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总量团队库存周期系列报告（一）：洞察周期，中美库存周期到什么位置了？-20231104-招商证券-38页
洞察周期：中美库存周期到什么位置了？ —一招商证券总量团队库存周期系列报告（一） 近期工业企业盈利和库存均出现边际改善迹象，本轮库存周期基本接近尾声，年底前后或确认主动补库趋势。今年以来全球价值链重塑加速，成为本轮库存周期的全球动力。在此背景驱动下的全球库存周期位置切换意味着外需将再次逐步企稳拉动国内出口辐射制造业投资，叠加国内稳增长政策落地，国内企业补库意愿也将积极。本轮库存周期与以往有何不同，
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