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高技术制造业宏观周报:信周频高技术制造业扩散指数回落-20250419
Guoxin Securities·2025-04-19 06:45

Group 1: High-Tech Manufacturing Index - The Guosen weekly high-tech manufacturing diffusion index A recorded -0.6, indicating a decline from the previous period[1] - The Guosen weekly high-tech manufacturing diffusion index B was 51.6, also showing a decrease from the last period[1] - Key sectors such as aerospace, semiconductors, and new energy experienced a downturn in business sentiment[1] Group 2: Price Trends - The price of acrylonitrile decreased to 9,150 CNY/ton, down by 50 CNY/ton from the previous week[2] - Dynamic Random Access Memory (DRAM) prices fell to 0.8630 USD, a decrease of 0.002 USD from last week[2] - Lithium hexafluorophosphate prices dropped to 59,000 CNY/ton, down by 150 CNY/ton from the previous week[2] Group 3: Policy and Regulatory Updates - On April 16, the Ministry of Industry and Information Technology held a meeting emphasizing the need for automotive manufacturers to conduct thorough testing and validation for intelligent connected vehicles[2] - Nvidia was notified by the U.S. government that export licenses are required for H20 chips to China, with this regulation being indefinite[2] Group 4: Economic Indicators - Fixed asset investment cumulative year-on-year growth was reported at 4.20%[4] - Retail sales year-on-year growth for the month was 5.90%[4] - Monthly export growth was recorded at 12.40%[4]