2023年9月建筑材料工业景气指数(MPI)分析报告 - 行业复苏信号明显
一、9月MPI核心数据 | Key MPI Data for September
2023年9月建筑材料工业景气指数为104.6点，较上月回升5.2点，高于临界点，表明行业运行有所恢复。
The Building Materials Industry Prosperity Index (MPI) reached 104.6 points in September 2023, up 5.2 points from the previous month, above the critical threshold, indicating a recovery in industry operations.
二、供给侧分析 | Supply-side Analysis
• 价格指数：100.1点(↑1.5)，建材产品价格由降转升
• 生产指数：104.5点(↑3.8)，生产明显加快
• Price Index: 100.1 points (↑1.5), material prices turned from decline to growth
• Production Index: 104.5 points (↑3.8), significant acceleration in production
三、需求侧表现 | Demand-side Performance
• 投资需求指数：104.9点(↑5.9)
• 工业消费指数：104.9点(↑4.1)
• 国际贸易指数：97.7点(↑1.1)，仍低于临界点
• Investment Demand Index: 104.9 points (↑5.9)
• Industrial Consumption Index: 104.9 points (↑4.1)
• International Trade Index: 97.7 points (↑1.1), still below threshold
四、行业深度解析 | In-depth Industry Analysis
1. 生产恢复情况：
水泥、混凝土制品等9个细分行业生产指数环比回升
1. Production Recovery:
Production indices in 9 sub-sectors including cement and concrete products rebounded
2. 价格走势：
• 9个行业产品价格环比增长(较上月增加7个)
• 仅2个行业价格同比保持增长
2. Price Trends:
• Prices increased month-on-month in 9 sectors (7 more than last month)
• Only 2 sectors maintained year-on-year price growth
3. 政策影响：
近期货币宽松政策+房地产政策优化+十大重点行业稳增长方案形成政策合力
3. Policy Impact:
Recent monetary easing + real estate policy optimization + growth plans for 10 key industries create policy synergy
五、专业机构服务 | Professional Services
国材(北京)建筑科学研究院提供：
• 国际认证检测
• 碳足迹评估
• 境外投资咨询等服务
Guocai (Beijing) Building Science Research Institute offers:
• International certification
• Carbon footprint assessment
• Overseas investment consulting, etc.
温馨提示：MPI指数是预判建材行业走势的重要先行指标，临界点为100。
Note: MPI is a key leading indicator for the building materials industry, with 100 as the critical threshold.
