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南华宏观研究团队周度报告:当前生产表现仍不弱

2024-07-15曹扬慧、潘响南华期货一***
南华宏观研究团队周度报告:当前生产表现仍不弱

07 12 6PMI 2024 1..........................................................................................1 2...................................................................................4 3..............................................................................................8 1.1PTA %........................................................................1 1.2%.................................................................1 1.3%............................................................................2 1.4................................................................................2 1.5...................................................................................2 1.6...................................................................................3 1.7.................................................................3 2.1...........................................................................................4 2.2...........................................................................................5 3.1.....................................................................................................8 3.2..............................................................................................8 3.3..............................................................................................9 6 PMI PTA 6 1.2 % 1. 1.1PTA % 80.00 90.00 80.00 70.00 60.00 50.00 40.00 30.00 20.00 10.00 0.00 75.00 70.00 65.00 60.00 55.00 : : :PTA : : Wind Wind 1.3 % 50.00 45.00 40.00 35.00 30.00 25.00 20.00 15.00 10.00 5.00 : : : : 0.00 : : : : : : : : Wind 2023 1.4 1.5 Wind Wind 1.6 1.7 Wind Wind 2. 2.1 2.1 120 1 3 2 1 2 3 711 9 100% 722 4 120% 711 6 5 2021 1 6 28.6% 26PPI 0.2% 0.8%6CPI 2024 250 3 468.6% 7.6%2.3%1.8% 990.5826.2 56M2305.02 6.2%M1 66.065%(M0) 11.77,11.7% 4292 66255.32 8.3%250.85 8.8% 2.2 2.2 6 3.17% 3.02% 1 2 3 4 5 2% 6 7 6CPI CPI 3.3% 3.4% 2021 4 CPI 0.1% CPI3% 3.1% 3.3% -0.1% CPI 9 61 11 76 23.6 22.2 23.8 23.9 8 6 1/2 9 2% 1 8 50% 1 20259 + 6 + 1 2 2025 EA 180 / 3 I 4 225 / 185 / 3. 3.1 iFinD 3.2 BP iFinD 3.3 iFinD 2024.07.12 20240712 / 136 310008 4008888910 www.nanhua.net 603093