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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 ...
COMEX黄金回升 欧盟释放重磅信号弹
Jin Tou Wang· 2025-05-09 09:34
【COMEX黄金行情解析】 今日周五(5月9日)欧市盘中,COMEX黄金价格回升,截至目前报3329.20美元/盎司,涨幅0.57%,今 日开盘于3310.20美元/盎司,最高上探3337.00美元/盎司,最低触及3278.90美元/盎司。 短线来看,COMEX黄金价格上涨,目前交投于3329.20美元/盎司,涨幅0.57%,最高上探3337.00美元/ 盎司,最低触及3278.90美元/盎司。今日上方阻力位为3458-3468,下方支撑位为3258-3268. 打开APP,查看更多高清行情>> 在美欧贸易关系持续紧张的背景下,欧盟执委会于本周四(5月8日)释放出一枚重磅信号弹——若无法 通过谈判解决当前贸易争端,欧盟将考虑对价值高达950亿欧元(约合1072亿美元)的美国商品实施报 复性关税。这一数字不仅创下欧盟对美反制措施的历史新高,更标志着跨大西洋贸易关系可能面临二十 年来最严峻的考验。 欧盟此次拟定的报复清单可谓"精确制导",瞄准了多个具有战略意义和经济敏感度的美国产品。首当其 冲的是美国引以为傲的波本威士忌和葡萄酒产业,这些承载着美国文化符号的商品可能面临前所未有的 关税壁垒。在工业领域,飞机、汽车 ...
为高质量发展贡献科技力量
Shan Xi Ri Bao· 2025-05-08 22:59
Group 1: New Aircraft Development - The new Zhi-60 medium-sized fixed-wing search and rescue aircraft has completed ground interconnection testing, marking a significant technical breakthrough before assembly and flight testing [1] - The ground interconnection test evaluated the collaborative working capabilities of the aircraft's systems, including avionics, communication, and search and rescue mission systems, ensuring seamless integration and efficient cooperation during actual operations [1] - The Zhi-60 is designed for medium to long-range maritime search and rescue missions, capable of executing target searches over 200 nautical miles, and features a precise delivery system for rescue supplies [1][2] Group 2: Industry Impact - The introduction of the Zhi-60 addresses the long-standing gap in China's medium to large fixed-wing search and rescue aircraft, enhancing the country's maritime rescue capabilities [2] - The aircraft is engineered to withstand harsh marine environments, with high-temperature, high-humidity, and high-salinity protection, ensuring safe operations under adverse weather conditions [2] Group 3: Oil and Gas Equipment Innovation - China National Petroleum Corporation's Baoshi Pipe Industry has successfully trial-produced its first titanium alloy continuous pipe, filling a product gap in the field and marking a significant technological breakthrough in high-end energy pipe materials [4][5] - The titanium alloy continuous pipe is lighter and more corrosion-resistant than traditional steel pipes, allowing for deeper deployment in harsh oil and gas resource development environments [4][5] Group 4: Medical Robotics Advancement - The establishment of the first medical robot research center in Northwest China at Xi'an Jiaotong University Second Affiliated Hospital aims to create a national-level innovation platform for medical equipment [6][7] - The center will focus on precision and intelligent technologies, clinical transformation, and interdisciplinary integration, forming a comprehensive research and development ecosystem for medical robots [6][7]
美国遭遇劳动生产率三年首降 用人成本飙升敲响通胀警钟
智通财经网· 2025-05-08 13:53
Group 1 - The U.S. labor productivity declined for the first time in nearly three years in Q1, primarily due to a decrease in economic output, interrupting the previous trend of efficiency improvements that helped alleviate employment cost inflation [1][4] - Non-farm employee output per hour annualized fell by 0.8%, with the previous value revised to a growth of 1.7% [1] - The decline in labor productivity led to a surge in unit labor costs, which increased by 5.7% in Q1, marking the largest rise in a year [1][4] Group 2 - The drop in productivity was mainly attributed to a 0.3% decrease in corporate output, as indicated by recent GDP data suggesting a contraction due to trade factors, despite an increase in hours worked [4] - Short-term productivity growth may remain under pressure as companies delay investment plans while awaiting clearer U.S. trade and tax policies [4] - The Trump administration is attempting to stimulate domestic manufacturing and investment through tariffs, while post-pandemic productivity gains and an influx of immigrants are seen as key drivers for economic growth and inflation control [4] Group 3 - Federal Reserve officials are closely monitoring productivity data, as improvements driven by technological upgrades, including artificial intelligence, could help curb wage inflation [4] - Labor costs represent the largest expense for most companies, prompting them to seek new technologies and equipment upgrades to enhance efficiency and mitigate inflationary pressures from wage increases [4] - Despite high borrowing costs, ongoing inflation, and economic uncertainty leading some companies to invest selectively, many are still focused on improving efficiency [4] Group 4 - Manufacturing productivity surged by an annualized 4.5%, the largest increase in nearly four years, with factory output rising by 5.1%, likely reflecting increased production of commercial aircraft [4] - Another report indicated that initial jobless claims in the U.S. fell to 228,000, suggesting limited layoffs [4]
欧元兑美元短线波动不大,报道称欧盟提议如果谈判失败,对价值950亿欧元的美国商品采取关税措施
news flash· 2025-05-08 12:09
Group 1 - The euro to dollar exchange rate shows little short-term volatility, currently at 1.1296 [1] - The European Union proposed tariffs on $95 billion worth of U.S. goods if negotiations fail [1] - The EU's tariff plan includes aircraft, automobiles, and bourbon whiskey [1] Group 2 - The EU is considering export restrictions on $4.4 billion worth of scrap metal and chemicals to the U.S. [1] - The tariff plan also covers meat, fish, and agricultural products [1] - The EU will initiate a dispute resolution process against the U.S. regarding automotive and reciprocal tariff issues at the World Trade Organization [1]
窜天石猴”超音速飞机验证机明年首飞,未来将更名为“大圣
Xin Jing Bao· 2025-05-08 11:27
在展区的一侧,展陈着"窜天石猴"的"心脏"——"筋斗云400"发动机模型。工作人员介绍,该发动机于 2024 年底已完成飞行试验,"这一试验对发动机在实际飞行环境中的性能进行全面考核,可以为飞机提 供更强大、更可靠的动力支持。" 特别值得一提的是,"筋斗云400"发动机采用模块化设计、3D打印工艺,可以形成独立功能分舱,从而 实现产品的乐高式快速组装及适配。工作人员介绍,预计今年年底,"筋斗云400"将迭代升级为"筋斗云 400S",它将更加智能、结构更加紧凑、功能更加强大,工作马赫数范围在3.2-4.2之间。 乘客们何时才能坐上"窜天石猴"?工作人员解释说,从研发到适航取证、飞机投入商用,"石猴"还要走 很长的路,工程师们也在加紧开展超音速飞机的技术突破。预计2026年,验证机"窜天石猴"将首飞,将 全面验证临近空间超音速飞机总体设计方案。未来真正的飞机将命名为"大圣",座位数在30个左右,定 位为商务飞机。 新京报讯(记者吴婷婷)《西游记》里,孙悟空一个筋斗云能翻十万八千里。在今年的科博会上,一款 名为"窜天石猴"的飞机搭载上名为"筋斗云"的发动机,也能实现"十万八千里"超音速。科博会亦庄展台 展出了60 ...
