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%).

周四，新西兰基准标普/纽交所50指数上涨2.1%，收于12149点，在贸易战担忧缓解的情况下结束了连续两天的下跌。报道显示，特朗普政府即将宣布第一批协议，这些协议将降低对某些国家的计划关税。与此同时，据报道，中国编制了一份美国制造的商品清单，免除125%的报复性关税，旨在在不做出公开让步的情况下缓和紧张局势。大多数大盘股均录得强劲涨幅。医疗器械制造商斐雪派克上涨2.4%，药品供应商Ebos Group上涨1.3%。公用事业提供商Meridian Energy、Mercury NZ和Contact Energy分别上涨2.7%、3.4%和3.3%。基础设施投资者Infratil上涨3.5%，乳制品生产商A2 Milk上涨3.3%，电信提供商Spark NZ上涨1.2%。房地产股也对股市的上涨做出了贡献。

New Zealand's benchmark S&P/NZX 50 index jumped 2.1% to close at 12,149 on Thursday, snapping a two-day losing streak amid easing trade-war concerns. Reports indicated that the Trump administration was close to announcing the first tranche of deals that would reduce planned tariffs on certain countries. Simultaneously, China had reportedly compiled a list of U.S.-made goods to be exempted from its 125% retaliatory tariffs, aiming to de-escalate tensions without making public concessions. Most large-cap stocks posted strong gains. Medical-device maker Fisher & Paykel gained 2.4% and pharmaceutical supplier Ebos Group was up 1.3%, respectively. Utility providers Meridian Energy, Mercury NZ, and Contact Energy rose 2.7%, 3.4%, and 3.3%, respectively. Infrastructure investor Infratil climbed 3.5%, dairy producer A2 Milk advanced 3.3%, and telecommunications provider Spark NZ gained 1.2%. Property stocks also contributed to the upturn.