CPI环比季节性回升

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【太平洋研究院】10月第三周线上会议
远峰电子· 2025-10-19 13:21
Group 1 - The core viewpoint of the article discusses the seasonal rebound of CPI and the narrowing decline of PPI in September's inflation data [3][38]. - The article highlights the pressures on the pig farming industry due to "pig prices, pandemic, and regulation," leading to a reduction in production capacity [8][39]. - It mentions the upcoming discussions on various industry investment opportunities, including machinery sales data and chemical industry prospects [15][35]. Group 2 - The article outlines a series of webinars focusing on different sectors, including consumer valuation shifts and opportunities in the chemical industry for the fourth quarter [30][35]. - It emphasizes the importance of understanding market dynamics and seasonal trends in making informed investment decisions [3][39]. - The discussions will feature insights from industry analysts, providing a comprehensive overview of current market conditions and future outlooks [39][40].