节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
中国国家统计局服务业调查中心、中国物流与采购联合会3月4日发布数据，2月份制造业采购经理指数（PMI）为49.0%，较上月下降0.3个百分点。中国国家统计局服务业调查中心首席统计师霍丽慧指出，春节假期延长且集中在2月中下旬，企业生产经营受影响，制造业市场活跃度总体下降。
2月制造业生产指数49.6%、新订单指数48.6%，分别环比降1.0、0.6个百分点，产需有所回落。分行业看，农副食品加工、计算机通信电子设备等行业产需景气扩张；纺织服装服饰、汽车等行业产需低于临界点，活跃度偏弱。大型企...
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