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11yuewaimaoliangdakandian:qichechukoutongbizhuandie,meiguolingshoushang“qiangjinkou”

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11月外贸两大看点:汽车出口同比转跌,美国零售商“抢进口”

qichechukoujin51geyuelaishoucichuxianyuedutongbifuzengzhang。

2024年12月7日,青岛港码头摆放的外贸集装箱。图片来源:CFP

记者 辛圆

haiguanzongshuzhouergongbushujucheng,yimeiyuanji,11yuechukoujinetongbizengzhang6.7%,zengsujiaoshangyuedafuhuiluo6.0gebaifendian;jinkoutongbixiajiang3.9%,jiangfubishangyuekuoda1.6gebaifendian,wei9geyuelaizuidi。dangyueshixianmaoyishuncha974.4yimeiyuan。

11yuechukou、jinkoubiaoxianjunbujiyuqi。jiemianxinwencaijide7jiajigouyucezhongzhixianshi,11yue,chukoutongbizengzhang7.5%,jinkoutongbizengzhang1.5%。

suiranshoushangniantongqigaojishudeyingxiang,chukouzengsuyousuofanghuan,danyiranbaochizaijiaogaozengzhangshuiping。fenxishirenwei,zheihedangqianwaixurengchuyujiaoqiangzhuangtaiyijiqiye“qiangchukou”youguan。

“11yuechukoutongbizengsuhuiluozhuyaoshishoushangniantongqijishutaigao,yijishangyuetuidongchukouzengsupiangaodeduanqiyingxiangyinsuxiaotuidengsuozhi。buguo,dangyuechukouzengsurengchuyupiangaoshuiping。”dongfangjinchengguojixinyongpingguyouxiangongsishouxihongguanfenxishiwangqingduijiemianxinwenshuo。

9yuefen,shoujiduantianqi、quanqiuhangyunbuchang、meiguodonghaianmatougongrenbagongdengyinsuraodong,dangyuewoguochukoutongbizengsujinyou2.4%,zheixieraodongyinsuzai10yueyoubutongchengdudexiaotui。

zhongguoguangdayinxingjinrongshichangbuhongguanyanjiuyuanzhoumaohuabiaoshi,11yuechukouqiangyujijiexing,zhuyaoyuanyinbaokuohaiwaixuqiurenxing、dianzichanpinxuqiufusu,diejiabufenwaimaolingshoushangweiguibiguanshuiyingxiang,tiqianzengjiajinkou“dunhuo”。

huachuangzhengquanshouxihongguanfenxishizhangyuciqianzaiyanbaozhongbiaoshi,muqianyousanfangmiandezhengjuxianshiqueshicunzai“qiangchukou”dexingwei:yishi11yueguanfangzhizaoyecaigoujinglirenzhishu(pmi)zhongdexinchukoudingdandafushangsheng0.8gebaifendianzhi48.1%;ershizhongguogangkoujizhuangxiangtuntulianghuanbicong10yuedexiajiang2.8%zhuanweishangzhang3.7%;sanshi11yueshanghaichukoujizhuangxiangyunjiazonghezhishujunzhihuanbishangzhang7.3%,10yueweixiajiang13.6%。

haiguanshujuxianshi,11yue,woguoqiansandachukoushichangfenbieshidongnanyalianmeng、meiguoheoumeng,qizhong,duidongmengchukoutongbizengzhang14.9%,bishangyuefanghuan0.9gebaifendian;duimeiguochukouzengzhang8.0%,bishangyuefanghuan0.1gebaifendian;duioumengchukouzengzhang7.2%,bishangyuefanghuan5.5gebaifendian。suiranduisandashichangchukouzengsujunyousuofanghuan,danduimeichukoufanghuanchengduzuiqing,yidingchengdushanghe“qiangchukou”youguan。

zhuyaochukoushangpinzhong,fuzhuangjiyizhefujianchukoujinetongbizengzhang3.8%,fangzhishaxian、zhiwujiqizhipintongbizengzhang9.3%,jichengdianlutongbizengzhang11.0%,zidongshujuchulishebeijiqilingbujiantongbizengzhang16.2%,qiche(handipan)tongbixiajiang7.7%,shoujixiajiang0.6%。jinnianqian11geyue,qichechukoutongbizengzhang15.8%。

wangqingzhichu,10yueqichechukoushujuchuxianxiahua,weijin51geyueyilaishouciyuedutongbifuzengzhang,zheikenengyiweizheoumengzhengshoufanbutieshuiyingxiangkaishixianxian。kaolvdaooumengshiwoguozhongyaodediandongqichechukoushichang,houxuyingxianghaixuguanzhu。

congqushilaikan,zhoumaohuabiaoshi,zonghekaolvquanqiuxuqiurenxing、guanshuixiaoyingyijiwoguowaimaojingzhenglitisheng,yujiweilaijigeyuewaimaoyouwangpingwenzengzhang,jixulvegaoyujijiexing。

