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下半年可能利好中国出口的三个因素

fenxishibiaoshi,suiranjinnianwoguochukouzengsudagailvjiangchengxianhuiluoqushi,dantongshicunzaisangeyinsu,shidexiabannianchukouzhongshukenengbishichangyuxiangdeyaoqiang。

2021年6月19日,中远海运集装箱船正在靠近青岛港。图片来源:人民视觉。

minshengzhengquanshouxihongguanfenxishizhoujunzhibiaoshi,ruguoshuo2020nianhe2021nianshichangdiguzhongguochukou,zhuyaoshidigulelianggeyinsu,yishizhongguogongyinglianwanbeidezhongyaoxing,ershihaiwaicijizhengcesuokaiqidetianliangxiaofeipinxuqiu,neimedigu2022nianzhongguochukou,kenengshicuowupingguleyihouquanqiujingjidegongxuxiufujiezou。

tazhichu,yihouquanqiujingjizhongqi,caizhenghehuobizhengcetuipo,danbingweiruyuqisuoxiangdezhijiexianxingshousuo,zhishaodangqianquanqiuqichexuqiurengxiangdangqiangshi。

haiguanzongshushujuxianshi,jinnian5yue,woguoqichechukoutongbizengsu46.7%,jihuhuifuzhiquniansijidushuiping,fuhetongbiwei47.5%,qichelingbujianbiaoxianyetongyangqiangshi,erqitanaiyongpin,liruxiaofeidianzi、jiajujiadian,5yuechukoutongbidafudiyuyijidu。

zhoujunzhirenwei,qichechukouqiangshidebeihoutixianlequanqiuchanyelianxuqiuqiangyugongji。“meiguoshihaiwaizuidadeqichexiaofeishichang,bulunshiqichejiage,haishiqichekucun,junxianshimuqianhaiwaiqichexuqiufeichangwangsheng。fanguanqicheshengchangongji,haiwaigongyinglianbuwending。jiezhimuqian,demeirisanguodeqicheyuedushengchanhechukouliangjundiyuyiqingzhiqianshuiping。”

tahaibiaoshi,suirandangqianhaiwainaiyongpinxuqiuzhengzaizhubujiangwen,ranerquanqiushengchanrengzaixiufujinchengzhizhong。zhongguochanyelianjiaowanzheng,haiwaihuoyuedeshengchanhuodongtongyangnenggoudaidongzibenpinhezhongjianpinchukou,jinerzhichengwoguochukoudezhengtibiaoxian。

yingdazhengquanfenxishizhenghouchengyebiaoshi,xiabannianzhongguochukouzengsusuihuichengyadanrengyourenxing,errenxingdeyidayuanyinzaiyuwaixu。

tazhichu,congkucunzhouqikan,suiranmeiguolingshoushangjinrubeidongbukucunjieduan,danshiyinggaikandao,meiguozhizaoshangyijiuchuyuzhudongbukucunjieduan。

“4yuemeiguozhizaoshangxiaoshoutongbilude14.01%,er4yuemeiguozhizaoshangkucuntongbilude10.67%,yucitongshi,4yuemeiguozhizaokucunxiaoshoubilude1.48%,suiranjiaoqianzhixiaofushangxing0.01gebaifendian,danshiyijiuchuyubenlunzhouqidedibuqujian。”zhenghouchengcheng。

ciwai,tabiaoshi,congzhizaoyejingqidukan,5yue,meiguoismzhizaoyecaigoujinglirenzhishu(pmi)lude56.1,yiranweiyu55yishangdegaojingqiqujian,jishimeilianchujixujiaxibingqidongsuobiaojincheng,danshinianneimeiguoismzhizaoyepmidagailvhaijiangweiyurongkuxianzhishang。

“dangxiameilianchuhuobishoujin,womenkeyiyujianbenlunquanqiujingjizhouqizhongjiangjinruxiaxingjieduan。raneryihouquanqiujingjigongxuzhifuza,xuyaowomenbaochijingwei。buqingyanmeiguojingjishuaitui,buqingyanmeizhaililvjianding,yebuqingyanzhongguochukoudongnengguaidianxiangxia。”zhoujunzhiqiangdiao。

