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从中观角度看PMI丨宏观经济
文/广发证券资深宏观分析师王丹2024年12月制造业PMI淡季小幅放缓至50.1,本文主要基于中观角度进一步作出观察:从绝对景气度看,中游装备、下游消费品景气领先,上游原材料行业景气偏弱;从边际变化看,消费品制造业的连续改善值得关注;从资产定价角度看,2025年“大力提振消费”对应政策红利,其后续行业景气度能否出现持 ...
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