BNZ PMI为45.9：新西兰制造业在2024年完全收缩。新西兰BNZ制造业表现指数12月小幅上涨，从45.2升至45.9。虽然这标志着略有改善，但该行业仍处于长期收缩状态，远低于调查开始以来的长期平均水平52.5。

BNZ PMI at 45.9: NZ manufacturing completes 2024 fully in contraction.New Zealand's BNZ Performance of Manufacturing Index rose marginally in December, increasing from 45.2 to 45.9. While this marks a slight improvement, the sector remains in a prolonged contraction, far below the long-term average of 52.5 since the survey's inception.

标准普尔/NZX 50指数周五收于13130点，上涨1%，连续第四个交易日上涨，完成了强劲的周涨幅。鉴于新西兰依赖中国作为主要出口市场，中国经济增长强于预期对当地市场产生了积极影响。在美国，最新的经济数据暗示，美联储今年可能会继续降息，为全球市场增添乐观情绪。在国内新闻方面，新西兰制造业在12月略有改善，但连续22个月处于收缩状态。在企业方面，大多数大盘股当天收盘均为绿色。市场领导者斐雪派克股价上涨2.8%，此前高盛对该股进行了“买入”评级。Meridian Energy（1.7%）、Mercury NZ（1.2%）、奥克兰机场（1.1%）、Spark NZ（1.7%）和A2 Milk（3.2%）也出现了显著增长。该指数本周上涨1.8%，在连续两周下跌后，今年首次出现单周上涨。

The S&P/NZX 50 index closed 1% higher at 13,130 on Friday, rising for the fourth straight session and completing a strong weekly advance. The stronger-than-expected economic growth in China had a positive impact on the local market, given New Zealand's reliance on China as a key export market. In the US, latest economic data hinted that the Federal Reserve might continue easing rates this year, adding optimism to global markets. In domestic news, New Zealand’s manufacturing sector improved slightly in December but remained in contraction for the 22nd month. On the corporate front, most large-cap stocks ended the day in the green. Market leader Fisher & Paykel rose 2.8% after Goldman Sachs initiated coverage of the stock with a “buy” rating. Notable gains were also seen from Meridian Energy (1.7%), Mercury NZ (1.2%), Auckland Airport (1.1%), Spark NZ (1.7%), and A2 Milk (3.2%). The index advanced 1.8% for the week, its first weekly gain of the year after two consecutive weeks of losses.

周五，新西兰元稳定在0.56美元，有望实现七周来的首次周涨幅。最近的经济数据，特别是低于预期的核心通胀数据和疲软的零售销售数据，重新点燃了人们对美联储今年将能够多次降息的希望，之后美元走软为人民币提供了支撑。与此同时，新西兰最大的贸易伙伴中国经济增长强于预期，对新西兰元几乎没有影响。在国内新闻方面，新西兰商业采购经理人指数显示，该国12月制造业活动略有上升（45.9比11月的45.2），尽管该行业连续第22个月保持收缩。本周，新西兰元从两年低点反弹，上涨了约1%。

The New Zealand dollar held steady at $0.56 on Friday, on track for its first weekly gain in seven. The currency found support from a softer U.S. dollar after recent economic data, particularly cooler-than-expected core inflation data and weak retail sales figures, reignited hopes that the Federal Reserve will be able to cut rates more than once this year. Meanwhile, stronger-than-expected economic growth in China, New Zealand’s largest trading partner, had little impact on the Kiwi dollar. In domestic news, the BusinessNZ PMI revealed that the country's manufacturing activity rose slightly in December (45.9 vs 45.2 in November), although the sector remained in contraction for the 22nd consecutive month. For the week, the New Zealand dollar has gained about 1%, rebounding from two-year lows.

新西兰元50指数在周五早盘上涨14点，涨幅0.1%，至13015点，试图在耐用消费品、工业服务和非能源矿产上涨的情况下保持第四个交易日的涨幅。投资者热切期待主要贸易伙伴中国今天晚些时候公布的关键经济数据，包括2024年第四季度GDP数据和最后一个月的经济活动数据。他们还消化了新西兰12月份工厂活动的小幅下降。本周，该指数将公布三周来的首次周涨幅，迄今为止上涨近1%，因为人们乐观地认为新西兰储备银行今年将继续其货币宽松政策，在去年三次降息后，2月份可能会降息50个基点。在美国，当选总统唐纳德·特朗普将于下周搬回白宫，就职典礼定于周一举行。Gentrack Group有限公司股价上涨4.4%，恒天然公司股价上涨3.4%，Scott Tech股价下跌3.9%，Hallenstein Glasson股价下跌2.4%。

The NZX 50 added 14 points or 0.1% to 13,015 in the Friday morning session, trying to keep gains for the fourth session amid rises in consumer durables, industrial services, and non-energy minerals. Investors keenly anticipated crucial economic data from key trading partner China later today, including Q4 GDP figures and activity prints in the final month of 2024. They also digested a softer drop in New Zealand's factory activity for December. For the week, the index is set to post its first weekly rise in three, up nearly 1% so far, on optimism that the RBNZ will continue its monetary easing path this year, potentially with a 50bps rate reduction in February following three cuts last year. In the US, President-elect Donald Trump is set to move back into the White House next week, with the inauguration scheduled for Monday. Gentrack Group Ltd. surged 4.4%, and Fonterra Co-op climbed by 3.4%, while Scott Tech dropped 3.9% and Hallenstein Glasson fell 2.4%.