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9月份,制造业景气水平继续改善!
Xin Hua She· 2025-09-30 06:37
国家统计局服务业调查中心、中国物流与采购联合会9月30日发布的数据显示,9月份,制造业景气水平继续改善;非制造业业务总量总体稳定;综合PMI 产出指数持续高于临界点,表明我国企业生产经营活动总体扩张继续加快。 制造业景气水平绳发改革 权威数读 / 权威数读 9月份非制造业商务活动指数 50.0% 位于临界点 ITHE ULT SET JUST THE THE -- 权威数读 9月份综合PMI产出指数 50.6% 比上月上升0.1个百分点 re under station in the state of the states a 我国会世纪年公军 T 高端下滑 PC K B S M P S M P S M P S M P S . E | 权威数读 / ...
9月PMI持续回升,A500ETF基金(512050)成交额超47亿元位居同类第一,中航沈飞等强势涨停
Mei Ri Jing Ji Xin Wen· 2025-09-30 06:28
展望后市,兴业证券认为,经历9月以来一段时间的震荡、消化后,新一轮上行动能正在蓄势,10月市 场中枢有望再上台阶。首先,经历前期震荡波动带来的消化、整固后,当前已有很多板块拥挤度回落至 中等或偏低的位置,市场整体拥挤度压力已显著缓解,为新一轮上行蓄势。 (文章来源:每日经济新闻) 9月30日,午后三大指数涨跌不一。截至14:01,上证指数涨0.46%,深证成指涨0.23%,创业板指跌 0.13%,A500ETF基金(512050)上涨0.60%,盘中成交额超47亿元,位居同类产品第一。盘面上,该 ETF持仓股派能科技强势领涨,涨超19%;中国中冶、中航沈飞等10%强势涨停。资金面上,资金连续4 个交易日净流入A500ETF基金(512050),近5日吸金19.13亿元。 消息面上,国家统计局公布数据显示,9月,中国制造业采购经理人指数(PMI)较上月回升0.4个百分 点至49.8%,创下近六个月新高,表明制造业景气水平正持续改善。分类指数方面,制造业生产指数为 51.9%,比上月上升1.1个百分点,升至近6个月高点;新订单指数为49.7%,比上月上升0.2个百分点; 原材料库存指数为48.5%,比上月上升0. ...
权威数读丨9月份,制造业景气水平继续改善!
Xin Hua She· 2025-09-30 05:15
制造业景气水平绳发改革 权威数读 / 制作:缪异星 [ 责编:袁晴 ] 权威数读 9月份非制造业商务活动指数 50.0% 位于临界点 ITHE ULT SET JUST THE THE -- 国家统计局服务业调查中心、中国物流与采购联合会9月30日发布的数据显示,9月份,制造业景气水平继续改善;非制造业业务总量总体稳定;综合PMI 产出指数持续高于临界点,表明我国企业生产经营活动总体扩张继续加快。 策划:令伟家 统筹:曹建礼 ...
权威数读|9月份,制造业景气水平继续改善!
Xin Hua She· 2025-09-30 04:20
国家统计局服务业调查中心、中国物流与采购联合会9月30日发布的数据显示,9月份,制造业景气水平继续改善;非制造业业务总量总体稳 定;综合PMI产出指数持续高于临界点,表明我国企业生产经营活动总体扩张继续加快。 制造业景气水电子线索改 权威数读 / 9月份非制造业商务活动指数 50 09 0 位于临界点 IFME ULL 3 SE FRON 权威数读 / 权威数读 9月份综合PMI产出指数 50.6% 比上月上升0.1个百分点 策划:令伟家 统筹:曹建礼 制作:缪异星 权威数海 ...
大越期货沪铜早报-20250430
Da Yue Qi Huo· 2025-04-30 02:15
Report Industry Investment Rating - Not provided Core View of the Report - The copper market is expected to move in a volatile manner. The fundamentals are neutral with smelting enterprises reducing production and the scrap copper policy being relaxed. The manufacturing PMI in March was 50.5%, up 0.3 percentage points from the previous month, indicating a continued recovery in manufacturing sentiment. The basis shows a premium for the spot over the futures, which is bullish. The inventory situation is neutral, with a decrease in copper inventory on April 29 and a reduction in SHFE copper inventory compared to last week. The closing price is above the 20 - day moving average which is moving down, also neutral. The main positions are net long and the long positions are increasing, which is bullish. With the Fed slowing down rate - cuts, inventory reduction from a high level, and possible improvement in tariff sentiment, the market will mainly move in a volatile way [2] Summary by Relevant Catalogs Daily View - **Fundamentals**: Smelting enterprises have cut production, the scrap copper policy has been relaxed. In March, the manufacturing PMI was 50.5%, up 0.3 percentage points from the previous month, and the manufacturing sentiment continued to recover, considered neutral [2] - **Basis**: The spot price is 78090, with a basis of 490, indicating a premium for the spot over the futures, considered bullish [2] - **Inventory**: On April 29, copper inventory decreased by 300 to 202500 tons, and SHFE copper inventory decreased by 54858 tons to 116753 tons compared to last week, considered neutral [2] - **Disk**: The closing price is above the 20 - day moving average which is moving down, considered neutral [2] - **Main Positions**: The main positions are net long and the long positions are increasing, considered bullish [2] - **Expectation**: With the Fed slowing down rate - cuts, inventory reduction from a high level, and possible improvement in tariff sentiment, the market will mainly move in a volatile way [2] Recent利多利空Analysis - **Likely Influencing Factors**: The logic involves domestic policy easing and the escalation of the trade war, but specific details of the bullish and bearish factors are not fully provided [3] Exchange Inventory - The SHFE copper inventory decreased by 54858 tons to 116753 tons compared to last week [2] 保税区库存 - The bonded - area inventory has rebounded from a low level [13] 加工费 - The processing fee has declined [15] 供需平衡 - In 2024, there is a slight surplus, and in 2025, it is in a tight - balance state. The Chinese annual supply - demand balance table shows production, import, export, apparent consumption, actual consumption, and supply - demand balance data from 2018 - 2024. For example, in 2024, production is 12060000 tons, import is 3730000 tons, export is 460000 tons, apparent consumption is 15340000 tons, actual consumption is 15230000 tons, and there is a supply - demand surplus of 110000 tons [19][21]