cryptop2emobilegames| CITIC Construction Investment: Exports are still a highlight of the low elasticity of domestic demand repair this year
editor 2024-05-01 20:37:18 Nature 41
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Securities Times e Company News, China Securities Research News believes that the manufacturing PMI in April was higher than the boom-bust line, mainly due to the strong external demand orders. The resilience of China's exports in this round originated from last year, when structural capital goods and mid-to-high-end exports performed well. This sector is not only a support for China's current economy, but also a driving force for demand. Under the complete supply chain of "key components-complete machine manufacturing-integrated application", the competitive advantages of Made in China cannot be surpassed by other countries. Exports are still a highlight of the low elasticity of domestic demand this year, and there is a strong consensus in the market on this.cryptop2emobilegamesWe agree with the comparative advantages of exports, and have previously reminded equity markets that they can look for relative benefits in the export chain. What needs to be noted is that the Federal Reserve's expectations of interest rate cuts have repeatedly failed. The tight global dollar liquidity may cause the global manufacturing boom to be flattened, and a new round of manufacturing boom cycles will be delayed.