
10CPI 20246106145CPI1057.2457.245-7.280 7.20-7.305PMI 20111290 Z0017101 1..........................................................................................11.1....................................................................................11.2.................................................................................21.2.1...................................................................................................21.2.2...................................................................................................31.2.3...................................................................................................3 2.................................................................................................4 2.1-........................................................................42.2.............................................................................42.2.1............................................................................................42.2.2............................................................................................52.2.3........................................................................................72.2.4........................................................................................82.3........................................................................................92.3.1.........................................................................92.3.2....................................................................10 3.........................................................................................11 3.1........................................................................113.2..........................................................................................153.3................................................................16 1.1.1..................................................................................................11.1.1 2024610614.21.1.2.....................................................................22.1.1...............................................................................................42.2.1..........................................................42.2.2..............................................................42.2.3..........................................................52.2.4................................................................................62.2.5%..............................................................72.2.6.....................................................................82.2.7 NDFUSDCNH.........................................................................92.2.8 USDCNY25Delta%..........................92.3.1...............................................92.3.2.........................................................................92.3.3.............................................102.3.4.......................................................................103.3.12024.6.17-6.21................................161.................................182%..................................................................193...................................................204Shibor%............................................................................205SOFR%.............................................................................20 6%.................................................................................21 7....................................................................................21 1. 1.1 2024 6 10614CFETSBIS SDR614 16:30 5CPI PPI5CPICPI71-2 5CPI1057.2457.245-7.280 USDCNHUSDCNYBloomberg 1.2 1.2.1 7.20-7.30 5PMI 1.2.2 7.25 1.2.3 2. 2.1- 6147.115145 Refinitiv Bloomberg 2.2 2.2.1 2.2.2 4382101% 2.2.3 2.2.4 614NDF7.042522USDCNY25Delta 2.3 2.3.1 61424097.226126245271 Bloomberg 2.3.2 61424097.225725745666 Bloomberg 3. 3.1 6.5PPI0.2%2023100.1%0.5%PPI0.3%5PPI2.2%2.5%2.2% 7.1.324.281222.561182179.8 3.2 3.3 BloombergWind / 136310008400 8888 910www.nanhua.net603093