金吾财讯 | 中金公司发研报指，6月CPI同比由负转正，主要受工业消费品价格回升带动，除国际原油和贵金属价格上涨外，反“内卷”打压“价格战”、促消费政策提振，汽车、家电价格同比改善，PPI同比中汽车制造、光伏、锂电池价格同比均改善。但PPI同比跌幅进一步走扩、环比连续第7个月负增，供过于求、需求不足仍是主要矛盾。向前看，反“内卷式”竞争拉开序幕，提振消费和纠正无序同质竞争在供需两端同时发力，有望助益物价回升。
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