第一创业-宏观利率周报:库存周期接近尾声,投资周期还未到来

页数: 13页
发布机构: 第一创业
发布日期: 2017-04-05
2017 S1080510120001 S1080116070058 0755-23838251 zengzhiwei@fcsc.com   ——  4 5 First Capital Securities Corporation Limited 1 3 51.7% 3 PMI51.2% 1 PMI PMI PMI51.8% 2 WIND 51.6% PMI55.1% 54.2% PMI WIND 3 PMI 2 0.2 6 51% + + 3 50.4% 2.2 PMI 0.1 3 PMI 3 53.3% PMI PMI 48.6% PMI PMI 0.5 2 First Capital Securities Corporation Limited 3 3 PMI 2 WIND 3 54.2% 0.5 4 PMI WIND 53.3% 0.2 3 51.0% 0.3 PPP 3 First Capital Securities Corporation Limited 5 PMI WIND 3 47.3% 0.3 1-2 48.3% 0.3 6.1% 2.9 1.2% 5.8 3 6 PMI WIND 4 First Capital Securities Corporation Limited 7 WIND 3 59.3% 4.9 53.2% 3.1 CRB 12 3 PPI PPI 8 2-3 PPI 2 2 PMI WIND 5 First Capital Securities Corporation Limited 9 CRB WIND 2 2.1 17 2 2 PCE 10 2.63% 2.12% 1 1.75% 1 PCE 11 WIND PCE 1 0.37 0.21 PCE WIND 2017 6 First Capital Securities Corporation Limited 2016 2 2% 5 PCE PCE 2 2017 1-2 0.15 12 2017 1-2 0.2% 2 1 2 1 0.37 1 1 12 0.1% 2 5 8080 1 7709 2 2 0.1% 2 2017 1-2 GDP 2.1% 3.5% 2017 2016 12 WIND 7 First Capital Securities Corporation Limited 13 WIND 14 WIND 15 WIND 8 First Capital Securities Corporation Limited PCE 2 5 2 PCE PCE 3 1.75% 2 2.2 2 2 2.8% 3.8% 4.77% 3.73% 3.33% 2.63% 8.85 2.6 2 1.1 0.58 1.06 15.42 16 0.2 2 1.8% 17 WIND WIND 18 19 WIND WIND 2 23 9 First Capital Securities Corporation Limited 16 2 2 2.8% 2 23 12 16 16 3 2 3 2017/03/27 1-2 1-2 8.5% 4.9% 31.5% 13.7% 261000 1987000 258000 2052000 -6.2 108.0 1.3 -5.0 107.9 1.2 2017/03/30 3 3 3 10 First Capital Securities Corporation Limited 3 13.9 12.7 3.9% 3.9% 13098.6 1.9% 1.8% 13106.0 2.1% 1.8% 279249.0 -1.2% 260644.0 -3.8% 3.0% 2.8% 3.7% 4.3% -4.4% 4.8% 3.7% -3.3% 12.8% -7.1% -2.6% 1.8% 51.6% 54.2% 51.7% 51.8% 55.1% 51.2% 4.6% -0.8% 0.3% 2.3% 2017/03/31 2 2 2 PCE PCE 2 2 2 2 2 2 2 2 2 3 3 3 PMI PMI PMI 2 2 Wind 2017/04/03 3 PMI 55.0% 55.7% 3 PMI 52.2% 53.4% 3 PMI 56.8% 58.3% 3 PMI 55.4% 56.2% 3 PMI 54.5% 54.2% 3 PMI 59.3% 57.5% 3 PMI 49.2% 48.4% 3 PMI 57.7% 57.2% 3 PMI 50.7% 52.5% 3 PMI 53.3% 52.4% 9.6% 9.5% 3.9% 1.1% 4.5% 0.0% 7.7% 8.3% -48173 6.7% 4.5% -43557 21.4% 20.3% -7.5% 2.1% 2.7% 2.1% 2 2 2 PPI PPI 2017/04/04 2 2 2 3 2 2 11 First Capital Securities Corporation Limited 2 2 2 0.2% 0.4% 1.5% 0.1% 1.8% 0.7% 29.8 -- 2017/04/05 ADP 3 PMI 56.4% -- 3 PMI 54.4% -- 3 3 PMI PMI 55.5% 56.0% --- 3 PMI 53.3% -- 49.0% -- 57.6% -- 51.3% -- 258000 2052000 --- 52.6% -- 50.3% -- 43.1 -- 5.1% -7.4% --- 30995.3 30051.2 5924.0 ---- 23.5% 4.7% 63.0% 2.8% ----- 3 3 PMI 3 PMI FOMC 3 2017/04/06 3 PMI 3 PMI 3 2 2 2017/04/07 3 3 3 3 3 3 3 Wind 12 First Capital Securities Corporation Limited 6 20% 6 5-20% 6 ±5% 6 5% 115 20 TEL:0755-23838888 FAX:0755-23838999 P.R.China:518046 www.firstcapital.com.cn TEL: 010-63197788 P.R.China:100030 9 8 FAX: 010-63197777 TEL:021-68551658 P.R.China:200135 53 FAX:021-68551281
宏观利率周报:库存周期接近尾声,投资周期还未到来
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第一创业 - 宏观利率周报:库存周期接近尾声,投资周期还未到来
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宏观利率周报:库存周期接近尾声,投资周期还未到来
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