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6月PMI释放双重信号:制造业景气水平持续改善 小企业承压待政策加码
Jing Ji Guan Cha Wang· 2025-06-30 12:59
Group 1 - The manufacturing PMI for June is reported at 49.7%, indicating a slight improvement from the previous value of 49.5%, suggesting a continued recovery in manufacturing activity [1] - The construction business activity index rose to 52.8% from 51%, while the services business activity index decreased to 50.1%, down by 0.1 percentage points from the previous month [1] - The production index and new orders index in manufacturing are both in the expansion zone, with marginal increases of 0.3 and 0.4 percentage points to 51% and 50.2%, respectively [2] Group 2 - The internal demand index increased by 0.4 percentage points to 50.6%, outpacing the new export orders index, which rose by 0.2 percentage points to 47.7% [2] - High-frequency indicators show that the year-on-year growth rate of foreign trade cargo volume narrowed from -3.8% to -3.5%, indicating a continued weakening in export strength [2] - The PMI data indicates a divergence in performance among enterprises, with large and medium-sized enterprises seeing increases in PMI, while small enterprises experienced a decline to 47.3%, the lowest since September 2024 [3] Group 3 - The manufacturing sector faces downward pressure due to a potential weakening in export chain production as the equipment renewal cycle declines [3] - Recent policies aimed at boosting domestic demand, including a 500 billion yuan service consumption relending initiative, are expected to support service consumption and infrastructure investment [3] - The PMI improvements in June were more pronounced in industries such as petroleum processing, pharmaceutical manufacturing, and chemical manufacturing, while sectors like electrical machinery and textiles saw significant declines [3]
临沂商城周价格总指数为102.91点,环比下跌0.03点(6月12日—6月18日)
Zhong Guo Fa Zhan Wang· 2025-06-20 08:24
Core Insights - The overall price index for Linyi Mall decreased slightly to 102.91 points, a decline of 0.03 points or 0.03% compared to the previous week [1] Group 1: Price Index Changes - Among 14 categories, 3 categories saw price increases, 3 remained stable, and 8 experienced price declines [1] - The categories with price increases include agricultural materials, board materials, and construction decoration materials [1] - The categories with the largest price declines are clothing and accessories, steel materials, and automotive parts and accessories [1] Group 2: Agricultural Materials - The agricultural materials price index rose to 87.11 points, an increase of 0.05 points [1] - The rise is attributed to increased production costs for agricultural films and strong demand for seeds during the summer planting season [1] - Prices for plastic breeding tools also saw a slight increase due to raw material price hikes, while the average sales price for rodenticides decreased due to increased demand [1] Group 3: Board Materials - The board materials price index increased to 97.49 points, up by 0.03 points [2] - The increase is driven by a rebound in the prices of raw materials like logs, leading manufacturers to raise some product prices [2] - The market is primarily driven by sales, contributing to a slight increase in average sales prices [2] Group 4: Construction Decoration Materials - The construction decoration materials price index rose to 105.72 points, an increase of 0.03 points [3] - The increase is seen in specialized materials and decorative materials, although overall demand remains weak due to fewer home renovation projects [3] - Prices for paints and waterproof materials have seen slight increases [3] Group 5: Clothing and Accessories - The clothing and accessories price index fell to 104.92 points, a decrease of 0.19 points [4] - The decline