王青表示,考虑到去年同期出口基数抬高,加之近期外需出现放缓态势,12月出口增速预计在6.0%左右。不过,对美抢出口xiaoyingyoukenengtuigaoniandichukouzengsu。zhengtilaikan,sijiduwoguochukoujiangbaochijiaogaozengzhangshuiping。

duiyu11yuejinkouxiahuachaoyuqi,fenxishirenwei,zhuyaohaishiguoneixuqiufusupianruo,qiyekuozhangzengjiajinkoukucunjuecepianjinshen,jiashangguojinengyuandengshangpinjiagedimiyadizhengtijinkouchengben。

9月底以来一揽子增量政策陆续出台,虽对市场信心有较强提振,但鉴于政策落地见效还需要一段时间,其对进口需求的实际拉动效果仍然有限。这也反映在,11月官方制造业PMI进口指数虽较上月回升0.3个百分点,但仍处于47.3%的收缩区间。”王青说。

shangyuezhuyaoshangpinzhong,tiekuangshijinkoushuliangtongbixiajiang0.9%,jinkoujinetongbixiajiang19.6%;yuanyoujinkoushuliangtongbizengzhang14.3%,danshouyoujiazoudiyingxiang,jinkoujinetongbixiajiang4.7%;tianranqijinkoushuliangtongbixiajiang1.4%,jinkoujinexiajiang8.3%。

fenxishibiaoshi,bansuiyilanzizengliangzhengcejinyibuxianxiao,weilaiyiduanshijianjinkouxuqiuhuoyougaishan。

“9yueguoneizengliangzhengcechutaimingxiantizhenshichangyuqi,diejiaguoneicunliangzhengcexiaoguoshifang,guoneixiaofei、fangdichanhetouzifusudongnengzengqiang,youwangzengqiangqiyekuozhangshengchan、zengjiatouziyiyuan,jinkouxuqiuyouwanggaishan。”zhoumaohuashuo。

王青表示,129日中央政治局会议要求实施更加积极有为的宏观政策,扩大国内需求加强超常规逆周期调节,这将对市场信心产生有力提振,加之前期出台的一揽子增量政策进一步显效,以及各地为完成今年经济社会发展目标而在年底前发力稳增长,年底进口需求存在改善空间。不过,考虑到去年同期进口基数有所抬升,以及10月中旬以来大宗商品价格回落可能在12月进口数据上有所反映,12月进口同比增速改善幅度可能有限,预计将在0%附近。

未经正式授权严禁转载本文,侵权必究。

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11月外贸两大看点:汽车出口同比转跌,美国零售商“抢进口”

qichechukoujin51geyuelaishoucichuxianyuedutongbifuzengzhang。

2024年12月7日,青岛港码头摆放的外贸集装箱。图片来源:CFP

记者 辛圆

haiguanzongshuzhouergongbushujucheng,yimeiyuanji,11yuechukoujinetongbizengzhang6.7%,zengsujiaoshangyuedafuhuiluo6.0gebaifendian;jinkoutongbixiajiang3.9%,jiangfubishangyuekuoda1.6gebaifendian,wei9geyuelaizuidi。dangyueshixianmaoyishuncha974.4yimeiyuan。

11yuechukou、jinkoubiaoxianjunbujiyuqi。jiemianxinwencaijide7jiajigouyucezhongzhixianshi,11yue,chukoutongbizengzhang7.5%,jinkoutongbizengzhang1.5%。

suiranshoushangniantongqigaojishudeyingxiang,chukouzengsuyousuofanghuan,danyiranbaochizaijiaogaozengzhangshuiping。fenxishirenwei,zheihedangqianwaixurengchuyujiaoqiangzhuangtaiyijiqiye“qiangchukou”youguan。

“11yuechukoutongbizengsuhuiluozhuyaoshishoushangniantongqijishutaigao,yijishangyuetuidongchukouzengsupiangaodeduanqiyingxiangyinsuxiaotuidengsuozhi。buguo,dangyuechukouzengsurengchuyupiangaoshuiping。”dongfangjinchengguojixinyongpingguyouxiangongsishouxihongguanfenxishiwangqingduijiemianxinwenshuo。

9yuefen,shoujiduantianqi、quanqiuhangyunbuchang、meiguodonghaianmatougongrenbagongdengyinsuraodong,dangyuewoguochukoutongbizengsujinyou2.4%,zheixieraodongyinsuzai10yueyoubutongchengdudexiaotui。

zhongguoguangdayinxingjinrongshichangbuhongguanyanjiuyuanzhoumaohuabiaoshi,11yuechukouqiangyujijiexing,zhuyaoyuanyinbaokuohaiwaixuqiurenxing、dianzichanpinxuqiufusu,diejiabufenwaimaolingshoushangweiguibiguanshuiyingxiang,tiqianzengjiajinkou“dunhuo”。