军工股,全线爆发
盘面上,国防军工、通信设备、铜缆高速连接、消费电子等板块涨幅居前,种业、黄金、PEEK材料、休闲食品等板块跌幅居前。 数据显示,国防军工获得逾76亿元主力资金净流入,通信、机械设备均获得超60亿元净流入,电力设备、电子、汽车也均获得超40亿元净流入,纺织服饰 则连续8日获得净流入。基础化工主力资金净流出逾10亿元,房地产、交通运输、钢铁、美容护理也都净流出超亿元。 展望后市,国泰海通指出,相较于过去,政策预期和展望更为连续和稳定。中国股市风险溢价有望系统性下移,而无风险利率下降与资本市场制度改革将 成为增量入市的关键力量。继续看好中国AH股市,把握做多窗口期。 东兴证券认为,基本面和政策面基本明朗,短期外部因素有所缓解,市场不确定性因素下降,风险偏好有望重回升势。随着行情趋于活跃,投资者可提升 一定仓位,参与结构性行情。大科技板块仍是首选,重点关注机器人、人工智能、智能驾驶等方向;其次是消费方向,重点关注以家电、消费电子、汽车 为代表的政策红利方向。 今日,A股继续稳步上升,创业板指收复2000点大关,上证指数、上证50等则再创阶段性新高。上涨个股远多于下跌个股,市场成交萎缩至1.32万亿元。 | 代码 | ...
木铎子、红姑娘:支撑伟大航空工业的,必须是一个伟大的国家
Guan Cha Zhe Wang· 2025-05-08 05:13
编者按:又是一年5月8日,不知不觉间,1999年北约悍然轰炸我驻南联盟使馆已过去二十六 年了。科索沃战争是一场纯粹依靠空中力量的侵略战,南联盟空军的弱小,造就了一代人的 意难平。回顾往事,如果他们当年有强大的航空力量,会如何?他们要如何守护住这种力量 呢? 本文扩充改写自某工信部属高校原某学生党支部的学习材料,展示了航空人的付出、航空工 业的发展成就,可以如何与国家、民族的命运紧密相连。 【文/观察者网专栏作者 木铎子、红姑娘】 "陪你走到起飞线,你划出一道闪电。我多想变成一只雄鹰,追随在你的身边……后人一定 能听见,你的怒吼多威严!请帮我记下,这一段故事,写在蓝天大海间……" 军旅歌手王宏伟的这首《剑指苍天》深情讴歌的,是当年寄托了无数梦想的"新歼"。 "多少人为你望穿双眼,多少人为你熬瘦脸庞;就连伸向天边的跑道,也写满对你的渴望。"从75年前的 4月17日,到松花江畔初生牛犊的东风113;从栉沐着三线风雷的"二号任务",到举旗于改革潮信的"十 号工程";从改型会议前连夜手搓的模型,到迟暮总师的新生日、试飞大校的笑容。迎日送霞、两肩霜 花,"新型歼击机"在"军队要忍耐"的年代立项上马、终成大道的故事,当年曾 ...
和讯投顾黄儒琛:预期内的科技线回调,预期外抱团双工异动
He Xun Cai Jing· 2025-05-07 13:32
Group 1 - The recent interest rate cut on May 8 and the expected reserve requirement ratio reduction on May 15 are seen as positive signals for the market [1] - The military industry stocks have shown significant activity, particularly influenced by geopolitical tensions such as the India-Pakistan conflict and the 80th anniversary of the Soviet Union's victory in World War II [2] - The chemical sector is experiencing a recovery, with specific stocks like Zhongyida and Hongbaoli showing notable performance [2][3] Group 2 - The market is currently experiencing a divergence, with a strong pullback expected after the recent recovery of the index, which aimed to fill the gap at 3319 [1] - The consumer sector is seeing a return of funds, particularly after military stocks hit their limits, indicating a shift in market sentiment [3] - The technology sector, especially in robotics and AI computing, is anticipated to maintain its profitability in the near term, contingent on the outcomes of the U.S. interest rate meeting [3]