is primarily due to a significant drop in prices for men's shoes, despite slight increases in prices for underwear and sportswear [4] - The average sales price for men's clothing has decreased [4] Group 6: Steel Materials - The steel materials price index decreased to 98.57 points, down by 0.04 points [5] - The decline is attributed to reduced demand in the construction sector and a continued off-season for steel [5] - The steel futures market is also experiencing downward fluctuations, contributing to the overall price drop [5] Group 7: Automotive Parts and Accessories - The automotive parts and accessories price index fell to 93.87 points, a decrease of 0.03 points [6] - Prices for automotive parts have slightly decreased, particularly for engine and electrical components [6] - Some automotive parts like crankshafts and fuel tanks continue to see price increases, but sensitive consumables lack upward momentum, leading to price declines [6]
临沂商城周价格总指数为102.97点,环比下跌0.31点(5月29日—6月4日)
Zhong Guo Fa Zhan Wang· 2025-06-06 09:45
Core Insights - The overall price index of Linyi Mall decreased to 102.97 points, down by 0.31 points or 0.31% compared to the previous week [1] Price Index Summary - **Hardware and Electrical Materials**: The price index rose to 119.65 points, increasing by 0.03 points. The rise was driven by slight price increases in electric tools due to manufacturer price adjustments, while hand tools and electrical instruments remained stable [1] - **Clothing and Accessories**: The price index reached 105.14 points, up by 0.01 points. The increase was notable in accessories like belts and running shoes, while clothing prices remained stable overall, with children's and underwear prices slightly rising [2] - **Lighting**: The price index increased to 104.33 points, up by 0.01 points. Prices for home and commercial lighting rose, while outdoor lighting prices decreased due to seasonal demand fluctuations [3] - **Steel**: The price index fell to 98.71 points, down by 1.95 points. The decline was attributed to reduced downstream demand and lower upstream raw material prices, leading to a significant drop in various steel categories [4] - **Automotive Parts and Accessories**: The price index decreased to 93.81 points, down by 0.11 points. The market for automotive parts remained weak, with continuous price reductions due to low demand [5] - **Board Materials**: The price index slightly declined to 97.59 points, down by 0.07 points. The ongoing downturn in the real estate market has weakened demand for board materials, prompting manufacturers to lower prices to alleviate operational pressures [6]
歌力思: 2024年年度股东大会会议资料
Zheng Quan Zhi Xing· 2025-06-05 09:15
深圳歌力思服饰股份有限公司 会议资料 一、会议召开和表决方式 本次会议采用现场投票与网络投票相结合的表决方式。深圳歌力思服饰股份 有限公司(以下简称"公司")通过上海证券交易所股东大会网络投票系统向股 东提供网络投票平台,公司股东可以在网络投票时间内通过上述系统行使表决权。 二、会议召开时间 现场会议时间:2025 年 6 月 16 日 14:50 网络投票起止时间:自 2025 年 6 月 16 日 至 2025 年 6 月 16 日 采用上海证券交易所网络投票系统,通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段,即 9:15-9:25,9:30-11:30,13:00-15:00;通过互联 网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 三、现场会议召开地点 深圳市福田区沙头街道天安社区泰然四路泰然立城大厦 B 座 12 楼会议室 四、会议议程 五、为保证每位参会股东的权益,谢绝个人录音、拍照及录像,对干扰会议 正常程序、寻衅滋事或侵犯其他股东合法权益的行为,会议工作人员有权予以制 止。 六、本次会议采用现场投票与网络投票相结合的表决方式,同一表决权通过 现场、上海证券交 ...
4月国内物价数据释放积极信号
Qi Huo Ri Bao Wang· 2025-05-12 00:41
国家统计局5月10日公布的数据显示,4月,居民消费价格指数(CPI)环比上涨0.1%,同比下降0.1%。 工业生产者出厂价格指数(PPI)环比下降0.4%,同比下降2.7%。4月CPI环比由降转涨,同比降幅与上 月相同,核心CPI涨幅稳定,PPI环比降幅与上月相同,部分工业行业价格同比继续呈现稳中向好走 势。 国家统计局城市司首席统计师董莉娟解读4月份CPI和PPI数据时表示,虽然国际输入性因素对部分行业 价格产生了一定的下拉影响,但我国经济基础稳、韧性强,各项宏观政策协同发力,高质量发展扎实推 进,部分领域价格呈现积极变化。 对此,刘晓艺认为,在全球关税政策纷争影响下,外需冲击开始显现,上游的价格压力进一步传导至中 游的原材料价格。 "4月,生产者购进价格指数同比下跌2.7%,较上月跌幅扩大0.3个百分点,环比下降0.6%,较上月跌幅 扩大0.4个百分点。从分项指标来看,各分项指标环比跌多涨少,仅有色金属材料类价格环比出现上 涨。"刘晓艺表示,具体来看,受美国"对等关税"政策影响,4月国内煤炭开采和黑色金属矿采选业价格 环比延续下跌,宏观情绪扰动下原油价格回落致油气开采业价格涨幅收窄,有色金属矿采选业价格环 ...
