标准普尔全球俄罗斯制造业采购经理人指数从9月份的50.6上升至2024年11月的51.3，这是自8月份以来的最高读数，因为在需求强劲的情况下，产出恢复增长。这也标志着工厂活动连续第二个月扩张，新订单略有增长，国外销售额连续第四个月增长。尽管本月有所放缓，但总体增长速度稳健。就业人数略有下降，而积压的工作在过去六个月内第四次下降，因为公司能够成功地耗尽手头的工作。与此同时，交货时间延长，但为五个月来最小。在价格方面，由于汇率疲软和供应商成本上升，投入成本加速至2023年10月以来的最快水平，而随着制造商将更高的成本转嫁给客户，产出成本通胀升至一年来的最高水平。最后，商业信心升至四个月高点。

The S&P Global Russia Manufacturing PMI increased to 51.3 in November 2024 from 50.6 in September, marking the highest reading since August as output returned to growth amid stronger demand conditions. It also marked the 2nd straight month of expansion in factory activity, as new orders grew marginally, with foreign sales growing for the fourth month running. Although softening on the month, the pace of increase was solid overall. Employment fell fractionally while backlogs of work declined for the fourth time in the last six months as firms were able to deplete work-in-hand successfully. Meanwhile, delivery times lengthened but the smallest in five months. On prices, input cost accelerated to the fastest since October 2023 amid exchange rate weakness and higher supplier costs while output cost inflation rose to the strongest in a year as manufacturers passed through higher costs to customers. Lastly, business sentiment improved to a four-month high.

独家：首席执行官表示，俄罗斯VTB预计2025年GDP增长率为1.9%。俄罗斯第二大银行VTB首席执行官安德烈·科斯廷在接受路透社采访时表示，VTB预计2025年GDP增长率为1.9%，高于国际货币基金组织预测的1.3%，而通货膨胀率将从目前的8.5%放缓至6.4%。

Exclusive: Russia's VTB sees 2025 GDP growth at 1.9%, CEO says.Russia's second-largest lender VTB sees 2025 GDP growth at 1.9%, above the International Monetary Fund's forecast of 1.3%, while inflation will slow to 6.4% from the current rate of 8.5%, VTB's CEO Andrei Kostin told Reuters in an interview.

俄罗斯标准普尔11月全球制造业采购经理人指数从之前的50.6升至51.3。俄罗斯标准普尔11月全球制造业采购经理人指数从之前的50.6升至51.3

Russia S&P Global Manufacturing PMI up to 51.3 in November from previous 50.6.Russia S&P Global Manufacturing PMI up to 51.3 in November from previous 50.6

周四，MOEX俄罗斯指数收于2549点，上涨2.3%，延续了昨天的回调，此前美国的新制裁引发了本周早些时候的抛售，并将该指数降至19个月低点。俄罗斯和乌克兰之间交换远程导弹的同时，普京总统放宽了使用原子武器的条件，使战争升级，并对俄罗斯所有类别的资产施加了压力。作为回报，美国制裁了50家俄罗斯银行，以进一步将俄罗斯排除在全球金融体系之外，并挤压对依赖外贸的公司的外汇供应。尽管如此，俄罗斯天然气工业股份公司距离历史低点仍不到5%，而俄罗斯联邦储蓄银行和俄罗斯石油公司的表现不佳。

The MOEX Russia index closed 2.3% higher at 2,549 on Thursday, extending yesterday’s correction after fresh sanctions from the US triggered a selloff earlier in the week and lowered the index to a 19-month low. The exchange of long-range missiles between Russia and Ukraine coincided with President Putin relaxing conditions for the usage of atomic weapons, escalating the war and pressuring all classes of Russian assets. In return, the US sanctioned 50 Russian banks to further shun Russia from the global financial system and squeeze the supply of foreign exchange to companies that depend on foreign trade. Still, Gazprom remained less than 5% away from its record low, while Sberbank and Rosneft underperformed.