新西兰股市周一微涨17点，涨幅0.1%，至12618点，这是新的一个月的第一个交易日，延续了第四个交易日的涨幅。这一增长是在周一华尔街积极领先之后出现的，因为贸易战担忧的缓解和对近期降息的押注增加提振了市场情绪。在当地，商业情绪在5月份触及10个月低点后于6月份反弹。与此同时，新西兰的建筑许可证5月份同比增长10.4%，扭转了4月份14.6%的下降趋势。在新西兰最大的贸易伙伴中国，6月份服务业活动增长最快，而制造业下降有所缓解，因为北京方面继续努力应对贸易相关压力和国内需求疲软。尽管如此，在中国私人制造业PMI数据将于当天晚些时候公布之前，NZX 50的涨幅受到谨慎的限制。工业服务、医疗保健和消费非耐用品领涨，纳皮尔港控股公司上涨。（2.5%）、AFT Pharma（2.2%）和Millenium&Copthorne Hotels（1.8%）。

New Zealand stocks edged up 17 points or 0.1% to 12,618 on Monday, the first trading day of a new month, extending gains for a fourth session. The uptick followed a positive lead from Wall Street Monday as easing trade war fears and rising bets on near-term rate cuts lifted sentiment. Locally, business mood rebounded in June after hitting a ten-month low in May. Meanwhile, New Zealand's building permits rose 10.4% yoy in May, reversing a 14.6% decline in April. In China, New Zealand’s top trading partner, services activity grew the most in three months in June while a drop in manufacturing eased, as Beijing continued efforts to counter trade-related pressures and sluggish domestic demand. Still, gains on the NZX 50 were limited by caution ahead of China’s private manufacturing PMI data due later in the day. Industrial services, healthcare, and consumer non-durables led the rise, amid gains from Napier Port Holdings. (2.5%), AFT Pharma (2.2%), and Millenium & Copthorne Hotels (1.8%).

2025年5月，新西兰新住宅的建筑许可数量环比增长10.4%，经季节性调整后达到3151套。其中包括1464套独立房屋、1320套联排别墅、公寓和单位、211套退休村单位和156套公寓。截至2025年5月，共有33530套新住宅获得批准，与上一年相比下降了3.8%。同意的非住宅建筑工程的年度价值也下降了2.3%，至90亿美元。每1000名居民同意的新住宅数量为6.3套，低于一年前的6.6套，远低于1973年12月创下的13.4套的历史新高。这些数字突显了新西兰住宅建设活动的持续放缓。

The number of building consents issued for new dwellings in New Zealand rose by 10.4% month-on-month in May 2025, reaching a seasonally adjusted total of 3,151 units. This included 1,464 stand-alone houses, 1,320 townhouses, flats, and units, 211 retirement village units, and 156 apartments. For the year ended May 2025, a total of 33,530 new dwellings were consented, marking a 3.8% decline compared to the previous year. The annual value of non-residential building work consented also dropped by 2.3% to $9.0 billion. The number of new dwellings consented per 1,000 residents was 6.3, down from 6.6 a year earlier and well below the record high of 13.4 recorded in December 1973. These figures highlight a continued slowdown in New Zealand’s residential construction activity.

标准普尔/NZX 50指数周一上涨0.2%，收于12603点，延续了前一交易日的涨幅，因为对全球贸易谈判的乐观情绪缓解了新西兰出口依赖型经济的风险。投资者也消化了商业情绪的改善，澳新银行商业展望指数从5月份的十个月低点36.6攀升至6月份的46.3，这是自2月份以来的首次上涨。然而，由于担心通货紧缩，中国制造业连续第三个月收缩，新西兰出口面临风险，由于两国贸易关系密切，涨幅有所收窄。在整个交易所，显著上涨的股票包括Meridian Energy（+2.3%）、奥克兰国际机场（+1.5%）、A2 Milk（+2.6%）和Vector Limited（+3.8%）。另一方面，排名靠后的是斐雪派克（-1.4%）、新西兰水星（-1.5%）和弗莱彻大厦（-1.7%）。

The S&P/NZX 50 index rose 0.2% to close at 12,603 on Monday, extending gains from the previous session as optimism over global trade negotiations eased risks to New Zealand’s export-reliant economy. Investors also digested an improvement in business sentiment, with the ANZ Business Outlook Index climbing to 46.3 in June from May’s ten-month low of 36.6 — the first rise since February. However, gains were pared as Chinese manufacturing contracted for a third straight month amid deflation concerns, posing risks to New Zealand exports given the countries’ close trade ties. Across the bourse, notable gainers included Meridian Energy (+2.3%), Auckland International Airport (+1.5%), A2 Milk (+2.6%), and Vector Limited (+3.8%). On the flip side, top laggards were Fisher & Paykel (-1.4%), Mercury NZ (-1.5%), and Fletcher Building (-1.7%).

新西兰元周一升至0.607美元，在美元持续疲软的支撑下徘徊在八个月高点附近。温和的美联储前景和财政担忧给美元带来了压力，而投资者正在等待美国就业数据，这些数据可能预示着劳动力市场疲软，并支持7月份降息的理由。对全球贸易谈判的乐观情绪也提振了市场情绪，因为美国与中国签署了一项贸易协议，并表示与其他主要伙伴的协议也很接近。然而，由于中国数据显示私营部门采购经理人指数和服务业活动达到三个月高点，而制造业在通货紧缩担忧下连续第三个月收缩，新西兰元收窄了一些涨幅。鉴于两国密切的贸易关系，这给新西兰的出口带来了风险。在国内，新西兰澳新银行商业展望指数从5月份的36.6攀升至6月份的46.3，标志着自2月份以来，随着全球关税紧张局势的缓解，市场情绪首次有所改善。

The New Zealand dollar rose to $0.607 on Monday, hovering near an eight-month high, supported by continued weakness in the US dollar. A dovish Fed outlook and fiscal concerns weighed on the greenback, while investors awaited US jobs data that could signal labor market softness and bolster the case for a July rate cut. Optimism over global trade negotiations also lifted sentiment, as the US signed a trade deal with China and signaled deals with other key partners are also close. However, the kiwi pared some gains as Chinese data showed private-sector PMI and services activity hit three-month highs, while manufacturing contracted for a third straight month amid deflation concerns. This poses risks to New Zealand exports given the countries’ close trade ties. Domestically, New Zealand’s ANZ Business Outlook Index climbed to 46.3 in June from 36.6 in May, marking the first improvement in sentiment since February as global tariff tensions eased.