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浙商早知道-20250603
ZHESHANG SECURITIES· 2025-06-02 23:50
Group 1 - The core viewpoint indicates that the economic fundamentals in May show signs of recovery, with export-driven improvements potentially leading to synchronized supply and demand, although price levels have not yet rebounded, suggesting a continued divergence in volume and price [2] - The market anticipates an increase in fiscal policy measures [2] - The report highlights that the official PMI data released by the National Bureau of Statistics serves as a driving factor for the current economic outlook [2] Group 2 - The report maintains a neutral stance on the outlook, indicating no significant changes in perspective [2] - It emphasizes the need to observe the volatility of economic fundamentals, particularly the slope and sustainability of foreign trade recovery [2]