①14:30 瑞士4月CPI月率； ②16:30 欧元区5月Sentix投资者信心指数； ③21:45 美国4月标普全球服务业PMI终值； ④22:00 美国4月ISM非制造业PMI。 周一（5月5日）重点关注财经事件和经济数据 ...

Group 1: Private Economy Promotion Law - The Private Economy Promotion Law, effective from May 20, is China's first foundational law specifically addressing the development of the private economy, consisting of 9 chapters and 78 articles [2] - The law emphasizes the equal legal status of the private economy and aims to promote its healthy development, ensuring fair competition and improved investment and financing environments [2][3] - It addresses key concerns of private enterprises by establishing systems for fair competition, innovation support, and legal protections [2][3] Group 2: Market Access Barrier Cleanup - The National Development and Reform Commission, along with the Ministry of Commerce and the State Administration for Market Regulation, initiated a campaign to clear market access barriers, aiming to create a unified national market [4] - The focus is on rectifying unreasonable regulations and practices that violate market access requirements, including local regulations that hinder competition [4][5] - This six-month action is part of implementing a new negative list for market access, promoting a stable and transparent environment for private enterprises [4][5] Group 3: Employment and Economic Stability Measures - The National Development and Reform Commission announced five measures to stabilize employment and the economy, including support for employment, foreign trade stability, and effective investment expansion [6][7] - These measures are designed to enhance policy implementation efficiency and ensure that benefits reach businesses and the public [6][7] - The focus is on actionable policies that can support economic recovery and maintain social stability amid external challenges [6][7] Group 4: Manufacturing PMI Decline - The manufacturing Purchasing Managers' Index (PMI) fell to 49.0% in April, indicating a contraction after two months of expansion, with significant declines in new orders and export orders [8] - The decline is attributed to seasonal factors and a slowdown in external demand due to changing trade environments [8] - Analysts suggest that proactive macroeconomic policies are needed to bolster investment and consumer spending to stabilize the economy [8] Group 5: U.S. Economic Performance - The U.S. GDP contracted by 0.3% in the first quarter, marking the worst quarterly performance since 2022, primarily due to increased imports and reduced government spending [9] - This contraction has raised concerns about the impact of tariff policies on business and consumer confidence, leading to downward revisions of economic forecasts [9] - The economic downturn poses challenges for the current U.S. administration, affecting its credibility and public support [9] Group 6: U.S.-Ukraine Mineral Agreement - The U.S. and Ukraine signed an agreement to establish a joint investment fund, with both countries holding equal shares and management rights [10][11] - The agreement allows Ukraine to retain ownership and control over its mineral resources, addressing a key concern for Ukraine [11] - While the agreement does not explicitly mention U.S. security guarantees, it signals continued military support for Ukraine amid ongoing conflict [11] Group 7: U.S. Auto Tariff Policy Adjustments - The U.S. government announced adjustments to auto tariffs, including exemptions for imported auto parts and a small rebate for domestic manufacturers [12] - These changes come in response to widespread opposition to previous tariff policies, which could negatively impact consumer interests [12] - Despite these adjustments, uncertainties surrounding tariff policies continue to pose challenges for the automotive industry and consumer sentiment [12]

Group 1 - The core point of the article indicates that JPMorgan's global manufacturing PMI for April is reported at 49.8, a decrease from the previous value of 50.3, suggesting a contraction in manufacturing activity [1] Group 2 - The PMI value of 49.8 indicates that manufacturing activity is below the neutral level of 50, which typically signifies a contraction in the sector [1] - The decline from 50.3 to 49.8 represents a notable shift in manufacturing sentiment, reflecting potential challenges in the industry [1] - This data point may influence investor sentiment and market expectations regarding economic growth and manufacturing performance [1]

产出分项指数从3月份的50.5攀升至51.5，为2022年3月以来的最高水平，表明尽管需求疲软，但产出仍 连续第二个月增长。 新订单指标继续下降，但降幅为三年来最低，该分项指数为49.5，接近企稳。 智通财经APP获悉，根据周五公布的一项调查，尽管整体制造业活动仍处于萎缩状态，但欧元区4月制 造业产出增长速度为三年多来最快，三大经济体显示出改善迹象。数据显示，欧元区4月SPGI制造业 PMI终值从3月的48.6升至49.0，为32个月来最高水平，但仍低于荣枯分水岭50。 汉堡商业银行首席经济学家Cyrus de la Rubia表示："PMI连续第4个月上升，可以被视为制造业形势正在 企稳的迹象。考虑到近几个月的诸多不确定性和冲击，这让人感到意外。" 由于投入成本自去年11月以来首次下降，而产出价格则以两年来最快的速度上涨，制造商的利润率得以 提高。 调查显示，商业信心降至2025年以来的最低水平，表明尽管生产趋势有所改善，但工厂经营者仍持谨慎 态度。 出口市场仍然是主要的拖累因素，海外订单指标的下降幅度大于整体新业务指标的下降幅度。 包括服务业在内的综合PMI将于下周公布，这些数据将更全面地反映欧元区经济的 ...

智通财经5月2日电，欧元区4月制造业PMI为49，预期48.7，前值48.7。 ...

欧元区4月制造业PMI终值 49，预期48.7，前值48.7。 ...

德国4月制造业PMI终值 48.4，预期48，前值48。 ...

法国4月份制造业产出近三年来首次出现增长 金十数据5月2日讯，4月份法国制造业产出出现近三年来的首次增长，对军事开支增加的预期可能有助 于抵消美国关税不确定性的影响。法国制造业PMI从3月份的48.5升至4月份的48.7，为2023年1月以来的 最高水平。汉堡商业银行经济学家乔纳斯·费尔德胡森表示，"来自国内外客户的订单仍在萎缩，虽然收 缩幅度明显下降。数据表明制造业的整体商业状况可能有所改善。虽然美国关税预计将对法国制造业产 生负面影响，并加剧不确定性，但欧洲央行的低利率以及欧盟减少官僚主义和大规模增加国防开支的努 力，可能会刺激制造业活动。" ...

法国4月制造业PMI终值 48.7，预期 48.2，初值 48.2。 ...

意大利4月制造业PMI 49.3，预期47，前值46.6。 ...