Group 1: High-tech Manufacturing Index - The Guosen weekly high-tech manufacturing diffusion index A recorded 0, while index B was 51.6, remaining flat compared to the previous period[1] - Prices for 6-amino penicillanic acid and dynamic random access memory (DRAM) increased, indicating a rise in the pharmaceutical and semiconductor sectors[1] - Prices for acrylonitrile and lithium hexafluorophosphate decreased, reflecting a decline in the aerospace and new energy industries[1] Group 2: Price Tracking and Policy Changes - The price of 6-amino penicillanic acid is 310 RMB/kg, up from last week; acrylonitrile is 8700 RMB/ton, down 450 RMB/ton[2] - DRAM price is 0.8720 USD, up 0.009 USD; wafer price is 2.77 USD, down 0.01 USD[2] - The 2025 version of the Negative List for Market Access reduced the number of restricted items from 117 to 106, further easing market access restrictions[2] Group 3: Industry Developments and Risks - The Shanghai Auto Show opened on April 23, 2025, showcasing XPeng Motors' humanoid robot, which aims for mass production by 2026[3] - Risks include potential indicator failures due to structural adjustments in high-tech manufacturing and economic policy interventions[4] - Economic growth slowdown poses additional risks to the high-tech manufacturing sector[4]
高技术制造业宏观周报：国信周频高技术制造业扩散指数走平-20250425
Guoxin Securities·2025-04-25 09:16