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中國股市收漲 匯豐PMI初值為五個月來最高 @ 2012-07-24T16: Back Hot News
Keyword:PMI 匯豐 中國
Concept:2009年3月份 , 7月匯豐中國制造業采購經理指數
匯豐中國制造業采購經理人指數(PMI)初值為49.5,較上月的48.2為高,並創近半年以來的新高。其中,產出指數由49.3升至51.2,為9個月新高;新出口訂單由45.7反彈至48.2;新訂單亦由47.2升至48.9。報告中指PMI雖然低於50的枯榮線,但指數回升表明前期的寬松措施開始生效。
從市場下跌的驅動因素來看,匯豐6月制造業PMI初值持續走低無疑是本次大盤破位下行的主要推動因素。數據顯示,6月中國制造業PMI初值為48.1%,連續8個月低於50%,並創過去7個月來的新低,隨著需求的萎縮,制造業產出顯著下滑,去庫存壓力持續增加,這使得市場對經濟增速下滑的悲觀預期再度升溫,反映出經濟增速下滑的悲觀預期與宏觀調控政策寬松預期之間的博弈仍是主導市場短期運行方向的主要因素。
而A股上周五瑞午節假期休市,昨日復市後明顯下挫,投資者因上周五公布的匯豐中國6月份PMI初值創7個月新低而憂慮經濟下滑,拋售壓力增加。上證綜合指數收報2224點,跌1.6%;深證綜合指數收報919點,跌2.5%,其中,水泥股、有色金屬股及地產股等對經濟周期敏感的股份跌幅較大,電力股則逆市上揚。

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