中国10年期国债收益率小幅上涨至1.88%左右,因投资者在中国最新PMI数据公布后转向风险较高的资产。官方数据显示,中国综合采购经理人指数从2月份的51.1升至2025年3月的51.4,为三个月来的最高水平。此外,2025年3月,服务业活动增至50.8,超出预期,为三个月来最高,而工厂活动飙升至50.5,标志着一年来最快的增长,表明北京的刺激措施正在推动复苏。此外,中国计划向四大国有银行注资5000亿元人民币,以加强其金融业,此举旨在确保流动性,并在全球经济不确定的情况下提振投资者信心。与此同时,韩国、中国和日本同意就自由贸易协定进行合作,以促进地区贸易,为特朗普的关税宣布做准备。
China's 10-year government bond yield edged higher to around 1.88%, as investors turned to riskier assets following China’s latest PMI data. Official figures revealed that China’s composite PMI rose to 51.4 in March 2025, up from 51.1 in February, marking its highest level in three months. Additionally, services activity increased to 50.8 in March 2025, surpassing expectations and marking the highest in three months, while factory activity surged to 50.5, signaling the fastest growth in a year and indicating that Beijing’s stimulus measures are driving recovery. Adding to the momentum, China plans to inject 500 billion yuan into four major state-owned banks to strengthen its financial sector, a move aimed at ensuring liquidity and boosting investor confidence amid global economic uncertainty. Meanwhile, South Korea, China, and Japan, agreed to collaborate on a free trade pact to boost regional trade as they brace for Trump’s tariff announcement.