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所属报告：
宏观研究：通胀时期的投资选择-20210531（24页）.pdf
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2025年以来印尼硫磺价格大幅上涨
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行业数据
2026-06-23
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截至2026年5月，主要尺寸面板价格（美元/片）略有上涨
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ICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IDI2LzAxICB8IOe6pjI1ICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCDnuqY3MyAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCDnuqYxMTUgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCDnuqYxNjMgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8CnwgMjYvMDMgIHwg57qmMjQgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8IOe6pjc0ICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8IOe6pjExMyAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8IOe6pjE2MSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyNi8wNSAgfCDnuqYyMyAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwg57qmNzUgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwg57qmMTExICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwg57qmMTU5ICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77yaV2luZOOAgeW5v+WPkeivgeWIuOWPkeWxleeglOeptuS4reW/gw==
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行业数据
2026-06-23
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韩国奢侈品消费规模和房地产、股市资产价格上涨呈正相关
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市场规模
2026-06-18
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2026年以来原油价格迅速上涨
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行业数据
2026-06-15
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图24、国内商品房销售面积累计值及同比
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行业数据
2026-06-11
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图25、国内30大中城市商品房成交面积及同比
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行业数据
2026-06-11
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上周，全国商品房成交同比回升
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行业数据
2026-06-02
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全国商品房销售金额和同比增速
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行业数据
2026-05-25
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全国商品房销售面积累计值及同比
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行业数据
2026-05-25
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全国商品房销售额累计值及同比
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行业数据
2026-05-25
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行业数据
2026-07-30
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