华安基金舒灏聚焦高景气精选个股,平衡业绩与主题挖掘超额-基金优选系列之八十八

医药行业：港股创新药进入盈利期－港股医药行业2025年半年报总结

医药行业：千店千面，开启差异化发展路线－药店行业新业态系列

医药行业：产业复苏，配置拐点－CXO 2025H1业绩综述

医药生物行业：轻舟已过万重山，再举云帆万里程，积极把握新一轮产业周期－2025中报分析之CRO、CD

医药生物行业：底部夯实，寻求“拐点、成长_共振

医药生物行业：创新药授权出海后，下一步剧本是什么？－叙事经济学视角的创新药择时策略

基础材料行业：资本开支增速放缓，供需持续改善－月报

Cloud manufacturing refers to the utilization of cloud computing technologies to support the manufacturing industry, enabling the use of shared resources, services and data through an interconnected network. Cloud manufacturing market consists of sales, by entities (organizations, sole traders or partnerships), of cloud manufacturing hardware, software and services that provide a flexible, scalable and efficient way for manufacturers to access computational tools, manufacturing resources and services over the internet, without needing to invest in large-scale infrastructure. It transforms traditional manufacturing processes by integrating hardware, software and network resources into cloud platforms, which can be accessed on-demand.

8 月 CPI 同比增速-0.4%，环比 0.0%；PPI 同比增速-2.9%，环比回升至 0.0%。8 月通胀保持稳步修复。在猪周期影响下，食品价格对 CPI 形成主要拖累，但核心服务价格保持韧性，核心 CPI 同比大幅回升。反内卷政策效果在 8 月 PPI 数据已有所显现，采掘工业价格动能回正，黑色链条也出现止跌回稳的迹象，同时大宗商品涨价也带动了中下游加工业，后续观察涨价的持续性与弹性。