11月申萬調(diào)研指數(shù)報告生產(chǎn)投資平穩(wěn)、消費低迷，19年預(yù)期轉(zhuǎn)弱

1、請務(wù)必仔細閱讀正文之后的各項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：“量價”齊跌城市較多，政策暫無放松跡象...82.2汽車經(jīng)銷商：仍在努力沖量，促銷力度未

2、回收.................................112.3家電經(jīng)銷商：需求未見改善，積極消化現(xiàn)有庫存............................122.4機床經(jīng)銷商：需求較平穩(wěn)，結(jié)構(gòu)有變化............................................142.5工程機械經(jīng)銷商：新機促銷背景下，銷量略有上升........................162.6銅貿(mào)易商：需求走弱

3、，資金面未見改善............................................182.7公路貨運：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....................................................................................................243.調(diào)研數(shù)據(jù)..........................

5、..........................................................................244.調(diào)研結(jié)果的解讀.......................................................................................24請務(wù)必仔細閱讀正文之后的各項信息披露與聲明圖29：工程機械現(xiàn)在及未來6個月行業(yè)景氣度環(huán)比擴散

6、指數(shù)..............................17圖30：工程機械現(xiàn)在及未來6個月行業(yè)景氣度環(huán)比變動趨勢..............................17圖31：銅庫存環(huán)比情況......................................................................................18圖32：銅庫存水平環(huán)比擴散指數(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、來景氣度情況。........................................................................19圖38：銅行業(yè)未來景氣指數(shù)...............................................................................19圖39：公路貨運量....................................

10、.........................................................20圖40：公路貨運量環(huán)比擴散指數(shù)........................................................................20圖41：公路運價調(diào)研情況............................................................

11、.......................20圖42：公路運價環(huán)比擴散指數(shù)............................................................................20圖43：公路貨運當(dāng)前景氣度情況........................................................................20圖44：公路貨運當(dāng)前景氣指數(shù)

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

13、.....................................21圖47:集裝箱海運出口貨運量環(huán)比變化趨勢........................................................21圖48:集裝箱海運出口運價環(huán)比變化趨勢.............................................................22圖49:預(yù)期下月貨運量變化趨勢......

14、.....................................................................22圖50:預(yù)期下月運價變化趨勢..............................................................................22圖51:出口貨代市場當(dāng)前景氣度變化......................................