高技术制造业宏观周报:信周频高技术制造业扩散指数连续五周保持不变
Guoxin Securities·2024-11-29 06:05

Group 1: Economic Indicators - Guosen's high-tech manufacturing diffusion index A recorded 0, while index B remained at 51.4, unchanged for five consecutive weeks[13] - Fixed asset investment year-on-year growth is at 3.40%, retail sales year-on-year growth at 4.80%, and export year-on-year growth at 12.70%[13] - M2 growth rate stands at 7.50%[13] Group 2: Price Trends - The price of lithium hexafluorophosphate increased to 57,300 CNY/ton, up by 500 CNY/ton from last week[15] - The price of dynamic random access memory (DRAM) decreased to $0.8100, down by $0.012 from last week[15] - The price of acrylonitrile rose to 9,400 CNY/ton, an increase of 450 CNY/ton from last week[15] - The price of 6-amino penicillanic acid is 320 CNY/kg, down by 30 CNY/kg from last week[15] - The wafer price is reported at $2.49 per piece, down by $0.01 from last week[15] - The price index for liquid crystal displays remains unchanged at 91.04[15] Group 3: Industry Dynamics - The aerospace, pharmaceutical, and computer industries' economic conditions remain stable[13] - The new energy industry shows an upward trend in prosperity[13] - Huawei's Mate 70 series received a total of 3.357 million reservations by 2 PM on November 26[15] Group 4: Policy Developments - On November 28, the National Healthcare Security Administration issued guidelines for managing the pricing risks of shortage drugs, focusing on price information disclosure and monitoring[15]