供需改善推动制造业指标回升

Group 1 - The manufacturing Purchasing Managers' Index (PMI) for June is reported at 49.7%, indicating a 0.2 percentage point increase from the previous month and a continuous rise for two months, suggesting an ongoing improvement in the manufacturing sector's economic climate [1] - Demand-side analysis shows that since the second quarter, the manufacturing sector experienced short-term fluctuations due to changes in U.S. tariff policies. However, by June, the impact of external disturbances diminished, leading to a recovery in market demand, with the new orders index rising to 50.2%, returning to the expansion zone after two months below 50% [1] - The manufacturing export sector is gradually recovering, with the new export orders index increasing for two consecutive months, reflecting a stabilization in production activities and procurement activities among enterprises [1] Group 2 - To enhance the competitiveness of the manufacturing sector, it is essential to strengthen innovation capabilities, particularly through the transformation of traditional industries by upgrading processes, technologies, and equipment, rather than dismissing them as "low-end industries" [2] - The Ministry of Human Resources and Social Security has announced plans to conduct pilot programs in around 30 cities to explore the integration of human resources services with manufacturing, aiming to promote industrial upgrades and employment [2] - Policies aimed at stabilizing investment, foreign trade, and consumption must be effectively implemented to facilitate the transition of the manufacturing sector towards high-end, intelligent, and green development [2]