由降转涨!4月CPI环比上涨0.1%
新华网财经· 2025-05-10 09:40
国家统计局5月10日发布数据显示, 4月份,居民消费价格指数(CPI)环比由上月下降0.4%转为上涨 0.1% ,同比下降0.1%,降幅与上月相同。核心CPI环比由平转涨,上涨0.2%;同比上涨0.5%,涨幅保 持稳定。工业生产者出厂价格指数(PPI)环比下降0.4%,降幅与上月相同,同比下降2.7%,降幅比上 月扩大0.2个百分点。 国家统计局城市司首席统计师董莉娟表示,虽然国际输入性因素对部分行业价格产生一定下拉影响,但 我国经济基础稳、韧性强,各项宏观政策协同发力,高质量发展扎实推进,部分领域价格呈现积极变 化。 CPI环比由降转涨 从环比看,4月份,CPI由降转涨,涨幅高于季节性水平0.2个百分点。董莉娟分析称,主要是食品、出 行服务回升带动。 图片来源:国家统计局 4月份,食品价格环比上涨0.2%,高于季节性水平1.4个百分点。 其中,受进口量减少等因素影响,牛 肉价格环比上涨3.9%;新果上市初期供给季节性减少,薯类和鲜果价格环比分别上涨4.7%和2.2%;鲜 菜和猪肉价格分别下降1.8%和1.6%,降幅均小于季节性。 董莉娟表示, 受需求回暖及假日因素共同影响,出行服务价格回升明显 。4月份,飞 ...
4月中国PPI下降 部分工业行业价格向好
Huan Qiu Wang· 2025-05-10 09:26
来源:中国新闻网 中新社北京5月10日电 (记者 王恩博)中国国家统计局10日公布,4月份,中国工业生产者出厂价格指数 (PPI)环比下降0.4%,降幅与上月相同;同比下降2.7%,降幅比上月扩大0.2个百分点。 谈及4月份中国PPI下降的原因,国家统计局城市司首席统计师董莉娟指出,国际贸易环境变化,部分国 际大宗商品价格迅速下行,影响国内相关行业价格下降。 如促消费和设备更新等政策继续显效,部分消费品和装备制造产品需求释放带动相关行业价格回升。4 月份,家用洗衣机价格同比降幅比上月收窄0.3个百分点,食品制造业、新能源乘用车价格同比降幅均 收窄0.2个百分点。 随着中国持续推进贸易多元化,市场扩大也带动部分出口行业价格同比上涨或降幅收窄。4月份,集成 电路封装测试系列价格上涨2.7%,半导体器件专用设备制造价格上涨1.0%;拖拉机制造、电子器件制 造、纺织服装服饰业价格降幅均较上月收窄。(完) 其中,国际原油价格下行影响国内石油相关行业价格环比下降,石油和天然气开采业价格下降3.1%, 精炼石油产品制造价格下降2.5%,化学原料和化学制品制造业价格下降0.6%。部分出口行业价格环比 下降,汽车制造业价格下降 ...
