2015729_艾瑞咨询_艾瑞投资周报2015年7月27-31日（10页）.pdf

艾瑞投资周报 2015.7.27-7.31 艾瑞资产研究中心 A 7 PMI 7 PMI 48.2 15 5 50 6 0.3%5 6 1.76%7 2.5%6 549 6 48.2 7 53.8 6 53.6 20 PMI 52.2 6 52.5 7 PMI 51.4 501.A A 50%艾瑞投资周报 2015.7.27-7.31 Wind 2-20%0%20%40%60%80%100%120%140%14/7/28 14/9/28 14/11/28 15/1/28 15/3/28 15/5/28 300 500 STOXX 50 225 1.1 7 PMI 7 24 7 PMI 48.2 15 49.7 49.4 PMI PMI 6 49.7 47.3 6 1-6 1.3%4.1 1-6 0.9%0.5%8.1%1.2 6 1.76%6 1.76%Wind 7 PMI 48.2 Wind 3 35.040.045.050.055.060.065.0Jan-05 Jan-07 Jan-09 Jan-11 Jan-13 Jan-15 PMI PMI 7 PMI-20-100102030Jul-09 Apr-10 Jan-11 Oct-11 Jul-12 Apr-13 Jan-14 Oct-14%艾瑞投资周报 2015.7.27-7.31 2015 1-6 1.4%1-5 1.3%0.7%1-5 0.1 6 0.3%5 0.6%1-6 58.8%6.1%17.2%1.2 7 2.5%Wind 6 0.3%5 0.6%Wind 4-100102030Mar-12 Sep-12 Mar-13 Sep-13 Mar-14 Sep-14 Mar-15%123456714/7/28 14/9/28 14/11/28 15/1/28 15/3/28 15/5/28 7 艾瑞投资周报 2015.7.27-7.31 1.3 6 549 540 6 6 48.2 55 7 53.8 6 53.6 20 PMI 52.2 6 52.5 7 PMI 51.4 501.IMF 7 PMI Wind Worldbank 5 43485358Jan-12 Jul-12 Jan-13 Jul-13 Jan-14 Jul-14 Jan-15 PMI 0.050.0100.0150.00.0200.0400.0600.0800.0Jan-99 Jan-02 Jan-05 Jan-08 Jan-11 Jan-14 艾瑞投资周报 2015.7.27-7.31 1.4 A A 300 2.87%3.81%4.11%A 7 24 1.45 300 7 17 63.9 50%7 17 3.3 A 50%A Wind 2015.7.27 6 101.22 62.94 31.40 21.84 16.39 14.50 020406080100120 A A 300 A 2014 05010015020025014/7/4 14/9/4 14/11/4 15/1/4 15/3/4 15/5/4 15/7/4 艾瑞投资周报 2015.7.27-7.31 7 A Wind Wind 7 15015516016517014/7/28 14/9/28 14/11/28 15/1/28 15/3/28 15/5/28 510152025Jan-01 Jan-03 Jan-05 Jan-07 Jan-09 Jan-11 Jan-13 Jan-15 艾瑞投资周报 2015.7.27-7.31 7 PMI 50 8 Wind-20%-10%0%10%20%30%15/1/1 15/2/5 15/3/12 15/4/16 15/5/21 15/6/25 IPE LME 艾瑞投资周报 2015.7.27-7.31 9“”Legal Statement This Report is prepared and provided by iResearch Investment Research Center of Shanghai iResearch Assets Management Co.,Ltd.(hereinafter,the“Company”).Any of reading and use of this Report shall be deemed as an unconditionally acceptance of any and all content contained herein.In no event shall the information or opinion contained or expressed herein constitute an investment opinion to anyone.In no event shall the Company be liable for any loss resulted from,or in connection with,the reliance on any content contained herein by any person.Information,opinions,and speculations contained herein are of judgment of the Company on the date of its issuance only.The Company may,from time to time,issue any report of which the information,opinions,and speculations are inconsistent with those contained herein.The Company makes no guarantee,expressed or implied,on the accuracy,reliance,or integrality of content contained herein.There are risks in market and investment shall be made with cautiousness.The information,materials,and conclusions contained herein are for reference by specific clients only and,in no event,shall constitute investment recommendations,without considering special investment objectives,financial standing,or needs of individual clients.This Report is of confidential and shall be communicated to specific clients only.Without written consent of the Company,no distribution hereof shall be made.No part hereof may be copied,duplicated,or reproduced in whatsoever form,or distributed to any other person,or otherwise used against the copyright of the Company.All trademarks,service marks,and marks contained herein are trademarks,service marks,and marks of the Company.艾瑞投资周报 2015.7.27-7.31