因素二:美或取消部分对华关税

fenxishibiaoshi,zaimeiguomianlinyuelaiyuedadetongzhangyalidebeijingxia,baidengzhengfuzhengzaiyanjiuquxiaoqianzongtongtelangpushishidebufenduizhongguoshangpinjiazhengdeguanshui,zheiyejiangduixiabannianchukouzengsuxingchengyidingzhicheng。

taipingyangzhengquanshouxihongguanfenxishiyouchunyeduijiemianxinwenbiaoshi,jinqimeiguoduogeguanyuandoubiaoshizhengzaikaolvquxiaoduihuajiazhengdeguanshui,yihuanjiemeiguoguoneidetongzhangyali。ruguoxiabannianmeiguoduihuaxuejianguanshui,yejiangduizhongguochukouchanshengjiegouxingdetuidongzuoyong。

shujuxianshi,2018nianzhongmeijingmaomocakaishiyilai,meiguoduizhongguojinxingleshuciguanshuijiazheng,zhenduideshangpinzongguimofenbiewei500yimeiyuan(fenwei340yimeiyuanhe160yimeiyuanliangpici)、2000yimeiyuanhe3000yimeiyuan(fenwei1400yimeiyuanhe1600yimeiyuanliangpici)。qijinweizhi,500yimeiyuanqingdanhe2000yimeiyuanqingdandeshangpinrengranjiazhengle25%deguanshui;3000yimeiyuanqingdanfenweiabliangbufen,abufen(1400yimeiyuan)jiazhengle7.5%deguanshui,bbufen(1600yimeiyuan)meiyoujiazhengguanshui。

genjuyouchunyeduimeiguozizhongguojinkoushangpindetongji,tazhichu,geqingdandeguanshuijiazhengkaishizhihou,meiguozizhongguojinkoudegaiqingdanzhongdeshangpinzongejunchuxianledafuxiahua,tongbizuidadiefujiejin50%。qizhong3000yimeiyuanqingdanayouyujiazhengshuilvjiaodi,xiahuafuduxiangduijiaodi;er3000yimeiyuanqingdanbyouyumeiyoujiazhengguanshui,suoyimeiyouchuxianmingxiandezengsubianhua。

“zheizhongjiegouxingchayibiaomingmeiguoduizhongguojiazhengdeguanshuiduizhongguoxiangyingchanpindechukouqueshizaochenglefeichangyanzhongdefumianyingxiang。dantongshiyeyiweizhe,ruguomeiguoduizhongguoquxiaobufenhuoquanbujiazhengdeguanshui,duixiangyingdeshangpinchukouyinghuiyoufeichangmingxiandetizhen。”tashuo。

zhenghouchengyechixiangtongkanfa,tarenweiruomeiguoquxiaoqianzongtongtelangpushishidebufenduizhongguoshangpinjiazhengdeguanshui,zheijiangduixiabannianchukouzengsuxingchengyidingzhicheng。

dongfangjinchengguojixinyongpingguyouxiangongsishouxihongguanfenxishiwangqingbiaoshi,meiguoruoquanbuquxiaohuobufenquxiaoduihuajinkoushangpinguanshui,queshihuizaiyidingchengdushanghuanjiexiabannianzhongguochukouzengsufanghuanshitou,danzhengtizuoyongbuyigaogu。

tazhichu,jinnian1-5yue,woguoduimeichukoushangpinjine2368.2yimeiyuan,zhanzhengtichukoude16.9%,zheiyibizhongjiaozhongmeimaoyizhanzhiqiande18-19%yousuoxiajiang。ruomeiguoquxiaoquanbuduihuajinkoushangpinjiazhengdeguanshui,duanqineijiangdaidongwoguoduimeichukoumeinianzengjia400yi-600yimeiyuan,xiangdangyuzhengtichukouzengsujiakuai1.2-1.8gebaifendian。

