MAC063C-0-MS-3-C-095-B-1-S001從制造業(yè)中的三大積極因素——高技術(shù)制造業(yè)、高端裝備制造業(yè)、消費(fèi)品制造業(yè),可以清晰地窺見中國(guó)工業(yè)結(jié)構(gòu)調(diào)整的脈絡(luò),也給投資人提供了可靠的啟示。實(shí)際上,從工業(yè)投資增速看,上述三大積極因素方面的投資增速普遍高于其它工業(yè),有投資就有增長(zhǎng)這個(gè)簡(jiǎn)單的認(rèn)知仍然適用。關(guān)注《中國(guó)制造2025》的投資者,不妨對(duì)此多加關(guān)注。
MAC063C-0-MS-3-C-095-B-1-S001從企業(yè)規(guī)模看,大型企業(yè)PMI為51.2%,比上月上升0.2個(gè)百分點(diǎn),在擴(kuò)張區(qū)間呈現(xiàn)企穩(wěn)走勢(shì);中、小型企業(yè)PMI為48.3%和44.8%,分別比上月下降0.4和1.8個(gè)百分點(diǎn),繼續(xù)位于臨界點(diǎn)下方,處于收縮區(qū)間,表明大型企業(yè)有率先觸底企穩(wěn)跡象。那么從投資角度看,大型企業(yè),特別是上述投資增速明顯的處于擴(kuò)張狀態(tài)的三大制造業(yè)的投資機(jī)會(huì)更多。
MAC063C-0-MS-3-C-095-B-1-S001筆者曾經(jīng)在2014年10月的評(píng)論中指出過,預(yù)計(jì)2015年四季度,宏觀經(jīng)濟(jì)將出現(xiàn)積極因素大于不利因素的整體企穩(wěn)狀況,現(xiàn)在來看,服務(wù)業(yè)由于采購(gòu)經(jīng)理人指數(shù)仍然處于擴(kuò)張區(qū)間,其中11月為52.8%,高于10月0.5%,而制造業(yè)中三大制造業(yè)的擴(kuò)張仍在進(jìn)行,大型企業(yè)率先出現(xiàn)了企穩(wěn)跡象,隨著大宗商品價(jià)格的觸底,整個(gè)宏觀經(jīng)濟(jì)或?qū)⒊霈F(xiàn)明顯的企穩(wěn)回升。當(dāng)然,如果配合以適當(dāng)?shù)呢泿糯碳?,回升?shì)頭才能更加明顯。由于四季度為傳統(tǒng)生產(chǎn)淡季,預(yù)計(jì)回升勢(shì)頭將從明年一季度開始出現(xiàn)。
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MAC063C-0-MS-3-C-095-B-1-S001
MAC071B-0-TS-3-C/095-A-0
MAC90B-0-JD-1-B/110-A-0/J1250/S01
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MAC112C
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MAC112A-0-VD-4-C Rexroth
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