高技术制造业宏观周报：国信周频高技术制造业扩散指数小幅上升-20250522

Group 1: High-tech Manufacturing Index - The Guosen weekly high-tech manufacturing diffusion index A recorded 0.2, while index B was at 51.2, showing a slight increase compared to the previous period[1] - The increase in the diffusion index is attributed to rising prices in acrylonitrile and dynamic random-access memory (DRAM), along with improved conditions in the aerospace and semiconductor industries[1] - Conversely, the price of lithium hexafluorophosphate decreased, leading to a decline in the new energy sector's performance[1] Group 2: Price Tracking and Policy Developments - The price of 6-amino penicillanic acid remained stable at 280 RMB/kg, while acrylonitrile increased by 350 RMB/ton to 8550 RMB/ton[2] - DRAM prices rose to 1.0170 USD, an increase of 0.069 USD from the previous week, while wafer prices remained unchanged at 2.74 USD per piece[2] - A new policy initiative was announced on May 20, aiming for a comprehensive deployment of IPv6 technology by the end of 2025, with 42 key tasks outlined[2] Group 3: Market Reactions and Risks - On May 21, Nanwei Semiconductor announced a partnership with NVIDIA to develop a next-generation 800V high-voltage direct current architecture, resulting in a stock price increase of over 150% in after-hours trading[3] - Risks include potential indicator failures due to structural adjustments in the high-tech manufacturing sector, as well as economic policy interventions and a slowdown in economic growth[4]