文:任泽平团队11月制造业PMI为50.3%,前值50.1%;非制造业PMI为50.0%,前值50.2%。1 PMI和新订单回升,但需求仍不足,第二轮经济刺激关键在于政策落地11月制造业景气回升,非制造业景气下滑。“抢出口”带动新出口订单、采购量、生产上升,但价格大幅下滑,延续以价换量。应该说前期出台的刺激政策规模很大,堵点主要在于落地难,落地难主要是因为前置条件太多,应该尽快取消这些前置条件,...
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