欧元区4月份CPI同比上涨2.2%。 ...

智通财经5月2日电，葡萄牙4月CPI同比增长2.1%。 ...

韩国4月CPI环比上升0.1%，符合预期。 4月CPI同比上升2.1%，预期上升2.0%。 4月剔除食品和能源的CPI同比上升2.1%。 ...

智通财经5月2日电，韩国4月CPI同比增长2.1%，环比增长0.1%。 ...

Economic Data and Events Summary - Key economic data to be released on May 2, 2025, includes Japan's unemployment rate for March, which is crucial for assessing the labor market conditions in Japan [1] - Final manufacturing PMI values for April will be published for France, Germany, and the Eurozone, providing insights into the manufacturing sector's performance in these regions [1] - The Eurozone will also release preliminary CPI figures for April, both year-on-year and month-on-month, which are important for understanding inflation trends [1] - The unemployment rate for the Eurozone in March will be reported, offering a snapshot of employment conditions in the region [1] - In the United States, key labor market indicators for April will be released, including the unemployment rate, seasonally adjusted non-farm payrolls, and average hourly earnings both year-on-year and month-on-month, which are critical for evaluating economic health [1] - Additionally, the U.S. factory orders month-on-month for March will be reported, which can indicate manufacturing demand and economic activity [1] - The total number of oil rigs in operation in the U.S. as of the week ending May 2 will also be released, providing insights into the energy sector's activity [1]

报 告 正 文 预计4月工业增加值同比增长5.8% 。4月全国制造业PMI回落至49%，再度降至线下。主要分项指标中，产 需双双回落，原材料和出厂价格均有下行，原材料和产成品库存同步下降。从4月以来的中观高频数据来 看，汽车半钢胎和全钢胎开工率同比继续下降，化工行业开工率同比降幅均有走扩。六大发电集团耗煤同 比增速因去年同期基数走低而有所上升。整体来看，工业生产景气度保持平稳。我们预计，4月工业增加 值同比增速降至5.8%。 预计4月固定资产投资累计同比增长4.2%。 具体来看三大类投资，基建投资累计同比增速有所上升，制造 业投资累计同比增速有所下降，房地产投资累计同比增速略微下降。我们预计，4月投资累计增速或保持 稳定。 首先， 从基建相关的高频数据来看，水泥价格同比略有上升，螺纹钢累计产量同比降幅收窄，预 计基建投资累计增速有所上升； 其次， 42城地产销量累计同比降幅持续走扩，预计房地产投资额累计降 幅略微下降； 最后 ，乘联会乘用车批发和零售销量累计同比由升转降，预测制造业投资累计增速将有所 下降。我们预计，4月固定资产投资累计同比增速或保持稳定至4.2%。 预计4月社会消费品零售总额同比增长6.4% ...

智通财经4月30日电，法国4月CPI环比增长0.5%，预期0.4%；4月CPI同比增长0.8%，预期0.6%。 ...

Group 1 - The core viewpoint of the article emphasizes the need for a reasonable recovery in prices to support macroeconomic stability, as current GDP growth is not aligned with low price levels, indicating a "quantity-price divergence" [1][4][6] - The article discusses the phenomenon where companies opt for "price for volume" strategies, leading to price declines while maintaining production, which can undermine market confidence [4][5] - Historical lessons from Japan's economic experience in the 1990s highlight the importance of setting price targets to ensure economic health, as mere GDP growth is insufficient [5][7][8] Group 2 - The adjustment of the CPI growth target from 3% to a more realistic 2% reflects a pragmatic approach to economic policy, emphasizing the need for a balance between quantity and price [8] - The article suggests that current monetary and fiscal policies prioritize GDP growth over price stability, indicating a need for increased focus on price metrics in future policy frameworks [8][9] - The goal for 2025 is to achieve approximately 5% GDP growth, but achieving a positive GDP deflator may require extraordinary policy measures, highlighting the critical role of price targets in economic planning [8][9]

金十数据4月30日讯，澳大利亚第一季度CPI略高于预期，但核心通胀年率仍放缓至三年低点，为下月 再次降息提供了理由。澳大利亚统计局周三数据显示，一季度CPI上涨0.9%，略高于预期的0.8%。CPI 年率稳定在2.4%。衡量核心通胀的截尾平均CPI一季度上升了0.7%，再次高于0.6%的预测增幅。 年率 从3.2%放缓至2.9%，自2021年底以来首次回到澳洲联储2%至3%的目标区间。 澳大利亚一季度核心通胀放缓，为下月降息提供理由 ...

2025 年 4 月 28 日 本周热点前瞻 2025-04-28 陶金峰 投资咨询从业资格号：Z0000372 邮箱：taojinfeng@gtht.com 4月29日 欧元区4月经济景气指数 点评：4月29日17:00，欧盟统计局将公布欧元区4月经济景气指数和工业景气指数。预期欧元区4月经济景 气指数为94.5，前值为95.2；预期欧元区4月工业景气指数为-10.7，前值为-10.6。如果欧元区4月经济景气指 数和工业景气指数均小幅低于前值，则将轻度抑制有色金属、原油及相关商品期货价格上涨，但是将轻度有助 于黄金和白银期货价格上涨。 声明 本报告的观点和信息仅供风险承受能力合适的投资者参考。本报告难以设置访问权限，若给您造成不便，敬 请谅解。若您并非风险承受能力合适的投资者，请勿阅读、订阅或接收任何相关信息。本报告不构成具体业务或 产品的推介，亦不应被视为相应金融衍生品的投资建议。请您根据自身的风险承受能力自行作出投资决定并自主 承担投资风险，不应凭借本报告进行具体操作。 【本周重点关注】 4 月 29 日 22:00，美国谘商会将公布 4 月谘商会消费者信心指数。 4 月 30 日 09:30，国家统计 ...