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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-20250530
Guoxin Securities·2025-05-30 03:21

Group 1: High-Tech Manufacturing Index - The Guosen weekly high-tech manufacturing diffusion index A recorded 0, while index B was at 51.2, remaining unchanged from the previous period[1] - Prices for acrylonitrile and dynamic random-access memory (DRAM) increased, indicating a rise in the aerospace and semiconductor sectors[1] - Prices for 6-amino penicillanic acid and lithium hexafluorophosphate decreased, reflecting a downturn in the pharmaceutical and new energy sectors[1] Group 2: Price Tracking and Policy Developments - The price of 6-amino penicillanic acid is 260 RMB/kg, down 20 RMB/kg from last week; acrylonitrile is 8600 RMB/ton, up 50 RMB/ton[2] - DRAM prices rose to 1.0800 USD, an increase of 0.063 USD; wafer prices fell to 2.73 USD, down 0.01 USD[2] - A meeting on May 27 emphasized support for EU semiconductor companies and hinted at potential relaxation of rare earth export controls to European chip firms[2] Group 3: Economic Indicators - Fixed asset investment cumulative year-on-year growth is at 4.00%[4] - Retail sales growth for the month is at 5.10% year-on-year[4] - Monthly export growth stands at 8.10% year-on-year[4]