehicle network: In February 2024, China's heavy truck market sales will be about 5about 30,000 units, down 45% month-on-month7. compared to the same period last year70,000 units, down 31%., a decrease of about 240,000 units.
Industry**: The total production of air ice washing in March 2024 will be 36.94 million units, an increase of 17% over the same period last year3%。Among them,The production of household air conditioners was 22.13 million units, an increase of 25% over the same period last year2%；The production of refrigerators was 8.37 million units, an increase of 8 over the same period last year4%；The production of washing machines was 6.44 million units, an increase of 5 percent over the same period last year4%。
China Internal Combustion Engine Industry Association: Internal combustion engine sales in January 2024 were 392800,000 unitsMonth-on-month, it decreased by 076%, a year-on-year increase of 4566%。The power is completed 24357760,000 kilowatts, down 879%, down 4720%。
According to CME observation data, from January to February 2024, the overall sales volume of China's excavation machinery will be 260,000 unitsThis is a year-on-year decrease of about 18%.。Among them, the domestic market was 10,821 units, a year-on-year decrease of 275%, exports of 15,255 units, a year-on-year decrease of about 10%.
International Shipping Network: From February 19 to 25, 2024, global shipyards received a total of 38 new ship orders; Among them,Chinese shipyards secured orders for 29 new vessels；Japanese shipyard received 1 new ship order; South Korean shipyard secured 6 new ship orders; French and Vietnamese shipyards have also received related new ship orders.
On February 29, Gansu Province held a centralized start-up activity for major industrial projects in the province in 2024. In 2024, a total of 2,509 major projects will be planned and implemented in the provinceThe total investment is 349 trillion yuan。This time, 296 major industrial projects were started, with a total investment of 262 billion yuan.
On February 28, the list of key projects in Anhui Province in 2024 was issuedA total of 1,386 projects were involved。Among them, there are 245 Class A projects, including 161 industrial projects, 60 infrastructure projects, 24 social livelihood and other projects; There are 1,141 Category B projects, including 618 industrial projects, 250 infrastructure projects, and 273 social livelihood and other projects.
On February 26, Shandong Province held the on-site promotion meeting for the construction of major high-quality development projects in the province in the spring of 2024. The 1,007 major projects started construction in a centralized manner, covering industrial upgrading and development, "seven networks" infrastructure, social and people's livelihood security, platform integration construction and other fieldsThe total investment is 12080400 million yuan,
Recently, Guizhou Province announced the list of major provincial engineering projects in 2024, involving 3,086 projectsThe expected annual investment is 31974.4 billion yuan, covering the "four modernizations" project, infrastructure projects, and livelihood projects.
On February 26, Xinjiang held a scheduling meeting for major projects in the region in the first quarter of 2024. In the first quarter, there were more than 3,900 projects with an investment scale of more than 5 million yuanThe total investment is 22 trillion yuanIn the first quarter, it is planned to complete an investment of more than 60 billion yuan.
Recently, the Ministry of Housing and Urban-Rural Development issued a notice requiring all localities to scientifically prepare annual plans for housing development in 2024 and 2025. All localities should scientifically prepare plans, conscientiously organize their implementation, determine housing needs according to population changes, scientifically arrange land according to housing needs, and guide the allocation of financial resourcesRealize the people-based housing, the housing land, and the housing to determine the money, promote the balance of supply and demand in the real estate market, rationalize the structure, and prevent the market from fluctuating.
On February 27, the Zhengzhou Resettlement Housing Construction and Problem Real Estate Tackling and Resolving Work Promotion Conference was held. Zhengzhou Mayor He Xiong emphasized in the specific deployment that it is necessary to refine measures, highlight key points, and take multiple measures to solve the bottleneck of project fundsPromote the construction and delivery of projects in an orderly manner, and continue to do a good job in risk mitigation of key real estate enterprisesActively play the role of judicial functions, steadily promote the transformation and development of the real estate industry, and resolutely win the battle to ensure the delivery of real estate.
Recently,"Shenzhen 2024 Work Plan for Promoting Automobile Exports".Officially issued. From six aspects, including increasing the output of export models of local automobile manufacturers, expanding the number of high-energy subjects of second-hand car exports, speeding up the efficiency of second-hand car export procedures, improving the ability of automobile export transportation support, and enhancing the comprehensive service capacity of automobile exports, 24 specific measures are put forward to further seize the development opportunities of automobile exports, promote the integrated development of automobile "production, transportation and trade" in depth, and accelerate the construction of a "new generation of world-class automobile city".
Recently, the Shandong Provincial Department of Transportation, the Shandong Provincial Development and Reform Commission, and the Shandong Provincial Department of Science and Technology jointly issued the "Notice on Temporarily Exempting Hydrogen Energy Vehicles from Highway Tolls", starting from March 1, 2024Hydrogen vehicles with ETC kit equipment installed on highways in Shandong Province are temporarily exempted from highway tolls。The trial period of the policy is 2 years, and it will be adjusted in a timely manner according to the implementation situation after expiration.
China State Construction: Recently, the company has won a number of major projectsThe total amount of the project is 331600 million yuan, accounting for 1. of the company's audited operating revenue in 20226%。
Country Garden announced on the Hong Kong Stock ExchangeThe Company learns that Ever Credit Limited filed a winding-up petition against the Company in the High Court of Hong Kong on 27 February 2024in relation to an unpaid term loan with accrued interest in the principal amount of approximately HK$1.6 billion between the Petitioner and the Company.
Li Auto: Total revenue for the fourth quarter of 2023 was 417300 million yuan, a year-on-year increase of 1364%；Net profit 57500 million yuan, a year-on-year increase of 20682%；Adjusted net profit of 45900 million yuan, a year-on-year increase of 3742%。
Xpeng Motors announced on the Hong Kong Stock ExchangeSigned a strategic technology cooperation joint development agreement with Volkswagen Group and entered into a joint procurement planIt will accelerate the joint research and development of two B-segment pure electric vehicles, and the product launch cycle will be significantly shortened by more than 30%, and the first two models have been confirmed to be launched in 2026.
Yangzijiang Shipbuilding: The total revenue in 2023 will be 24.1 billion yuan, a year-on-year increase of 165%；The net profit was 4.1 billion yuan, a year-on-year increase of 57%, a record high；97 new orders were received, with a total value of about RMB 5075.4 billion yuan.
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