Group 1: High-Tech Manufacturing Index - The Guosen weekly high-tech manufacturing diffusion index A recorded 0.2, while index B was 50.8, showing slight recovery compared to the previous period[1] - The semiconductor and aerospace industries showed improved sentiment, while the pharmaceutical sector experienced a decline in sentiment[1] - Prices for dynamic random access memory (DRAM) and acrylonitrile increased, while the price of 6-amino penicillanic acid decreased[2] Group 2: Price Tracking and Policy Developments - The price of 6-amino penicillanic acid was 180 RMB/kg, down 40 RMB/kg from last week; acrylonitrile was 8200 RMB/ton, up 50 RMB/ton[2] - DRAM prices rose to 1.4180 USD, an increase of 0.027 USD, while wafer prices fell to 2.68 USD, down 0.01 USD[2] - On June 30, the National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, proposing 16 measures across five areas[2] Group 3: Risks and Economic Indicators - Risks include potential indicator failures due to structural adjustments in high-tech manufacturing and economic policy interventions[3] - Fixed asset investment cumulative year-on-year growth was 3.70%, while retail sales and exports showed year-on-year growth of 6.40% and 4.80%, respectively[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小幅修复-20250704
Guoxin Securities·2025-07-04 11:15