我国制造业景气水平继续改善

Core Viewpoint - The manufacturing sector in China shows signs of improvement as the Purchasing Managers' Index (PMI) for September rises to 49.8%, indicating a continuous upward trend for two consecutive months [1] Group 1: Manufacturing Sector Performance - The manufacturing PMI increased by 0.4 percentage points from the previous month, reflecting an overall improvement in manufacturing activity [1] - The production index has also risen for two consecutive months, indicating accelerated expansion in overall production activities [1] - Market demand is showing improvement, with both the new orders index and new export orders index rising for two consecutive months [1] Group 2: Specific Industry Insights - The equipment manufacturing PMI reached 51.9%, up 1.4 percentage points from the previous month, indicating accelerated expansion and active supply-demand dynamics in the industry [1] - The consumer goods manufacturing PMI has returned to the expansion zone, achieving the highest level this year [1] Group 3: Market Sentiment and Expectations - There is a continuous improvement in market expectations, with the production and business activity expectations index rising for three consecutive months, reflecting strong confidence among manufacturing enterprises regarding recent market developments [1] - Overall, the macroeconomic environment is stabilizing and improving, with multiple positive factors accumulating and an increase in market vitality [1]