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美国6月ISM制造业新订单指数 46.4,预期 48.1,前值 47.6。
news flash· 2025-07-01 14:03
美国6月ISM制造业新订单指数 46.4,预期 48.1,前值 47.6。 ...
美国6月ISM新订单指数 46.4,前值47.6。
news flash· 2025-07-01 14:02
美国6月ISM新订单指数 46.4,前值47.6。 ...
连续两个月回升!这一指数释放哪些信号?
Jing Ji Wang· 2025-06-30 09:13
其中,制造业PMI连续两个月上升,显示我国宏观经济继续恢复。对此,中国物流信息中心分析师文韬分析认为,今年二季度,受到美国关税政策变化的 影响,制造业运行短期有所波动,但我国经济展现出了较强的韧性,在短期放缓后迅速回稳,内生动力持续发力,企业生产稳健运行,5、6月制造业PMI 连续两个月回升。 在中国物流与采购联合会特约分析师张立群看来,6月份PMI指数小幅回升,表明一系列增量政策的效果继续显现。但制造业PMI仍处荣枯线下,生产经 营活动预期指数继续下降,反映需求不足的企业占比扩大,需要高度重视需求不足对于制造业生产投资的制约,持续加大扩内需各项政策力度。 制造业市场供需两端均有所扩张 6月30日国家统计局发布的数据显示,6月份,制造业采购经理指数(PMI)、非制造业商务活动指数和综合PMI产出指数分别为49.7%、50.5%和50.7%, 比上月上升0.2、0.2和0.3个百分点,三大指数均有所回升。 价格指数结束了连续3个月的下降势头。据国家统计局服务业调查中心高级统计师赵庆河介绍,6月份主要原材料购进价格指数和出厂价格指数分别为 48.4%和46.2%,均比上月上升1.5个百分点,反映制造业市场价格总体 ...
制造业PMI连续两个月回升,新订单指数回到扩张区间
证券时报· 2025-06-30 08:13
6月30日,国家统计局服务业调查中心和中国物流与采购联合会发布数据显示,6月份制造业采购经理指数(制造业PMI)、非制造业商务活动指数和综合 PMI产出指数均有所回升,分别为49.7%、50.5%和50.7%,经济景气水平总体保持扩张。 分析认为,二季度,受到美国关税政策变化影响,制造业运行短期有所波动,非制造业整体保持扩张态势。预计下半年,在没有大的外部冲击的情况下,随着政策 组合的进一步发力,我国制造业将保持稳中有增发展态势,经济运行内生动力有望继续稳步改善。 二季度制造业PMI逐月改善 4—6月,制造业PMI分别为49.0%、49.5%和49.7%,整体运行在50%的临界点以下,但呈现环比改善的走势。6月份制造业PMI比上月上升0.2个百分点,连续两个月 回升。中国物流与采购联合会特约分析师张立群表示,PMI指数小幅回升,表明一系列增量政策的效果继续显现。 6月份,产需指数均位于扩张区间。具体来看,企业生产活动保持稳定扩张,生产指数为51%,较上月上升0.3个百分点;新订单指数为50.2%,较上月上升0.4个百分 点,在连续2个月运行在50%以下后回到扩张区间。 中国物流信息中心分析师文韬表示,随着中美 ...
Emerson Electric Co. (EMR) Presents at Wells Fargo Industrials & Materials Conference Transcript
Seeking Alpha· 2025-06-11 00:24
Great to be here. Emerson Electric Co. (NYSE:EMR) Wells Fargo Industrials & Materials Conference Call June 10, 2025 4:00 PM ET Company Participants Colleen Mettler - Vice President of Investor Relations Ram R. Krishnan - Executive VP & COO Conference Call Participants Unidentified Analyst All right. Good afternoon, everyone. Thank you for being with us. We are excited to continue the discussion with Emerson and very happy to have Ram Krishnan, COO of Emerson; and Colleen Mettler, who runs IR. Thank you both ...
2025年5月PMI点评:“抢出口”带动制造业PMI回暖
EBSCN· 2025-05-31 14:31
Manufacturing Sector - The manufacturing PMI for May 2025 is reported at 49.5%, a significant increase of 0.5 percentage points from the previous month, aligning with market expectations[2][4] - The production index rose to 50.7%, up 0.9 percentage points from last month, indicating a recovery in production activities[5][14] - New orders index increased to 49.8%, up 0.6 percentage points, reflecting improved demand conditions[5][14] - High-energy industries continue to decline, with the PMI dropping to 47.0%, down 0.7 percentage points, indicating ongoing challenges in these sectors[6] External Trade - The new export orders index rose to 47.5%, a significant increase of 2.8 percentage points, indicating a recovery in export activities following tariff reductions[21] - The import index increased to 47.1%, up 3.7 percentage points, suggesting improved import conditions[21] Service Sector - The service sector PMI increased slightly to 50.2%, up 0.1 percentage points, remaining in the expansion zone, driven by increased tourism and hospitality activities during the May Day holiday[31] Construction Sector - The construction PMI is at 51.0%, down 0.9 percentage points, indicating a slowdown in expansion primarily due to weakened housing demand, although infrastructure projects are accelerating[35] - Special bond issuance has increased significantly, with 443.2 billion yuan issued in May, up from 230.1 billion yuan in April, supporting investment in infrastructure[35]