宏观PMI数据
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伊之密:公司经营情况较好,需求、订单保持较强韧性
Sou Hu Cai Jing· 2025-11-06 10:02
Core Viewpoint - The company is closely monitoring macroeconomic PMI data and industry conditions, indicating a resilient demand and order situation despite the overall manufacturing sector showing signs of contraction [1] Group 1: Company Performance - The company has reported good operational performance, with demand and orders remaining strong [1] - There is a noted structural differentiation in demand for die-casting and injection molding machines from downstream customers in sectors such as automotive, home appliances, and 3C [1] Group 2: Market Conditions - The manufacturing PMI has been in a contraction zone from July to September, suggesting a relative weakness in macro-level capital expenditure willingness [1] - The company’s new order signing pace and visibility are being assessed in relation to the overall industry sentiment reflected by PMI [1]