新西兰基准s&P/NZX 50周五上涨1.3%，收于12308点，较前一交易日涨幅超过2%。由于美中贸易紧张局势的缓解提振了全球情绪，该指数本周上涨2.4%，创下11月中旬以来的最高表现。中国表示，在特朗普总统暗示与印度、日本和韩国达成潜在协议并表示与中国达成协议的“非常有可能”之后，中国可能会考虑与美国启动贸易谈判。运输类股领涨，该行业上涨3.7%，主要原因是该公司发布乐观的全年利润指引后，Mainfreight股价飙升12%以上。其他显著上涨的股票包括奥克兰国际机场（+2%）、陶朗加港（+1%）、Meridian Energy（+2.6%）、Mercury NZ（+1.9%）和Ebos Group（+1%）。

New Zealand's benchmark S&P/NZX 50 rose 1.3% to close at 12,308 on Friday, extending a more than 2% gain from the previous session. The index advanced 2.4% for the week, marking its strongest performance since mid-November, as easing US-China trade tensions lifted global sentiment. China indicated it may consider initiating trade talks with the US, following President Trump’s remarks suggesting potential deals with India, Japan, and South Korea, and stating there’s a "very good chance" of an agreement with China. Transportation stocks led the rally, with the sector up 3.7%, driven by a more than 12% surge in Mainfreight shares after the company issued upbeat full-year profit guidance. Other notable gainers included Auckland International Airport (+2%), Port of Tauranga (+1%), Meridian Energy (+2.6%), Mercury NZ (+1.9%), and Ebos Group (+1%).

新西兰元周五升至0.592美元左右，在经历了三天的下跌后有所回升，因为越来越多的迹象表明贸易紧张局势缓解，降低了出口导向型货币的风险，情绪有所改善。在特朗普总统暗示与印度、日本和韩国可能达成贸易协定之后，中国表示愿意与美国启动贸易谈判，他还表示，与中国达成协议的可能性很高。然而，在国内，由于对新西兰储备银行进一步放宽政策的预期越来越高，新西兰元仍面临压力。市场已经完全消化了本月晚些时候央行会议上降息25个基点的影响，预计到10月利率将触底至2.75%。本周，人民币将小幅下跌。

The New Zealand dollar rose to around $0.592 on Friday, recovering after a three-day decline, as sentiments improved amid increasing signs of easing trade tensions reducing the risk of the export-heavy currency. China signaled a willingness to initiate trade talks with the US, coming after President Trump’s comments suggesting potential trade agreements with India, Japan, and South Korea, he also stated that there was a high likelihood of a deal with China. However, domestically, the New Zealand dollar remained under pressure amid growing expectations of further policy easing by the Reserve Bank of New Zealand. Markets have fully priced in a 25 basis point rate cut at the central bank’s meeting later this month, with interest rates projected to bottom out at 2.75% by October. For the week, the currency is heading for modest loss.

新西兰新住宅的建筑许可数量环比增长9.6%，经季节性调整后，2025年3月达到3398套，这是自2024年7月以来的最大增长。在截至2025年3月的一年里，批准的新住宅总数为34062套，比上一年下降了3.3%。同意的非住宅建筑工程的年价值为89亿美元，比截至2024年3月的一年下降了7.2%。在2025年第一季度，经季节性调整的新房同意数量在2024年12月季度下降3.3%后，增长了3.3%。

The number of building consents issued for new dwellings in New Zealand increased by 9.6% month-on-month, reaching a seasonally adjusted total of 3,398 units in March 2025, while marking the strongest growth since July 2024. Over the year to March 2025, the total number of new dwellings consented was 34,062, marking a 3.3% drop from the previous year. The annual value of non-residential building work consented stood at $8.9 billion, down 7.2% from the year ending March 2024. In Q1 of 2025, the seasonally adjusted number of new homes consented climbed 3.3%, after declining 3.3% in the December 2024 quarter.

周五早盘，新西兰股市上涨57点，涨幅0.5%，至12206点，触及4月初以来的最低水平。市场连续第二个交易日上涨，几乎所有行业都进入绿色，公用事业板块领涨。市场情绪乐观，新西兰元50指数有望每周上涨约1.6%，因为华盛顿暗示可能与印度、日本和韩国达成贸易协议，并对与中国达成协议表示乐观后，对贸易战的担忧有所缓解。该指数还追踪了华尔街的隔夜涨幅，这得益于主要科技公司的强劲盈利。然而，交易员们正在等待下周公布的新西兰2025年第一季度的失业数据，此前一季度的失业率创下了2020年第三季度以来的最高水平。在数据方面，新西兰建筑许可证在2025年3月增长了9.6%，这是八个月来最强劲的增长。早期上涨股包括Mainfreight（6.6%）、奥克兰国际机场（1.7%）和澳新银行集团（0.9%）。

New Zealand stocks rose 57 points, or 0.5%, to 12,206 during morning trade on Friday, touching their lowest level since early April. The market gained for the 2nd straight session, with almost all sectors moving into the green, led by utilities. Sentiment was upbeat, with the NZX 50 on track for a weekly gain of around 1.6%, as concerns over the trade war eased after Washington signaled possible trade deals with India, Japan, and South Korea, and expressed optimism about an agreement with China. The index also tracked overnight gains on Wall Street, driven by strong earnings from major tech companies. However, traders are awaiting New Zealand’s unemployment data for Q1 2025, due next week, after the prior quarter recorded the highest jobless rate since Q3 2020. On the data front, New Zealand building permits rose 9.6% mom in March 2025, marking the strongest growth in eight months. Among early gainers were Mainfreight (6.6%), Auckland International Airport (1.7%), and ANZ Group (0.9%).