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Q2 Procurement Survey Report: There are more room for manufacturers, but the demand for orders is insufficient

Source:network
Release on:2023-08-22

As the upstream inventory of upstream inventory is basically completed or close to the end in the first half of the year, some category prices and row rates have taken the lead in the bottom and gradually entered the end of the rising period. The performance of relevant companies in the second half of the year is expected to usher in an inflection point.But at the same time, we also see that the world's political and economic situation is intricate, and the foundation of the restoration and development of various industries in China is still unstable.

Data show that in the second quarter, China's external economic comprehensive CEEM-PMI index quarterly was lower than the Rongku line.The US economy has shown its expected toughness, the growth of the euro zone has basically fallen into stagnation, the Japanese economy has resumed moderate, and the Indian economy continues to grow steadily.ASEAN overall manufacturing PMI is above the Rongku Line, but countries are very different, and South Korea is continuing to be under the wound.

In June, the new order index in the PMI index of China's manufacturing industry was 48.6%, an increase of 0.3 percentage points from May to stabilize, but it is still in a significant low state.At this point, the PMI index of China's manufacturing industry has lasted for three months, and the main origin was insufficient demand.Behind this is affected by the slow growth of residents' income since the beginning of the year, and the post -epidemic effect is still being affected. The current consumption power and consumption confidence of residents need to be further boosted.In addition, under the background of the global economic slowdown, foreign demand is also weakening.

According to data from the National Bureau of Statistics, in the second quarter, the manufacturing capacity utilization rate was 74.8%, a decrease of 0.6%compared with the same period last year.In the first half of the year, the production capacity utilization rate of manufacturing was 74.7%, a decrease of 1%from the same period last year.

Among them, the automotive manufacturing, electrical machinery and equipment manufacturing, computers, communications and other electronic equipment manufacturing industries, the capacity utilization rate is 73.3%, 77.1%, and 74.6%, respectively, an increase of 4.2%, 1.1%, and--respectively. 2.9%.In the first half of the year, the automotive manufacturing, electrical machinery and equipment manufacturing, computers, communications and other electronic equipment manufacturing industries, the capacity utilization rate was 72.7%, 76.5%, and 74.2%, respectively, an increase of 2.0%,-0.1 from the same period of the previous year, respectively. %,-3.0%.

Cumulative growth rate of electronic information manufacturing and industrial added value

From January to May, of the main products, the output of mobile phones was 565 million units, a year -on -year decrease of 2.6%, of which the output of smartphones was 416 million units, a year -on -year decrease of 8.5%; the output of micro -computer equipment was 131 million units, a decrease of 25.7%year -on -year; the output of integrated circuit was 14011,1401. 1401 1401 100 million yuan, a year -on -year increase of 0.1%.