中信证券：6月制造业PMI回升
2026-07-01 01:10:52
中信证券研报称，6月制造业PMI有所回升，剔除季节性后制造业景气较上月小幅提升，PMI持续位于荣枯线之上。需求指标反弹明显、价格指标显著下降，或指向PPI拐点临近；高技术制造业PMI受益于AI景气提升，消费品制造业受益于油价下降、成本压力缓和，景气回归荣枯线之上。据36氪报道，研报还称6月非制造业景气度有所好转，若7月中旬公布的二季度经济数据面临压力，政策或继续加大呵护力度。
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