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走弱-20250629

Economic Indicators - The Guosen Weekly High-Tech Manufacturing Diffusion Index A recorded -0.2, while Index B was at 50.6, indicating a slight weakening compared to the previous period[1] - Fixed asset investment cumulative year-on-year growth is at 3.70%[4] - Retail sales year-on-year growth for the month is at 6.40%[4] - Monthly export year-on-year growth stands at 4.80%[4] - M2 money supply growth is at 7.90%[4] Price Trends - The price of 6-Aminopenicillanic Acid remains stable at 260 RMB/kg[2] - The price of Acrylonitrile decreased by 50 RMB/ton to 8150 RMB/ton[2] - Dynamic Random Access Memory (DRAM) price increased by 0.061 USD to 1.3910 USD[2] - Wafer price remains unchanged at 2.73 USD per piece[2] - Lithium Hexafluorophosphate price decreased by 0.05 RMB/ton to 51,700 RMB/ton[2] Industry Insights - The semiconductor industry shows improved sentiment, while the new energy and aerospace sectors are experiencing a downturn[1] - QuantumScape announced a significant advancement in solid-state battery technology, improving production speed by approximately 25 times[2] - A national standard for non-invasive brain-machine interface medical devices is open for public consultation, focusing on performance indicators and testing methods[2] Risk Factors - Potential for indicator failure due to structural adjustments in high-tech manufacturing[3] - Economic policy and industrial policy interventions may impact the sector[3] - Economic growth slowdown poses risks to the industry[3]