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刚定增37亿，又要港股上市！ 中信建投：拐点已现，新动能主导结构性行情

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4月通胀：反弹还是重置？（国联民生宏观钟渝梅）_蜘蛛资讯网

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增速涨幅靠前，而电力热力生产、酒饮料制造等中下游行业则垫底。再度反映出当前的PPI攀升更多为成本推动型，受益者集中于产业链上游，而贴近终端消费的中下游行业在提价压力下更多承受着原材料涨价带来的成本侵蚀。　　不过，国际输入性因素之外，国内市场竞争秩序的持续优化同样贡献积极。随着整治“内卷式”竞争成效显现，据我们测算，相关“内卷”行业的PPI增速已然回正。这意味着，即便后续国际油价带来的短期冲高因素消

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