行业比较专刊：关注原油价格回升对相关行业利润影响

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1、Page2内容目录行业专题：关注原油价格回升对相关行业利润影响............................................................6今年以来，原油价格走出V字行情...............................................................................6长期看原油价格受需求引领...........................................................................................6油价波动

2、对相关行业的影响...........................................................................................8行业板块市场表现回顾..........................................................................................................11下游行业：房地产销售降幅扩大...............................................................

3、...........................13家用电器：国庆及双11释放短期需求，补库存稳定终端需求...............................13商贸零售：消费升级趋势依旧，百家与50家零售增速双回升...............................14食品饮料：白酒价升量降行情持续.............................................................................14纺织服装：国内外价差进一步拉大，企业营收利润双下滑...........................

4、..........16房地产：销售增速进一步下跌，投资增速下滑.........................................................17消费电子：iPhoneX销售超预期，有望带动出货量提升........................................17中游行业：中游行业景气度稳中向好..................................................................................18电子：半导体同比增速维持高位，月度销售额屡创新高...........

5、..............................18汽车：高基数效应显现，税收优惠退出或刺激销售温和增长.................................18交通运输：BDI高位回调，快递增速受多因素压制..................................................19机械重卡：除重卡外，其他增速均仍处高位.............................................................21上游行业：黑金价格稳中有升，有色多数高位回落.......................

6、...................................22钢铁：价格稳中有升，主要钢材库存增速稳步回升.................................................22煤炭：焦煤动力煤走势反转，炼焦煤库存大幅上升.................................................23有色：价格高位盘整，稀土价格大幅下降.................................................................24建材：错峰启动及环保高压推动水泥价格屡创新高.....

7、............................................26化工：行情持续，多数产品价格上涨.........................................................................26原油：库存持续下降，价格持续回升.........................................................................28农业