本报告更新高盛跟踪的四组高频指标：1）消费与出行；2）生产与投资；3）其他宏观活动；4）市场与政策。为密切跟踪能源价格上涨供给冲击对中国经济活动的影响，现将该追踪报告改为每周发布。本周主要数据显示：30城新房成交量环比下降但仍高于去年同期，国庆假期成交处于极低水平且可能未完全更新，假期错位亦对同比读数造成扰动；国内汽油和柴油价格环比持平；国庆期间国内旅游人次与旅游收入小幅上升，人均旅游收入基本持平；消费者信心小幅回落；钢铁需求环比小幅下降、产量保持稳定；政府债券发行达9.26万亿元，约占全年发行额度的78%；PSL余额9月净减少14亿元；官方港口集装箱吞吐量环比下降但仍显著高于去年同期，20大港口离港船舶货运量环比下降；中国石油需求维持1690万桶/日；银行间回购利率锚定在OMO目标附近，隔夜回购利率低于7天OMO利率；人民币兑美元及CFETS一篮子货币升值。
In this note, we update four sets of high-frequency indicators that we track: 1) consumption and mobility; 2) production and investment; 3) other macro activity; and 4) markets and policy. To track closely the impact of higher energy price supply shock on Chinese economic activity, we now publish our tracker on a weekly basis. Key readings this week: 30-city primary-market property transaction volume declined over the past week but remained above year-ago levels, with National Day holiday volumes at very low levels that may not be fully updated; domestic gasoline and diesel prices remained unchanged; nationwide domestic trips and tourism revenue edged up over the National Day holiday while tourism revenue per head was largely stable; Morning Consult consumer confidence edged down; steel demand edged down while steel production remained stable; government bond issuance reached RMB9.26tn, or 78% of the annual quota; PSL loans outstanding contracted by a net RMB1.4bn in September;