法国、德国及欧元区7月制造业PMI终值将于十分钟后陆续公布。 ...

西班牙7月制造业PMI为51.9，预期51.5，前值51.4。 ...

（责任编辑：宋政 HN002） 格隆汇8月1日丨周五公布的一项商业调查显示，俄罗斯7月份制造业活动以2022年3月以来的最快速度下 滑，商业信心跌至近三年来的最低点。俄罗斯7月标普全球制造业PMI从6月份的47.5降至47.0，进一步 远离50的荣枯线。标普全球表示，该调查表明"俄罗斯制造业健康状况大幅下滑"。此次连续数月来的第 二次急剧下滑是由客户需求疲软以及客户财务状况不佳所导致的，这影响到了产量和新订单。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

金十数据8月1日讯，周五公布的一项商业调查显示，俄罗斯7月份制造业活动以2022年3月以来的最快速 度下滑，商业信心跌至近三年来的最低点。俄罗斯7月标普全球制造业PMI从6月份的47.5降至47.0，进 一步远离50的荣枯线。标普全球表示，该调查表明"俄罗斯制造业健康状况大幅下滑"。此次连续数月来 的第二次急剧下滑是由客户需求疲软以及客户财务状况不佳所导致的，这影响到了产量和新订单。 俄罗斯7月份工厂产量萎缩速度创2022年3月以来最快 ...

Group 1: Manufacturing PMI Analysis - In July, the Manufacturing PMI dropped to 49.3%, a decrease of 0.4 percentage points from June, breaking the consecutive increase seen in Q2[5] - The decline in PMI is attributed to two main factors: the end of the overseas order recovery phase and disruptions caused by extreme weather[5] - The production index fell by 0.5 percentage points to 50.5%, with significant impacts on industries like non-metallic mineral products and chemical raw materials due to extreme weather events[5] Group 2: Price Dynamics in Manufacturing - The price indicators in manufacturing showed improvement, with the main raw material purchase price index rising to 51.5% and the factory price index at 48.3%, marking increases of 3.1 and 2.1 percentage points respectively from June[10] - Despite the rise in purchase prices, factory prices are contracting, indicating a widening gap that may weaken overall manufacturing profits in the short term[11] - The basic raw materials sector is the only one among four major categories to see an increase in PMI, with its purchase price index rising over 7 percentage points to 52%[11] Group 3: Non-Manufacturing Sector Insights - The Non-Manufacturing PMI fell by 0.4 percentage points to near the threshold line, with both construction and service sectors contributing to this decline[16] - The construction sector's PMI dropped to 50.6%, the largest decline since January, primarily due to extreme weather and ongoing real estate weaknesses[16] - In the non-manufacturing sector, a divergence in price trends was observed, with service sector prices declining while construction input and sales prices increased significantly[19] Group 4: Risk Factors - Consumer confidence recovery is slow, and the implementation of policies is not meeting expectations, posing risks to economic stability[22]

印度7月制造业PMI终值 59.1，预期59.2，前值59.2。 ...

印度7月制造业PMI终值 59.1，初值 59.2。 ...

投资咨询业务资格：证监许可【2011】1778 号 ◼ 品种观点参考—金融期货股指板块 宝城期货股指期货早报（2025 年 8 月 1 日） 2.跌幅大于 1%为下跌，跌幅 0~1%为震荡偏弱，涨幅 0~1%为震荡偏强，涨幅大于 1%为上涨。 3.震荡偏强/偏弱只针对日内观点，短期和中期不做区分。 ◼ 主要品种价格行情驱动逻辑—金融期货股指板块 品种：IF、IH、IC、IM 日内观点：震荡偏强 中期观点：上涨 时间周期说明：短期为一周以内、中期为两周至一月 | 品种 | 短期 | 中期 | 日内 | 观点参考 | 核心逻辑概要 | | --- | --- | --- | --- | --- | --- | | IH2509 | 震荡 | 上涨 | 震荡偏强 | 上涨 | 政策端利好预期构成较强支撑 | 备注： 1.有夜盘的品种以夜盘收盘价为起始价格，无夜盘的品种以昨日收盘价为起始价格，当日日盘收盘 价为终点价格，计算涨跌幅度。 姓名：龙奥明 宝城期货投资咨询部 从业资格证号：F3035632 投资咨询证号：Z0014648 电话：0571-87006873 参考观点：上涨 核心逻辑：昨日各股指均震荡下跌。沪深 ...

中国7月标普全球制造业PMI录得49.5，预期50.4，前值50.4。(财新7月起终止对标普中国PMI的冠名)标普全球市场：中国制造业自2023年10月后第二次录得产量下降，调查企业反映新订单增速放缓，厂商相应减产。厂商反映外需疲软，新出口订单已连续4个月收缩，且较6月加剧。https://t.co/4eWCWIpcNz https://t.co/2px2vIDPvj外汇交易员 (@myfxtrader):中国7月官方制造业PMI为49.3，预期49.7，前值49.7；非制造业PMI为50.1，预期50.3，前值50.5；综合PMI为50.2，前值50.7。 https://t.co/nHn2KnFYUy ...

Group 1 - Japan's manufacturing PMI fell from 50.1 in June to 48.9 in July, indicating a return to contraction [1][2] - South Korea's manufacturing PMI decreased from 48.7 in June to 48.0 in July, marking the sixth consecutive month of contraction [1][3] - Both countries are experiencing dual pressures of weak demand and declining output, reflecting the ongoing impact of tariff uncertainties on the Asian manufacturing supply chain [1][3] Group 2 - In Japan, the output sub-index fell back into contraction, with the decline being the largest since March, as businesses reported reduced production due to decreased new business volumes [2] - New orders in Japan continued to shrink in July, although the pace of decline slowed compared to June [2] - Despite the downturn in output and orders, Japanese manufacturers continued to increase employment, although the growth rate reached a three-month low [2] Group 3 - In South Korea, the decline in output and new orders accelerated in July, exacerbated by weak domestic economic conditions and the impact of U.S. tariff policies [3] - The drop in new export orders was the smallest in four months, but companies reported a significant decrease in export orders to the U.S. and Japan [3] Group 4 - The effectiveness of the recent trade agreements with the U.S. remains to be seen, with a focus on whether they will lead to improved customer confidence and sales in the coming months [4] - South Korean manufacturers have turned pessimistic about future prospects for the first time in three months, expressing concerns over the timing of domestic economic recovery and ongoing tariff uncertainties [4] - In Japan, business confidence has risen to a six-month high, with expectations that improved demand conditions and reduced trade-related uncertainties will support future growth [4]