huachuangzhengquanshouxihongguanfenxishizhangyuciqianzaiyanbaozhongbiaoshi,muqianyousanfangmiandezhengjuxianshiqueshicunzai“qiangchukou”dexingwei:yishi11yueguanfangzhizaoyecaigoujinglirenzhishu(pmi)zhongdexinchukoudingdandafushangsheng0.8gebaifendianzhi48.1%;ershizhongguogangkoujizhuangxiangtuntulianghuanbicong10yuedexiajiang2.8%zhuanweishangzhang3.7%;sanshi11yueshanghaichukoujizhuangxiangyunjiazonghezhishujunzhihuanbishangzhang7.3%,10yueweixiajiang13.6%。

haiguanshujuxianshi,11yue,woguoqiansandachukoushichangfenbieshidongnanyalianmeng、meiguoheoumeng,qizhong,duidongmengchukoutongbizengzhang14.9%,bishangyuefanghuan0.9gebaifendian;duimeiguochukouzengzhang8.0%,bishangyuefanghuan0.1gebaifendian;duioumengchukouzengzhang7.2%,bishangyuefanghuan5.5gebaifendian。suiranduisandashichangchukouzengsujunyousuofanghuan,danduimeichukoufanghuanchengduzuiqing,yidingchengdushanghe“qiangchukou”youguan。

zhuyaochukoushangpinzhong,fuzhuangjiyizhefujianchukoujinetongbizengzhang3.8%,fangzhishaxian、zhiwujiqizhipintongbizengzhang9.3%,jichengdianlutongbizengzhang11.0%,zidongshujuchulishebeijiqilingbujiantongbizengzhang16.2%,qiche(handipan)tongbixiajiang7.7%,shoujixiajiang0.6%。jinnianqian11geyue,qichechukoutongbizengzhang15.8%。

wangqingzhichu,10yueqichechukoushujuchuxianxiahua,weijin51geyueyilaishouciyuedutongbifuzengzhang,zheikenengyiweizheoumengzhengshoufanbutieshuiyingxiangkaishixianxian。kaolvdaooumengshiwoguozhongyaodediandongqichechukoushichang,houxuyingxianghaixuguanzhu。

congqushilaikan,zhoumaohuabiaoshi,zonghekaolvquanqiuxuqiurenxing、guanshuixiaoyingyijiwoguowaimaojingzhenglitisheng,yujiweilaijigeyuewaimaoyouwangpingwenzengzhang,jixulvegaoyujijiexing。

王青表示,考虑到去年同期出口基数抬高,加之近期外需出现放缓态势,12月出口增速预计在6.0%左右。不过,对美抢出口xiaoyingyoukenengtuigaoniandichukouzengsu。zhengtilaikan,sijiduwoguochukoujiangbaochijiaogaozengzhangshuiping。

duiyu11yuejinkouxiahuachaoyuqi,fenxishirenwei,zhuyaohaishiguoneixuqiufusupianruo,qiyekuozhangzengjiajinkoukucunjuecepianjinshen,jiashangguojinengyuandengshangpinjiagedimiyadizhengtijinkouchengben。

9月底以来一揽子增量政策陆续出台,虽对市场信心有较强提振,但鉴于政策落地见效还需要一段时间,其对进口需求的实际拉动效果仍然有限。这也反映在,11月官方制造业PMI进口指数虽较上月回升0.3个百分点,但仍处于47.3%的收缩区间。”王青说。

shangyuezhuyaoshangpinzhong,tiekuangshijinkoushuliangtongbixiajiang0.9%,jinkoujinetongbixiajiang19.6%;yuanyoujinkoushuliangtongbizengzhang14.3%,danshouyoujiazoudiyingxiang,jinkoujinetongbixiajiang4.7%;tianranqijinkoushuliangtongbixiajiang1.4%,jinkoujinexiajiang8.3%。

fenxishibiaoshi,bansuiyilanzizengliangzhengcejinyibuxianxiao,weilaiyiduanshijianjinkouxuqiuhuoyougaishan。

“9yueguoneizengliangzhengcechutaimingxiantizhenshichangyuqi,diejiaguoneicunliangzhengcexiaoguoshifang,guoneixiaofei、fangdichanhetouzifusudongnengzengqiang,youwangzengqiangqiyekuozhangshengchan、zengjiatouziyiyuan,jinkouxuqiuyouwanggaishan。”zhoumaohuashuo。

王青表示,129日中央政治局会议要求实施更加积极有为的宏观政策,扩大国内需求加强超常规逆周期调节,这将对市场信心产生有力提振,加之前期出台的一揽子增量政策进一步显效,以及各地为完成今年经济社会发展目标而在年底前发力稳增长,年底进口需求存在改善空间。不过,考虑到去年同期进口基数有所抬升,以及10月中旬以来大宗商品价格回落可能在12月进口数据上有所反映,12月进口同比增速改善幅度可能有限,预计将在0%附近。

未经正式授权严禁转载本文,侵权必究。