节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
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31日发布数据显示，3月份制造业采购经理指数（PMI）为50.4%，较上月回升1.4个百分点，重回扩张区间，制造业景气水平明显回升。
从核心指标看，产需两端同步扩张：生产指数为51.4%，环比上升1.8个百分点；新订单指数为51.6%，环比上升3.0个百分点，均升至扩张区间，反映制造业企业生产活动加快，市场需求显著改善。
企业规模层面，大、中、小型企业PMI均有回升：大型企业PMI为5...
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