重磅数据发布!价格领域呈现积极变化
第一财经· 2025-05-10 09:14
2025.05. 10 本文字数:1761,阅读时长大约3分钟 作者 | 第一财经 祝嫣然 受国际油价下行等因素影响,4月份CPI同比持续下降,PPI同比降幅扩大。 国家统计局5月10日发布的数据显示,4月份居民消费价格指数(CPI)环比由上月下降0.4%转为上涨0.1%,同 比下降0.1%。工业生产者出厂价格指数(PPI)环比下降0.4%,降幅与上月相同,同比下降2.7%,降幅比上月 扩大0.2个百分点。 4月份,扣除食品和能源价格的核心CPI上涨0.5%,涨幅保持稳定。 国家统计局城市司首席统计师董莉娟表示,虽然国际输入性因素对部分行业价格产生一定下拉影响,但我国经 济基础稳、韧性强,各项宏观政策协同发力,高质量发展扎实推进,部分领域价格呈现积极变化。 CPI同比连续三个月为负 从环比看,CPI由降转涨,涨幅高于季节性水平0.2个百分点,主要是食品、出行服务回升带动。食品价格环比 上涨0.2%,高于季节性水平1.4个百分点。 从同比看,CPI略有下降,主要受国际油价下行影响。能源价格同比下降4.8%,降幅比上月扩大2.2个百分点。 其中汽油价格下降10.4%,影响CPI同比下降约0.38个百分点,是带动C ...
重磅数据发布!现多项积极信号→
Zheng Quan Shi Bao· 2025-05-10 04:26
5月10日,国家统计局发布数据显示,4月份,居民消费价格指数(CPI)环比上涨0.1%,同比下降 0.1%。工业生产者出厂价格指数(PPI)环比下降0.4%,同比下降2.7%。 4月份CPI环比由降转涨,同比降幅与上月相同,核心CPI涨幅稳定,PPI环比降幅与上月相同,部分工 业行业价格同比继续呈现稳中向好走势。中国人民银行最新发布《2025年第一季度中国货币政策执行报 告》认为,随着扩大内需政策落地显效,市场需求加快释放,将更好支撑物价水平温和回升。 食品、出行服务表现好于季节性 4月份,CPI环比上涨0.1%。其中,食品价格上涨0.2%,非食品价格上涨0.1%;消费品价格持平,服务 价格上涨0.3%。 国家统计局城市司首席统计师董莉娟表示,从环比看,CPI由降转涨,涨幅高于季节性水平0.2个百分 点,主要是食品、出行服务回升带动。 4月份,我国促消费等宏观政策加力扩围,高技术产业加快成长等带动的部分工业品出厂价格回暖的现 象持续。 一方面,各地基建施工稳步推进、水泥企业错峰生产执行良好,黑色金属冶炼和压延加工业、非金属矿 物制品业价格同比降幅比上月分别收窄1.4个和1.0个百分点。促消费和设备更新等政策继 ...
重磅数据发布!现多项积极信号→
证券时报· 2025-05-10 04:19
5月10日,国家统计局发布数据显示,4月份,居民消费价格指数(CPI)环比上涨0.1%,同比下降0.1%。工业生产者出厂价格指数(PPI)环比下降0.4%,同比 下降2.7%。 4月份CPI环比由降转涨,同比降幅与上月相同,核心CPI涨幅稳定,PPI环比降幅与上月相同,部分工业行业价格同比继续呈现稳中向好走势。中国人民银行最新发 布《2025年第一季度中国货币政策执行报告》认为,随着扩大内需政策落地显效,市场需求加快释放,将更好支撑物价水平温和回升。 食品、出行服务表现好于季节性 4月份,CPI环比上涨0.1%。其中,食品价格上涨0.2%,非食品价格上涨0.1%;消费品价格持平,服务价格上涨0.3%。 国家统计局城市司首席统计师董莉娟表示,从环比看,CPI由降转涨,涨幅高于季节性水平0.2个百分点,主要是食品、出行服务回升带动。 食品价格的带动包括部分地区进入海洋休渔期,海水鱼价格上涨;新果上市初期供给季节性减少,薯类和鲜果价格上涨等情况,也包括受进口量减少等因素影响, 牛肉价格上涨等情况。此外,鲜菜和猪肉价格降幅小于季节性有一定影响。 同时,4月份,受需求回暖及假日因素共同影响,出行服务价格回升明显。飞机票 ...