The stimulus effect of the loose policy on the market I-beam has gradually appeared
The National Bureau of Statistics released 2012 economic data on the 18th. Among them, GDP grew by 7.8% year-on-year, better than expected by 7.7%. In quarterly terms, the first quarter grew by 8.1% year-on-year, the second quarter grew by 7.6%, and the third quarter grew. 7.4%, an increase of 7.9% in the fourth quarter. In the fourth quarter, the stimulus effect of macro easing policies on the market I-beam has gradually appeared, making the annual GDP better than expected by 0.1%. And this 0.1 percentage point of I-beam GDP can drive the economic effect of I-beam and cannot be underestimated. According to the current situation, every one percentage point increase in GDP can increase at least 1 million jobs, so 0.1 percentage point will also have at least 100,000 jobs. The output value of I-beam is not a decimal. The improvement of economic data of I-beam has also caused the capital market to float across the board. Shanghai Copper, Futures Conch, Shanghai Stock Index, and Lange Electronic Disk all saw an overall rise, and market risk appetite was regrouped. The response of the spot market I-beam is not inferior, and the market has seen signs of rising I-beam. In this survey, half of the survey respondents reported that the demand for downstream engineering construction continues to pick up, and the construction of local highways and railways continues to improve. Although construction activities slowed down in January due to weather conditions, they are expected to resume from March. Compared with the suspension of most projects in the third quarter of last year, the current momentum of construction has clearly turned to recovery. Downstream customers have recently come to negotiate the business volume of heavy truck purchases and the number of orders has also increased significantly. The survey found that the demand for transportation heavy trucks has varied. Transportation heavy trucks, such as tractors, account for a relatively large portion of the sales business, and the information reflected by the survey respondents is not consistent. For example, Shanghai's port container transportation demand has continued to be sluggish in the near future, while Urumqi's cottonseed transportation has performed well. The survey respondents reported that the general operating conditions of transport operators are still not good, but compared to the previous period, they have improved to a certain extent, and the operation of funds can be basically maintained.