Intelligence Feed event · Macro · 2026-09-30

    China's private RatingDog manufacturing PMI climbs to 52.1 in September

    Question

    China's private RatingDog manufacturing PMI climbs to 52.1 in September

    Direct answer

    The surprise in private-sector activity is supportive for CNH and semiconductor supply-chain names linked to Chinese manufacturing demand.

    Original publisher
    Market Ontology
    Evidence through
    2026-09-30
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “China's private RatingDog manufacturing PMI climbs to 52.1 in September”, revision 1, evidence through 2026-09-30. https://marketontology.com/market-events/2026-09-30/china-s-private-ratingdog-manufacturing-pmi-climbs-to-52-1-in-september-cb346d

    MACRO
    China's private RatingDog manufacturing PMI climbs to 52.1 in September
    The surprise in private-sector activity is supportive for CNH and semiconductor supply-chain names linked to Chinese manufacturing demand.
    CNHSOXX
    Impact
    59
    SEP 30
    SIG
    CNHSOXX
    China's private RatingDog manufacturing PMI climbs to 52.1 in September
    The surprise in private-sector activity is supportive for CNH and semiconductor supply-chain names linked to Chinese manufacturing demand.
    Impact
    The surprise in private-sector activity is supportive for CNH and semiconductor supply-chain names linked to Chinese manufacturing demand.
    Affected
    CNHSOXX
    Source facts

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    CNHstronger private-sector factory activity improves near-term growth sentimentUp1-5dRatingDog PMI advanced to 52.1 from 51.5
    SOXXbetter China manufacturing activity supports semiconductor demand expectationsUp1-5dthe private PMI showed faster expansion in the manufacturing sector

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    What happened next

    AssetCallBase close+1 day+5 days+20 days
    CNHUpdisagreed12.85 2026-09-300.00%-3.04%Pending
    SOXXUpagreed568.64 2026-09-30+1.35%+2.49%Pending

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    Sources

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