“zheiyanglaikan,ruomeiguoquxiaobufenduihuajiazhengguanshuicuoshizuizhongluodi,huizaiyidingchengdushanghuanjiexiabannianchukouzengsufanghuanshitou,danzhengtizuoyongbuyigaogu。”tashuo。

因素三:新能源

zhoujunzhizhichu,ewuchongtusuirandailaichuantongnengyuanjiagejuliebodong,ranerzheizailingyigecengmianhuojiasutuidongquanqiuchanyelianzhonggou,zhishaobunengdiguouzhoufazhanxinnengyuandejuexin。

genjuminshengzhengquandeyanjiu,jinniandiyijidu,woguoxinnengyuanlingbujianchukoutongbizengsudadao21.5%,shenzhigaoyuqunian。

“zaixinnengyuanchanyeliandejihusuoyouhuanjie,zhongguochanpindouzhanyoubukehushideshichangfene。yiguangfuchanyelianweili,2019nian,zhongguoguipian、dianchipian、zujianzhanquanqiudechanliangzhanbidouzai8chengyishang。zhongguoxiangguanchanpindechukoujibenjiushihaiwaixinnengyuanxuqiudetongbuzhibiao。”tashuo。

zhanwangweilai,youchunyebiaoshi,congzhangqilaikan,zhongguochukoudezengsudequequyuxiaxing,danshiduanqizhineihainengbaochijiaoqiangderenxing,erqiezaioumeifashengshizhixingshuaituizhiqian,jishixiaxingyebuhuishiduanyashide。

zhoujunzhizegengweijijidibiaoshi,sanjiduzhongguochukoukenengyiranweichiqiangshi,chukouguaidianhuoxuyaosanjiduyihoucaihuixianxian。jibiansijidu,chukoutongbiyeweibiweifu,dagailvweichizaigeweishudetongbizengsu。

“bijingqichechanyelianyuxinnengyuanchanyelianladongzhongguozongchukouyue4gebaifendian。”tabuchongshuo。

 

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下半年可能利好中国出口的三个因素

fenxishibiaoshi,suiranjinnianwoguochukouzengsudagailvjiangchengxianhuiluoqushi,dantongshicunzaisangeyinsu,shidexiabannianchukouzhongshukenengbishichangyuxiangdeyaoqiang。

2021年6月19日,中远海运集装箱船正在靠近青岛港。图片来源:人民视觉。

minshengzhengquanshouxihongguanfenxishizhoujunzhibiaoshi,ruguoshuo2020nianhe2021nianshichangdiguzhongguochukou,zhuyaoshidigulelianggeyinsu,yishizhongguogongyinglianwanbeidezhongyaoxing,ershihaiwaicijizhengcesuokaiqidetianliangxiaofeipinxuqiu,neimedigu2022nianzhongguochukou,kenengshicuowupingguleyihouquanqiujingjidegongxuxiufujiezou。

tazhichu,yihouquanqiujingjizhongqi,caizhenghehuobizhengcetuipo,danbingweiruyuqisuoxiangdezhijiexianxingshousuo,zhishaodangqianquanqiuqichexuqiurengxiangdangqiangshi。

haiguanzongshushujuxianshi,jinnian5yue,woguoqichechukoutongbizengsu46.7%,jihuhuifuzhiquniansijidushuiping,fuhetongbiwei47.5%,qichelingbujianbiaoxianyetongyangqiangshi,erqitanaiyongpin,liruxiaofeidianzi、jiajujiadian,5yuechukoutongbidafudiyuyijidu。

zhoujunzhirenwei,qichechukouqiangshidebeihoutixianlequanqiuchanyelianxuqiuqiangyugongji。“meiguoshihaiwaizuidadeqichexiaofeishichang,bulunshiqichejiage,haishiqichekucun,junxianshimuqianhaiwaiqichexuqiufeichangwangsheng。fanguanqicheshengchangongji,haiwaigongyinglianbuwending。jiezhimuqian,demeirisanguodeqicheyuedushengchanhechukouliangjundiyuyiqingzhiqianshuiping。”

