从集运看10月PMI：外需季节性走弱

103110PMI50% PMIPMI -20111290 Z0003508fxiaoyan@nawaa.com0571-87839259 F03100647yjc@nawaa.com 1.PMI........................................................................................1 2.PMI........................................................................................3 2.1................................................................................................32.2..............................................................................4 3....................................................................................................................6 1PMI.........................................1210PMI..................................................................13PMI.........................................................24......................................................................................35SCFI...................................................................................................36PMI..............................................................................47SCFIS.........................................................................................489.....................................................................599.........................................................5 1.PMI 10PMI49.5%91.4%50.9%49.5%3.4%2.0%46.8%2.1% 2.PMI 2.1 26 1010(SCFI)91.61%10 2.2 PMISCFI10MarkitPMI43.00.9%10 SCFI637/TEU9 1.72%FAK1010ISMPMI:47.90.6%10SCFI1799/FEU 2263/FEU93.33%9.89%10 910%917.06%14.55%16.75%999.34%11.61%15.82% 3. 1011PMIPMI11PMI11 / 136310008400 8888 910www.nanhua.net603093