本文来自格隆汇专栏:中信证券研究,作者:杨帆、明明、玛西高娃等10月PPI同比跌幅进一步收窄至-2.1%,环比暨2024年9月后首度录得正增长,表现略超市场预期,反内卷受益型行业与有色系行业继续成为工业品价格中的核心贡献。反内卷品类方面,煤炭、水泥、光伏设备和元器件、锂离子电池的PPI回升表现较为亮眼。供给扰动延续背景下,有色系延续大涨态势,成为10月PPI超预期的重要驱动因素。进入四季度“低基数...
Source Link本文来自格隆汇专栏:中信证券研究,作者:杨帆、明明、玛西高娃等10月PPI同比跌幅进一步收窄至-2.1%,环比暨2024年9月后首度录得正增长,表现略超市场预期,反内卷受益型行业与有色系行业继续成为工业品价格中的核心贡献。反内卷品类方面,煤炭、水泥、光伏设备和元器件、锂离子电池的PPI回升表现较为亮眼。供给扰动延续背景下,有色系延续大涨态势,成为10月PPI超预期的重要驱动因素。进入四季度“低基数...
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