tahaibiaoshi,suirandangqianhaiwainaiyongpinxuqiuzhengzaizhubujiangwen,ranerquanqiushengchanrengzaixiufujinchengzhizhong。zhongguochanyelianjiaowanzheng,haiwaihuoyuedeshengchanhuodongtongyangnenggoudaidongzibenpinhezhongjianpinchukou,jinerzhichengwoguochukoudezhengtibiaoxian。

yingdazhengquanfenxishizhenghouchengyebiaoshi,xiabannianzhongguochukouzengsusuihuichengyadanrengyourenxing,errenxingdeyidayuanyinzaiyuwaixu。

tazhichu,congkucunzhouqikan,suiranmeiguolingshoushangjinrubeidongbukucunjieduan,danshiyinggaikandao,meiguozhizaoshangyijiuchuyuzhudongbukucunjieduan。

“4yuemeiguozhizaoshangxiaoshoutongbilude14.01%,er4yuemeiguozhizaoshangkucuntongbilude10.67%,yucitongshi,4yuemeiguozhizaokucunxiaoshoubilude1.48%,suiranjiaoqianzhixiaofushangxing0.01gebaifendian,danshiyijiuchuyubenlunzhouqidedibuqujian。”zhenghouchengcheng。

ciwai,tabiaoshi,congzhizaoyejingqidukan,5yue,meiguoismzhizaoyecaigoujinglirenzhishu(pmi)lude56.1,yiranweiyu55yishangdegaojingqiqujian,jishimeilianchujixujiaxibingqidongsuobiaojincheng,danshinianneimeiguoismzhizaoyepmidagailvhaijiangweiyurongkuxianzhishang。

“dangxiameilianchuhuobishoujin,womenkeyiyujianbenlunquanqiujingjizhouqizhongjiangjinruxiaxingjieduan。raneryihouquanqiujingjigongxuzhifuza,xuyaowomenbaochijingwei。buqingyanmeiguojingjishuaitui,buqingyanmeizhaililvjianding,yebuqingyanzhongguochukoudongnengguaidianxiangxia。”zhoujunzhiqiangdiao。

因素二:美或取消部分对华关税

fenxishibiaoshi,zaimeiguomianlinyuelaiyuedadetongzhangyalidebeijingxia,baidengzhengfuzhengzaiyanjiuquxiaoqianzongtongtelangpushishidebufenduizhongguoshangpinjiazhengdeguanshui,zheiyejiangduixiabannianchukouzengsuxingchengyidingzhicheng。

taipingyangzhengquanshouxihongguanfenxishiyouchunyeduijiemianxinwenbiaoshi,jinqimeiguoduogeguanyuandoubiaoshizhengzaikaolvquxiaoduihuajiazhengdeguanshui,yihuanjiemeiguoguoneidetongzhangyali。ruguoxiabannianmeiguoduihuaxuejianguanshui,yejiangduizhongguochukouchanshengjiegouxingdetuidongzuoyong。

shujuxianshi,2018nianzhongmeijingmaomocakaishiyilai,meiguoduizhongguojinxingleshuciguanshuijiazheng,zhenduideshangpinzongguimofenbiewei500yimeiyuan(fenwei340yimeiyuanhe160yimeiyuanliangpici)、2000yimeiyuanhe3000yimeiyuan(fenwei1400yimeiyuanhe1600yimeiyuanliangpici)。qijinweizhi,500yimeiyuanqingdanhe2000yimeiyuanqingdandeshangpinrengranjiazhengle25%deguanshui;3000yimeiyuanqingdanfenweiabliangbufen,abufen(1400yimeiyuan)jiazhengle7.5%deguanshui,bbufen(1600yimeiyuan)meiyoujiazhengguanshui。

genjuyouchunyeduimeiguozizhongguojinkoushangpindetongji,tazhichu,geqingdandeguanshuijiazhengkaishizhihou,meiguozizhongguojinkoudegaiqingdanzhongdeshangpinzongejunchuxianledafuxiahua,tongbizuidadiefujiejin50%。qizhong3000yimeiyuanqingdanayouyujiazhengshuilvjiaodi,xiahuafuduxiangduijiaodi;er3000yimeiyuanqingdanbyouyumeiyoujiazhengguanshui,suoyimeiyouchuxianmingxiandezengsubianhua。

