11月申萬(wàn)調(diào)研指數(shù)報(bào)告生產(chǎn)投資平穩(wěn)、消費(fèi)低迷，19年預(yù)期轉(zhuǎn)弱

1、請(qǐng)務(wù)必仔細(xì)閱讀正文之后的各項(xiàng)信息披露與聲明目錄1.1.調(diào)研結(jié)果綜述.......................................................52.行業(yè)調(diào)研結(jié)果..................................................................82.1房地產(chǎn)中介二手房：“量?jī)r(jià)”齊跌城市較多，政策暫無(wú)放松跡象...82.2汽車(chē)經(jīng)銷(xiāo)商：仍在努力沖量，促銷(xiāo)力度未

2、回收.................................112.3家電經(jīng)銷(xiāo)商：需求未見(jiàn)改善，積極消化現(xiàn)有庫(kù)存............................122.4機(jī)床經(jīng)銷(xiāo)商：需求較平穩(wěn)，結(jié)構(gòu)有變化............................................142.5工程機(jī)械經(jīng)銷(xiāo)商：新機(jī)促銷(xiāo)背景下，銷(xiāo)量略有上升........................162.6銅貿(mào)易商：需求走弱

3、，資金面未見(jiàn)改善............................................182.7公路貨運(yùn)：需求走弱，環(huán)保壓力仍在.................................................192.8出口貨代：出貨量仍有上升，但是19年預(yù)期悲觀情緒有所加重21附錄：申萬(wàn)調(diào)研指數(shù)介紹與數(shù)據(jù)解讀方法.........................241.調(diào)研方法與頻率.........

4、..............................................................................242.樣本特點(diǎn)....................................................................................................243.調(diào)研數(shù)據(jù)..........................

5、..........................................................................244.調(diào)研結(jié)果的解讀.......................................................................................24請(qǐng)務(wù)必仔細(xì)閱讀正文之后的各項(xiàng)信息披露與聲明圖29：工程機(jī)械現(xiàn)在及未來(lái)6個(gè)月行業(yè)景氣度環(huán)比擴(kuò)散

6、指數(shù)..............................17圖30：工程機(jī)械現(xiàn)在及未來(lái)6個(gè)月行業(yè)景氣度環(huán)比變動(dòng)趨勢(shì)..............................17圖31：銅庫(kù)存環(huán)比情況......................................................................................18圖32：銅庫(kù)存水平環(huán)比擴(kuò)散指數(shù).............

7、...........................................................18圖33：銅訂單環(huán)比情況......................................................................................18圖34：銅訂單水平環(huán)比擴(kuò)散指數(shù).............................................

8、...........................18圖35：銅行業(yè)當(dāng)前景氣度情況。........................................................................19圖36：銅行業(yè)當(dāng)前景氣指數(shù)...............................................................................19圖37：銅行業(yè)未

9、來(lái)景氣度情況。........................................................................19圖38：銅行業(yè)未來(lái)景氣指數(shù)...............................................................................19圖39：公路貨運(yùn)量....................................

10、.........................................................20圖40：公路貨運(yùn)量環(huán)比擴(kuò)散指數(shù)........................................................................20圖41：公路運(yùn)價(jià)調(diào)研情況............................................................

11、.......................20圖42：公路運(yùn)價(jià)環(huán)比擴(kuò)散指數(shù)............................................................................20圖43：公路貨運(yùn)當(dāng)前景氣度情況........................................................................20圖44：公路貨運(yùn)當(dāng)前景氣指數(shù)

12、............................................................................20圖45：公路貨運(yùn)未來(lái)景氣度情況........................................................................21圖46：公路貨運(yùn)未來(lái)景氣指數(shù).......................................

13、.....................................21圖47:集裝箱海運(yùn)出口貨運(yùn)量環(huán)比變化趨勢(shì)........................................................21圖48:集裝箱海運(yùn)出口運(yùn)價(jià)環(huán)比變化趨勢(shì).............................................................22圖49:預(yù)期下月貨運(yùn)量變化趨勢(shì)......

14、.....................................................................22圖50:預(yù)期下月運(yùn)價(jià)變化趨勢(shì)..............................................................................22圖51:出口貨代市場(chǎng)當(dāng)前景氣度變化......................................