行業(yè)景氣觀察大宗商品價格下行，禽鏈延續(xù)高景氣

1、正文目錄一、本期關注——大宗商品價格震蕩下行........................................5二、信息技術產業(yè)鏈........................................................................71、終端產品需求走弱，半導體設備疲軟.................................72、頻譜劃分提振行業(yè)景氣度，基站數量大幅增多.

2、........................83、IDC業(yè)務增長顯著，流量增速高位小幅回落...........................84、下游需求不振，智能裝備疲軟.......................................9三、中游制造業(yè).............................................................................101、工程

3、機械銷量增速反彈...........................................102、CCBFI維持跌勢.................................................10四、消費需求景氣觀察...................................................................111、生豬養(yǎng)殖利潤下跌，禽鏈景氣度高漲........

4、........................112、白酒單價略升，乳制品價格環(huán)比上行...............................123、電影票房已超2017全年總成績....................................13五、資源品高頻跟蹤......................................................................141、冬儲臨近，

5、鋼材價格大幅下滑.....................................142、煤炭庫存維持高位，耗煤量增速降幅擴大............................153、玻璃價格微漲，水泥均價持續(xù)上行.................................164、原油繼續(xù)下跌，維生素價格走高...................................175、天然氣價格將維持理性走勢....

6、...................................196、釩鐵高位小幅回落，鈀金高位窄幅震蕩..............................19圖43：天然橡膠本周下跌0.96%達10845元噸...................................................18圖44：PTA本周下跌8.6%，聚丙烯下跌8.64%............................

7、................................................................18圖45：甲醇本周下跌11.04%，瀝青下跌13.73%..........................................................................................18圖46：甲苯本周下跌9.64%，二氯甲烷下跌7.97%........

8、..............................................................................18圖47：乙二醇本周下跌0.29%，醋酸上漲3.75%..........................................................................................18圖48：維生素A本周上漲23.94%，維生素

9、E上漲6.67%............................................................................19圖49：維生素B2上漲1.27%，維生素K3上漲7.41%.................................................................................19圖50：中國LNG出廠價格全國指數（元噸）.

10、...................................................19圖51：本周鋅、錫價格分別下降4.56%和4.14%..........................................................................................20圖52：本周銅、鋁價格分別下跌0.51%和0.58%.......................

11、...................................................................20圖53：本周銅、鋅庫存分別下降5.09%和1.1%............................................................................................20圖54：本周鈷價、電解錳分別下跌8.43%和0.72%.....

12、.................................................................................20圖55：鉬鐵價格下降1.47%，鈀均價上漲1.01%..........................................................................................21圖56：釩鐵延續(xù)高位回落至440000