“zheizhongjiegouxingchayibiaomingmeiguoduizhongguojiazhengdeguanshuiduizhongguoxiangyingchanpindechukouqueshizaochenglefeichangyanzhongdefumianyingxiang。dantongshiyeyiweizhe,ruguomeiguoduizhongguoquxiaobufenhuoquanbujiazhengdeguanshui,duixiangyingdeshangpinchukouyinghuiyoufeichangmingxiandetizhen。”tashuo。

zhenghouchengyechixiangtongkanfa,tarenweiruomeiguoquxiaoqianzongtongtelangpushishidebufenduizhongguoshangpinjiazhengdeguanshui,zheijiangduixiabannianchukouzengsuxingchengyidingzhicheng。

dongfangjinchengguojixinyongpingguyouxiangongsishouxihongguanfenxishiwangqingbiaoshi,meiguoruoquanbuquxiaohuobufenquxiaoduihuajinkoushangpinguanshui,queshihuizaiyidingchengdushanghuanjiexiabannianzhongguochukouzengsufanghuanshitou,danzhengtizuoyongbuyigaogu。

tazhichu,jinnian1-5yue,woguoduimeichukoushangpinjine2368.2yimeiyuan,zhanzhengtichukoude16.9%,zheiyibizhongjiaozhongmeimaoyizhanzhiqiande18-19%yousuoxiajiang。ruomeiguoquxiaoquanbuduihuajinkoushangpinjiazhengdeguanshui,duanqineijiangdaidongwoguoduimeichukoumeinianzengjia400yi-600yimeiyuan,xiangdangyuzhengtichukouzengsujiakuai1.2-1.8gebaifendian。

“zheiyanglaikan,ruomeiguoquxiaobufenduihuajiazhengguanshuicuoshizuizhongluodi,huizaiyidingchengdushanghuanjiexiabannianchukouzengsufanghuanshitou,danzhengtizuoyongbuyigaogu。”tashuo。

因素三:新能源

zhoujunzhizhichu,ewuchongtusuirandailaichuantongnengyuanjiagejuliebodong,ranerzheizailingyigecengmianhuojiasutuidongquanqiuchanyelianzhonggou,zhishaobunengdiguouzhoufazhanxinnengyuandejuexin。

genjuminshengzhengquandeyanjiu,jinniandiyijidu,woguoxinnengyuanlingbujianchukoutongbizengsudadao21.5%,shenzhigaoyuqunian。

“zaixinnengyuanchanyeliandejihusuoyouhuanjie,zhongguochanpindouzhanyoubukehushideshichangfene。yiguangfuchanyelianweili,2019nian,zhongguoguipian、dianchipian、zujianzhanquanqiudechanliangzhanbidouzai8chengyishang。zhongguoxiangguanchanpindechukoujibenjiushihaiwaixinnengyuanxuqiudetongbuzhibiao。”tashuo。

zhanwangweilai,youchunyebiaoshi,congzhangqilaikan,zhongguochukoudezengsudequequyuxiaxing,danshiduanqizhineihainengbaochijiaoqiangderenxing,erqiezaioumeifashengshizhixingshuaituizhiqian,jishixiaxingyebuhuishiduanyashide。

zhoujunzhizegengweijijidibiaoshi,sanjiduzhongguochukoukenengyiranweichiqiangshi,chukouguaidianhuoxuyaosanjiduyihoucaihuixianxian。jibiansijidu,chukoutongbiyeweibiweifu,dagailvweichizaigeweishudetongbizengsu。

“bijingqichechanyelianyuxinnengyuanchanyelianladongzhongguozongchukouyue4gebaifendian。”tabuchongshuo。

 

未经正式授权严禁转载本文,侵权必究。